> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# How To Create Use Email Templates Within Affinity

> Help center reference

<Note>**How-to** — task-oriented recipe.</Note>

Accelerate and simplify your outreach processes by creating and using email templates within Affinity.

### How to create, save, and manage email templates

1. Click **Settings** on the left side of your screen.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/1.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b1bcae9ccb8247618aff879ce71d4316" width="292" height="366" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/1.jpg" />

2. Click the **Email Templates** tab, then click **New email template**.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/2.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b69eb48bd5412a7bbff7f3505299542d" width="2806" height="808" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/2.jpg" />

3. Within the Add Template section, you can do the following:
   1. Fill out the **Template name** and **Subject**
   2. Fill out and customize the **Email Body** by using rich-text formatting and inserting dynamic fields like **First Name** and **Last Name**.
   3. Once you're done making edits, click **Save** on the top-right corner.

**Note**: Embedding images or tables within the **Email Body** are not supported at this time for email templates. However, you can attach images as files when using email templates within Affinity.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/3.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=bb69b67b68bdfad5345a7e5b526a2238" width="1748" height="1554" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/3.jpg" />

4. By default, your email templates will be sorted by **Last modified**. However, you can also sort by **Template name** or **Subject**. If there are many templates, you can also search by **Template Name** and **Subject** for quicker access.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/4.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=416b8fcc425860cc9048988d51abe098" width="2810" height="790" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/4.jpg" />

5. Click on the **Preview** icon to quickly view the content of your templates. From there, you can either click **Back** to view another template or click **Edit template** to make changes.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/5.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=ec775397ddcd5dd1f9b4f72f1895ac6b" width="1890" height="1070" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/5.jpg" />

6. You can also edit or delete templates by clicking on the **ellipsis (3-dotted icon)**.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/6.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b421c61608537273f3a9c48633e114ba" width="1756" height="742" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/6.jpg" />

### How to use email templates when sending individual and bulk emails from within Affinity

### Using email templates when sending an individual email

1. To send an individual email using an email template, click into the relevant contact's profile page, then click the **email button**.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/7.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=8fe30d3be49e6b484d56e56302ceeee4" width="1511" height="242" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/7.jpg" />

2. Then, click the **+** icon to insert a pre-saved email template.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/8.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=d630a5ea731c060ea88daabbcdbd88b5" width="1546" height="1214" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/8.jpg" />

3. When sending an individual email from Affinity, we will auto-fill any dynamic fields immediately when you insert the template.

**Note**: There are two exceptions where Affinity **cannot** auto-fill the dynamic fields from your email templates. They are outlined in the Limitations for dynamic fields in email templates section below.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/9.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=bd82ce4d0eb26e1ce06e85f644961aba" width="1542" height="1384" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/9.jpg" />

### Using email templates when sending personalized bulk emails

1. To send personalized bulk emails to multiple people within a list, click into the relevant people list or opportunity list.
2. Click the checkboxes next to the individuals you'd like to send emails to, then click the **bulk email button**.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/10.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=ca8be9f075c1f6bf75aa289c6f6a7aa1" width="1912" height="517" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/10.jpg" />

3. Click the **+** icon to insert a pre-saved email template.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/11.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=5266f59af9122790b26e3cd9a17048cc" width="1556" height="1480" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/11.jpg" />

4. When sending emails in bulk, you won't see dynamic fields auto-filled immediately. You must click **Preview all** to see them accordingly.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/12.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=68fc5e0f3a207157d06d8d023f915466" width="778" height="743" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/12.jpg" />

5. Click through the arrows to confirm that they're ready to go. You can also click **Send me a test email** to see what it would look like from the recipient's end. Otherwise, click **Back to compose**.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/13.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b0d7c3722330a8b0eb699c7e5b4ad7c6" width="1556" height="1260" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/13.jpg" />

6. Should you need to make changes to any email templates or your email signature, click the **ellipsis (3-dotted icon)**.
7. Last but not least, toggle on the [email tracking](/s/article/How-to-track-emails-sent-through-Affinity) feature to track open, click, and response rates. Then, click **Send # emails** and you're all set!

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/14.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b1d4a7eb44d7400cc742daafc0b40f79" width="1550" height="1494" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/14.jpg" />

### Limitations for dynamic fields in email templates

1. When using an email template to send an individual email, you can edit the **To** field with an email address not linked to any person in your Affinity account. Given there is no contact and no name, Affinity will **not** be able to auto-fill any dynamic fields from your email templates.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/15.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=b7fa49d75b7cfa3165cabdfba11affa4" width="775" height="715" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/15.jpg" />

2. Affinity will also **not** be able to auto-fill any dynamic fields from your email templates if you have **more than one** email address in the **To** field.

<img src="https://mintcdn.com/support-affinity/PajexUyEZTClYNxW/images/features-email-sync/how-to-create-use-email-templates-within-affinity/16.jpg?fit=max&auto=format&n=PajexUyEZTClYNxW&q=85&s=ad10996ba686fbc6d3258560f8111aa7" width="773" height="709" data-path="images/features-email-sync/how-to-create-use-email-templates-within-affinity/16.jpg" />
