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Create Email Templates

Standardise emails sent in Hook by using email templates

Updated this week

👤 Managers and Technical Admins have access to these settings in Hook

Email templates in Hook are pre-drafted messages for sending consistent and professional communications to your customers. Use templates to ensure that every customer facing message follows your brand’s voice and contains all necessary information.

  • Consistency Across Teams: Ensure every team member sends uniform, high-quality messages regardless of their role.

  • Increased Efficiency: Save time by using pre-written content for common scenarios like onboarding or follow-ups.

  • Personalisation at Scale: Use variables to automatically insert customer names or account details into standardised messages.

Email templates can be managed in Communications settings.

Managing Email Templates

Watch the video below to find out how to create, edit, de-activate and delete email templates.

Create an Email Template

  1. Go to Organisation settings > Communications.

  2. Click the Create template button in the top right corner.

  3. Choose your format:

    • Rich text: Best for standard emails with simple formatting, links, and lists.

    • Raw HTML: Choose this if you have a custom-designed layout from a marketing tool or need specific branding that requires code.

  4. Enter a Template name and a Subject line.

  5. Compose your message. Use the Insert variable button to add dynamic fields like Recipient first name or Sender first name.

  6. Click Create template to save. The template will automatically be activated.

You'll be able to select this email template as an option to use when creating email automations.

Edit an Email Template

  1. Find the template in your list and click the pencil icon (Edit template).

  2. Modify the name, subject, or body as needed.

  3. Click Save changes.

Deactivate or Activate an Email Template

Use the toggle switch on the right side of any template to set it to Active or Inactive.

Inactive templates will not be available for selection when setting up automations.

Delete an Email Template

  1. Click the bin icon (Delete template) next to the specific template.

  2. A confirmation window will appear. Click Delete template to permanently remove it.

⚠️ It's recommended to deactivate, rather than delete, an email template.


Note: Templates can only be deleted if they are not currently being used in an active automation.

❓Frequently Asked Questions

Are email templates visible for my whole team or can I create email templates for myself only?

Email templates are visible and can be used by your entire Hook instance.

Who has access to create email templates?

Managers and Technical Admins have the necessary permissions to create and manage email templates.

Can I import email templates from third-party tools (e.g., Salesloft, GMail, etc.)? While there is no direct "import" button, you can easily add them to Hook by copying and pasting the raw text or HTML code from your original template into the Hook editor.

When should I use Raw HTML instead of Rich Text?

Use Rich Text for most day-to-day communication where you need standard formatting. Use Raw HTML when you want to use a highly branded, complex design created by a marketing team or a third-party design tool that requires specific CSS or layout structures.

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