DocumentationLead ManagementEmail Templates

Lead Management

Email Templates

Create professional email templates with personalization, automation, and tracking. Save time while maintaining consistent communication with leads.

10 minutes

Save Hours Weekly

Access Template Library

Navigate to the email templates section and browse pre-built templates.

Go to Settings → Email Templates
Browse 20+ pre-built templates for common scenarios
View template categories: Welcome, Follow-up, Price Alert, etc.
Preview templates before customizing
Search templates by keyword or scenario

Create Custom Template

Build your own email template from scratch or customize existing ones.

Click 'Create New Template' button
Choose template type (Lead response, Price update, Newsletter)
Write subject line with personalization tags
Design email body using drag-and-drop editor
Add images, buttons, and your branding

Add Personalization

Use dynamic tags to personalize emails for each recipient.

Insert {{customer_name}} for personalized greeting
Use {{vehicle_name}} to reference specific vehicle
Add {{price}} for automatic price insertion
Include {{dealership_name}} and {{contact_info}}
Preview how personalization looks with sample data

Set Up Automation

Configure when and how templates are automatically sent.

Choose trigger: New lead, Price change, No response after X days
Set delay timing (immediate, 1 hour, 1 day, etc.)
Define recipient criteria (all leads, hot leads only, etc.)
Add follow-up sequences (email 1 → wait 3 days → email 2)
Enable/disable automation as needed

Test & Send

Test your templates and monitor performance.

Send test emails to yourself first
Check rendering on mobile and desktop
Review all personalization tags
Track open rates and click-through rates
A/B test different subject lines and content

Pre-Built Template Types

Welcome Email

Sent automatically when a new lead signs up or inquires

Name, Vehicle, Dealership

Quick Response

Immediate auto-reply acknowledging lead inquiry

Name, Vehicle, Response time

Follow-up Email

Sent after 24 hours if lead hasn't responded

Name, Vehicle, Price, Features

Price Alert

Notify interested leads when vehicle price drops

Vehicle, Old price, New price

Test Drive Confirmation

Confirm test drive appointment details

Date, Time, Location, Vehicle

Newsletter Template

Monthly updates on new inventory and promotions

Month, New vehicles, Promotions

Available Personalization Tags

Use these tags in your templates to automatically insert customer and vehicle information:

{{customer_name}} - Recipient's first name

{{customer_full_name}} - Full name

{{customer_email}} - Email address

{{customer_phone}} - Phone number

{{vehicle_name}} - Vehicle make/model/year

{{vehicle_price}} - Vehicle price

{{vehicle_link}} - Direct link to listing

{{dealership_name}} - Your business name

{{dealership_phone}} - Your phone number

{{dealership_address}} - Your address

{{salesperson_name}} - Assigned salesperson

{{current_date}} - Today's date

Example Template

Subject:

Hi montu, Your Swift VDI is waiting!

Body:

Hi montu,

Thank you for your interest in the Swift VDI!

This beautiful vehicle is priced at 1440000 and comes with all the features you're looking for. I'd love to schedule a test drive at your convenience.

You can reach me directly at 9023632585 or simply reply to this email.

Looking forward to hearing from you!

Best regards,
Montu Mali
Keshar AutoCOnsult

💡

Email Best Practices

Keep subject lines under 50 characters for mobile visibility
Always personalize with at least the customer's name
Include clear call-to-action (Schedule Test Drive, View Vehicle, etc.)
Use conversational, friendly tone - avoid overly formal language
Add images of the vehicle they inquired about
Mobile-optimize - 60% of emails are opened on phones
Test emails before sending to large groups
Track open rates to optimize timing (best: 10 AM weekdays)

Popular Email Sequences

New Lead Nurture

Immediate: Welcome email → Wait 24 hours → Follow-up email → Wait 3 days → Check-in email

Price Drop Alert

Immediate: Price reduced notification → Wait 2 days → Reminder if no response

Post Test Drive

Same day: Thank you email → Wait 1 day → Follow-up with offer → Wait 3 days → Final check-in

Re-engagement

Day 1: "We miss you" email → Wait 1 week → Special offer → Wait 2 weeks → Last chance

🎯

Pro Tip

A/B test your subject lines! Send the same email with two different subject lines to small groups, then use the winner for the rest. Studies show this can increase open rates by 20-30%. Try emotional vs. logical appeals, questions vs. statements, or urgency vs. curiosity.