Manage templates

Under Templates you manage reusable email texts. The page is set up as a central library where you create, edit, duplicate, and delete templates.

Where to find templates

Click Templates in the left navigation. Page subtitle: “Email templates for various situations.”

Create a template

1. Click Create new template.
2. Give it a name.
3. Write subject and body.
4. Save.

Toast “Template created”.

Edit / duplicate / delete

Per item in the list:

• Edit opens the editor again → toast “Template updated”
• Duplicate copies the template as a starting point → toast “Template duplicated”
• Delete removes the template → modal “Delete template?” → toast “Template deleted”

![Screenshot: list of templates with actions](TODO)

When templates make sense

Templates are most useful for recurring situations that should always sound similar:

• Standard confirmation after acceptance
• Standard answer to typical questions
• Your wording standard, reused as “manual template” or “template with variables” inside a sequence step

Where you can use templates

Templates are exposed in two places — and intentionally not in one important spot:

In the reply composer as the “Template” tab

When you reply to a customer message and open the composer, there is a dedicated Template tab:

1. Open the Template tab.
2. Pick a template from the list.
3. Apply to message — subject and body are taken into the composer, placeholders are filled with contact and offer data.

In sequence steps

In the sequence editor you can store a template as “Template with variables” or “Manual template” — see Follow-up sequences.

Not when sending an offer for the first time

The send dialog (Send offer) does not have a template tab. First emails are always built from the AI draft. If you want a fixed wording standard there, define it as the first step of a sequence.

Variables for acceptance and booking links

In manual templates and the sequence mode “My text + AI addition” you can use four optional variables that Flino fills automatically on send:

Variable	Result
{{offer_acceptance_link}}	Plain URL for online acceptance of the offer
{{offer_acceptance_cta_block}}	Full sentence including the acceptance link (language/tone automatic)
{{booking_link}}	Plain URL of your booking tool (e.g. Calendly, Cal.com)
{{booking_cta_block}}	Full sentence including the booking link (language/tone automatic)

Both groups are off by default (for safety). You enable them under Settings → Email:

• Make acceptance link available in templates — enables the two offer_acceptance_* variables.
• Booking link — a toggle plus a stored HTTPS URL to your booking tool (only HTTPS is accepted).

While a group is disabled — or, for the booking link, no valid URL is stored — the variables render empty on send. They are removed entirely, never sent as raw {{…}} text.

The real acceptance link is generated per offer at send time; the editor only shows a demo placeholder. This is independent of the Insert online acceptance link automatically switch (Settings → Email), which only adds the acceptance link to the first AI email — see Settings.

Empty state

While you have no templates, you see “No templates yet — create your first email template”.

Common error cases

Problem	Fix
”Failed to delete template”	Try again or reload the page
”Failed to duplicate template”	Try again
The send dialog has no template tab	By design — first emails use the AI draft, not the template library