Email templates for clients
Templates are the emails your follow-up workflows send. Write one once, use it for every client.
Go to Settings → Email Templates — Settings is the gear icon in the account menu, top right, and every settings screen is a tab across the top of it.
What a template has
- Template name — only you see this. It's how you'll pick the template when building a workflow, so name it for the job it does: "Thanks for reaching out", "Two-week check-in".
- Subject line — what your client sees in their inbox.
- Message — the body, written in Markdown.
Merge tags
Click any tag under Insert to drop it in at your cursor. When the email sends, each one is replaced with that client's real details:
| Tag | Becomes |
|---|---|
{{client_first_name}} |
Sarah |
{{client_last_name}} |
Whitfield |
{{client_name}} |
Sarah Whitfield |
{{client_business_name}} |
Whitfield Interiors |
{{client_email}} |
sarah@example.com |
{{business_name}} |
your business name |
{{business_email}} |
your business email |
{{business_phone}} |
your business phone |
{{sender_name}} |
your name |
A tag with nothing behind it comes out empty — if a client has no business name, {{client_business_name}} renders as nothing rather than a placeholder. Write around that: "Thanks for getting in touch" is safer than "Thanks for getting in touch about {{client_business_name}}".
Misspell a tag and it appears in the email as you typed it, which is how you'll spot it in the preview.
Formatting
The message uses Markdown:
**bold**and*italic*-at the start of a line for a bullet[text](https://example.com)for a link- a blank line between paragraphs
HTML is not rendered — paste a tag and your client sees the tag. That's deliberate; it keeps templates safe to write.
The preview
The preview underneath is rendered by the same code that sends the real email, so what you see is what arrives. Merge tags show sample values (Sarah Whitfield, Whitfield Interiors) rather than a real client's details.
Note the header and footer: your business name, your contact details, and no Velosiq branding anywhere.
How many you get
| Plan | Templates |
|---|---|
| Free | 3 |
| Starter | 10 |
| Professional | 25 |
| Business | Unlimited |
The meter at the top of the page shows where you are. At the cap, New template is disabled until you delete one or upgrade.
Deleting
You can't delete a template a workflow still uses — Velosiq will tell you whether it's a saved status default, a scheduled follow-up, or both. Remove it from those first.