> For the complete documentation index, see [llms.txt](https://docs.kisrec.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kisrec.com/administration/settings/email-templates/custom-email-templates.md).

# Custom Email Templates

With custom email templates you can create a list of prewritten email content that can be used to replace the default email template when sending emails from the system.

For example, you may have a standard sales email that you would like all users to use when sending introductory emails to clients. 

{% hint style="warning" %}
The Admin Area is only accessible if your user account has been granted the Administrator permission.
{% endhint %}

To get started, navigate to **Admin->Settings** then select the **Custom** Tab.

<figure><img src="/files/W7q1KSkufS1aWVaMja7F" alt=""><figcaption><p>Admin Settings Custom Email Templates</p></figcaption></figure>

Press the![](/files/Djt8J56TdNIvrUpAeotH)button to display the custom email template dialog.

<figure><img src="/files/bf6Il24Hlvw0P7IZkfdY" alt=""><figcaption><p>Add Email Template Dialog</p></figcaption></figure>

Compose the email then press the![](/files/dzNgk1a9qsgnDYjxIfUt)button.

{% hint style="info" %}
The items surrounded with **\[%.....%]** are place holders, also known as merge fields.&#x20;

These items will be replaced with your agency and users information when sending the email.
{% endhint %}

### Place Holders

You can use the following place holders in your email content.

| Placeholder                 | Description                                    |
| --------------------------- | ---------------------------------------------- |
| \[%FULL\_NAME%]             | Full name of the email recipient               |
| \[%FIRST\_NAME%]            | First name of the email recipient              |
| \[%USER\_EMAIL%]            | The user's email address                       |
| \[%USER\_NAME%]             | The full name of the user sending the email    |
| \[%USER\_JOB\_TITLE%]       | The job title of the user sending the email    |
| \[%USER\_PHONE%]            | The phone number of the user sending the email |
| \[%AGENCY\_NAME%]           | Your agency company name.                      |
| \[%AGENCY\_PHONE%]          | Your agency main phone number                  |
| \[%AGENCY\_LOGO%]           | Your agency logo image                         |
| \[%USER\_EMAIL\_SIGNATURE%] | The users email signature                      |

### Usage

You can select an email template to use when sending an email from the system.

<figure><img src="/files/wssjDLiQqr4OaQNSpVNr" alt=""><figcaption><p>Send Email Dialog - Use Custom Template</p></figcaption></figure>

Press the ![](/files/hCEEYbEU3ZzrbaynNgnr)to choose a template.

<figure><img src="/files/o8i7n7DILplQrFQclzsZ" alt=""><figcaption><p>Select Custom Email Template Dialog</p></figcaption></figure>