System Templates
Give staff reusable, personalized emails for enquiries, appointments and customer follow-up.
In the CRM: Email Campaigns → System Templates
Make helpful replies easy to repeat
System Templates is your CRM’s reusable email library. Prepare the messages staff send regularly, such as a consultation follow-up, appointment information, buyer welcome or payment reminder. Staff can start with consistent wording and personalize the message using the contact details already in Mango9.
Find and manage a template
- Create New Template opens the editor for a new reusable message.
- Search matches the name, subject or template key. Category narrows the library to a type of message.
- Edit updates a template you own. Preview opens a sample rendering so you can check the layout and wording.
- Toggle changes Active or Inactive. Use Inactive to set aside a template you no longer want staff to choose.
- Shared marks a client template made available to agents. Agents can use shared templates while the owner manages the original.
Choose templates that help sales move forward
| Situation | Useful content |
|---|---|
| New service enquiry | Thank the person, explain the service and offer the next step. |
| Appointment follow-up | Confirm the relevant appointment details and explain what to prepare. |
| New buyer relationship | Welcome the buyer and explain the agreed campaign and contact process. |
| Existing customer | Share a relevant update or invite them to discuss the next service. |
Prepare the message once
Use the editor to add a subject, body and the variable buttons for contact or sender details. Preview uses sample contact information, so also review the actual recipient details when preparing a live message. System Templates use the CRM email sending setup.