How to create, edit, and delete email templates
TL;DR: Email templates let you send recurring messages faster with consistent content. Create them in the Emails app under Templates, and use placeholders to personalize each message automatically.
Who can do this
Administrators can add, edit, and delete public templates (visible to all team members)
All members can add, edit, and delete their own personal templates
How to add email templates
Open the Emails app and select the Templates tab.
Click + Add.
Enter a template name.
Choose who can use the template — only you or everyone in the company. This setting cannot be changed after creation.
Add a subject line and message content. You can translate the template into different languages. Uku selects the email language based on the language assigned to the client on their profile.
Select the formatting icon (A-shaped) to open the formatting tools.
Select the placeholders menu (next to the formatting icon) to see available placeholders. Placeholders are automatically replaced with the correct values when you send the message, allowing you to create universal templates that work for every client.
Click Save.
How to edit email templates
Open the Emails app and select the Templates tab.
Click the pen icon next to the template you want to edit.
Make your changes and click Save.
How to delete email templates
Open the Emails app and select the Templates tab.
Open the email template you want to delete.
Click the three dots menu and select Delete template.
Note: Only administrators can add, edit, and delete public templates. Other members can only manage their personal templates.
Related links
Troubleshooting
Cannot edit or delete a template — The template may be a public template and you do not have administrator permissions. Contact your account administrator to make changes.
Placeholders are not replaced when sending — Verify the placeholder syntax is correct and that the client profile has the relevant data filled in (e.g., client name, company name).
Template language does not match the client — Uku selects the template language based on the language set on the client profile. Check the client's profile and update the language field if needed.