Tutorial

Building Email Templates

Create reusable email templates with smart variables so you can respond to clients in seconds.

Step-by-step guide · 2 min read

Fstop CRM email template editor with smart variables and rich text formatting

How email templates work in fstop

Create a new template

Head to your Email Templates page and create a new template. Give it a name you'll recognize (like "Initial Inquiry Response" or "Booking Confirmation"), set a subject line, and write the body. You can create as many templates as you need for different stages of your client workflow.

Smart variables

Smart variables are placeholders that auto-fill with real client data when you send. Use variables like client name, event date, and venue so every email feels personal without the manual effort. Just type the variable tag and fstop handles the rest.

Rich text editing

Format your emails with bold, italic, links, and line breaks. The editor gives you just enough formatting to look professional without overcomplicating things. What you see in the editor is what your client sees in their inbox.

Send from your Gmail

Emails go out from your connected Gmail address, not from a generic CRM email. Your clients see your name and your email address, so it feels like a real conversation — because it is. Replies come back to your inbox too.

Use from inquiry or client page

When you're ready to email a client, just click Send Email from their inquiry or client page. Pick a template, smart variables fill in automatically, review it, and hit send. The whole process takes a few seconds.

Automation triggers

Set templates to fire automatically on specific triggers — like auto-sending an initial response the moment a new inquiry comes in. Your leads get a fast reply and you don't have to lift a finger. You can enable or disable automations anytime.

Write once, send everywhere — templates that make every client feel like they got a personal reply.

Key Takeaways

What you can do with email templates

Reply in seconds

Pick a template, smart variables fill in, hit send.

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Send from your Gmail

Emails come from your address, not a generic CRM.

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Automate follow-ups

Set templates to send automatically on triggers.

Ready to reply to clients in seconds?

Try fstop free for 7 days.