Create and manage templates

Who can use this: Business admin

Available on: Gong Engage

Email templates are pre-made emails that can be used as a starting point for personal emails, emails in flows, and one-off emails. They can include field placeholders that are automatically populated when used, saving you time. They can also contain attachments.

Templates are available to everyone, but whether you can create, edit, or manage them depends on your company's permission settings.

Create a template

1. From the left sidebar, click Assets, and select Content templates.

2. Click to create a new template.

3. Click at the top to give your template a descriptive name.

4. Add a subject line for your template.

5. Write your template using the text editor. You can apply rich text formatting, add field placeholders and emojis, and more.

6. Save the template.

Edit a template

1. From the left sidebar, click Assets, and select Content templates. Select a template.

2. Edit the template using the text editor.

3. Save the template.

Add attachments to a template

1. From the left sidebar, click Assets, and select Content templates. Select a template.

2. Click . The total size of a template, including attachments, can be up to 20 MB.

Delete a template

1. From the left sidebar, click Assets, and select Content templates.

2. Hover over the template you want to delete. Click and select Delete. Deleting a template is permanent.