Email Templates

Prerequisites: Complete Email Sender Setup before creating templates. Templates can be used in Email Automation and Pipeline Stage changes.

Creating Email Templates

Templates serve as reusable email formats that can be used across automations, pipeline stage changes, and manual sending. They support dynamic variables for personalization.

Template Creation Process

  1. 1. Navigate to Templates → Create Template
  2. 2. Select a verified sender email address
  3. 3. Use the text editor for email body content
  4. 4. Click variable buttons above the text area to insert placeholders
  5. 5. View live preview on the right with sample data

Dynamic Variables

Use these dynamic variables to personalize your emails automatically. Variables are automatically replaced with actual contact data when emails are sent.

Available Contact Variables

Personal Information

  • • {firstName} - Contact's first name
  • • {lastName} - Contact's last name
  • • {fullName} - Complete name
  • • {email} - Email address
  • • {phone} - Phone number

Variable Usage Tips

  • • Variables are automatically replaced with actual contact data when emails are sent
  • • Make sure the contacts actually have the data you are trying to use in the template
  • • Use variables in both subject lines and email body
  • • Variables are case-sensitive, so use the buttons to insert them

How Templates are Used

Templates serve multiple purposes throughout Lyara CRM, providing consistent communication across different touchpoints in your customer journey.

Email Automation Sequences

Templates are the building blocks of your email automation flows. Each step in an automation sequence uses a template.

  • • Welcome series for new contacts
  • • Follow-up sequences after initial contact
  • • Nurture campaigns for leads
  • • Re-engagement campaigns for inactive contacts
  • • Onboarding sequences for new customers

Pipeline Stage Changes

When deals move between pipeline stages, templates can be automatically triggered to keep contacts informed about progress.

  • • Proposal sent notifications
  • • Contract under review updates
  • • Deal won congratulations
  • • Follow-up reminders for stalled deals
  • • Lost deal feedback requests

Manual Email Sending

  • • Quick responses using pre-written templates
  • • Consistent messaging across team members
  • • One-off communications with personalization
  • • Bulk email sending to selected contacts