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

# Message Templates

> Create and personalize email templates from the Inbox, with variables that fill in recipient details automatically.

Templates help you send personalized messages faster while keeping a consistent tone
across your outreach.

## Open the Message Templates tab

From the left-hand sidebar, go to **Inbox** and click the **Message Templates** tab
at the top. This page lists all your templates with their subjects, previews, and
authors.

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/inbox/message-templates-list.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=68d1f5f3b951f877646908225ec370f9" alt="The Message Templates tab" width="1600" height="773" data-path="images/inbox/message-templates-list.webp" />
</Frame>

## Create a new email template

Click **New Email Template** in the top-right corner and choose whether the template
is **Personal** or shared with the **Workspace**. In the editor you can set:

* Name, for internal use
* Subject
* Email body content
* Attachments

<Frame>
  <img src="https://mintcdn.com/spott-docs/P22nrzT8A299qFwb/images/inbox/message-template-editor.webp?fit=max&auto=format&n=P22nrzT8A299qFwb&q=85&s=c29045efde9ea8df7effcf8441dcb519" alt="The template editor with a variable dropdown" width="700" height="523" data-path="images/inbox/message-template-editor.webp" />
</Frame>

Use clear, reusable titles so your team can easily identify templates, for example
"Candidate Intro – Software Engineer".

The body editor offers a **set of fonts** you can send in, so a template can follow your
house style rather than the default. **Montserrat** is among them.

## Personalize with variables

Type `{` in the editor to browse the available variables. They fill in automatically
when the message is sent, for example:

* **Recipient > First Name** and **Recipient > Last Name**
* **Job > Name** and **Company > Name**
* **AI Generated content**, which writes a passage based on your instruction

Variables only populate if the matching details exist in Spott.

### Variables in the subject line

Variables work in the **subject** as well as the body. Type `{` in the subject field and
pick a variable the same way, so a subject of
`Hey { Recipient > First Name }, new opportunity` goes out with the name filled in per
recipient.

<Frame>
  <img src="https://mintcdn.com/spott-docs/ve0SNj4-8EkFB9ki/images/inbox/subject-line-variables.webp?fit=max&auto=format&n=ve0SNj4-8EkFB9ki&q=85&s=be3085e649adb0886ad4e9078104fb4d" alt="A subject line with a Recipient First Name variable in it" width="946" height="251" data-path="images/inbox/subject-line-variables.webp" />
</Frame>

The subject takes the **record variables**, the ones that pull a name, a job, or a company
off the record. **AI Generated content** is not one of them: a written passage belongs in
the body. That keeps a subject line predictable in length, which is what you want in the
one part of the message that gets truncated in the inbox list.

This works everywhere a subject line does: a one-off email from the composer, a message
template, and a [campaign](/docs/outreach/campaigns). A personalized subject is the part
of the message people see before they decide to open it, so it is worth more than the
same personalization further down the body.

### AI-generated content

**AI Generated content** is not a fixed variable: you tell it what to write about, and
it writes that passage per recipient when the message goes out.

**Write about** picks the record it draws on: **Recipient**, **Candidate**, **Contact**,
**Company**, or **Job**. Then give it an **instruction**, for example "invite the
recipient to review the information in a friendly but professional tone". Spott uses
that record's data to write the passage, so the same template lands differently for
every person on the list.

<Frame>
  <img src="https://mintcdn.com/spott-docs/SfY4wUpA6BZpkHqc/images/inbox/template-ai-content-options.webp?fit=max&auto=format&n=SfY4wUpA6BZpkHqc&q=85&s=4192dd16770f6d9e8ab5fc6341f4e6cf" alt="The Write about options in the AI Generated content dialog" width="968" height="596" data-path="images/inbox/template-ai-content-options.webp" />
</Frame>

## Auto-save and usage

Templates are **saved automatically** as you type. There is no save button.

Once created, templates are available when composing messages in the Inbox and in
[campaigns](/docs/outreach/campaigns). In the Inbox, **Start from template** in the
composer toolbar lists your workspace and personal templates, so you never have to
leave the conversation to fetch one.

<Frame>
  <img src="https://mintcdn.com/spott-docs/SfY4wUpA6BZpkHqc/images/inbox/inbox-pick-template.webp?fit=max&auto=format&n=SfY4wUpA6BZpkHqc&q=85&s=56eaabd7908c11eef0824e072bcfbc6d" alt="The template picker in the Inbox composer" width="462" height="662" data-path="images/inbox/inbox-pick-template.webp" />
</Frame>

From the three-dot menu on a template you can
**change its visibility** (personal or workspace) or **delete** it. Presentation and
job description templates live separately, under **Settings → Templates**.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.