Email Templates

How to use this page

1. 1

   Select the client and tab

   Choose the client, then open Inbox templates, Disposition email templates, or By campaign. Read-only roles see saved content without create, edit, test, attachment, custom-disposition, or save controls.

2. 2

   Configure a disposition template

   Open Disposition email templates and expand a built-in or custom row. Configure subject, formatted body, merge fields, send mode, optional Extra Cc for supported emails, attachments where available, and scoped Slack notification settings.

3. 3

   Add a custom disposition

   Select Add custom disposition, enter the dropdown label, and choose any combination of contact status, target campaign, call and connection reporting, Follow-ups reporting, domain blacklist, Slack notification, and follow-up email. The row badges summarize the enabled contact actions.

4. 4

   Add the contact domain to the blacklist

   Turn on Add domain to blacklist for the custom disposition. After Save disposition settings, a future call saved with that disposition extracts the selected contact's email domain and adds it to this client's domain blacklist. The action is off by default and does not rewrite existing contacts or call history.

5. 5

   Understand client and campaign scope

   A client-level custom disposition applies across the client's campaigns unless a campaign has Override client disposition templates enabled. A campaign override replaces the client-level disposition behavior for that campaign, including whether the domain-blacklist action is on.

6. 6

   Review before saving

   Use Preview draft to review representative merge values. Confirm Extra Cc addresses, attachments, automatic versus manual sending, Slack header, status and campaign actions, and the domain-blacklist choice. Then select Save disposition settings.

7. 7

   Review campaign copy

   Open By campaign to see active campaigns by default. Include paused and completed campaigns expands the list. Open campaign, sequence, and step rows to inspect subjects, body previews, variants, winner markers, and paused state.

8. 8

   Add a read-only Follow-ups report

   Inside a custom disposition, turn on Show as a Follow-Ups reporting tab, then choose Save disposition settings. Authorized employee views receive a tab named for the disposition. It shows a contact only while that outcome remains the contact's latest completed call. The report never creates a callback, Calendar entry, Pending action, or dialing task. Existing custom dispositions stay off until this option is selected.

What the buttons do

Inbox templates / Disposition email templates / By campaign

Switches between reusable inbox replies, dialer disposition rules, and saved campaign copy.

Add custom disposition

Creates a client-specific call outcome with optional status, campaign move, domain blacklist, reporting, Slack, and email actions.

Add domain to blacklist

Adds the selected contact's email domain to this client's domain blacklist when a future call is saved with the custom disposition.

Create Slack notification

Posts the selected outcome to the configured client Slack channel when enabled.

Preview draft

Renders a local email preview without sending or saving.

Save disposition settings

Saves the selected client's disposition emails and custom outcomes.

Extra Cc (optional)

Adds validated comma-separated recipients to supported prospect-facing emails.

Include paused and completed campaigns

Expands the By campaign review list beyond active campaigns.

Show as a Follow-Ups reporting tab

Adds an employee-only read-only Follow-ups tab for contacts whose latest completed call still has this custom outcome. Off by default.

Common questions