How to create an email template in Noto

Last updated: June 22, 2026

Email templates in Noto's native emailer let you save reusable subject lines and message bodies for the one-off, direct emails you send from Dashboard → Email. They're separate from Marketing email templates, which live under Marketing and power automated campaigns.

Use templates for emails you find yourself rewriting often — welcome notes, payment reminders, schedule updates, intake instructions, and so on.

Create a template

  1. Navigate to Email in the left-hand navigation.

  2. Click Manage Templates in the top right.

  3. Click New Template.

  4. Fill in the three fields:

    • Template Name — what you'll see in the dropdown when sending an email. Be specific (e.g. "Onboarding · Step 1 — Welcome" beats "Welcome").

    • Subject — the subject line recipients see. Personalization tokens are allowed here.

    • Body — the message itself. Use the rich-text editor for formatting (bold, links, lists). Personalization tokens are allowed here too.

  5. Click Save.

Your template now appears in the Templates list and in the composer dropdown.

Personalize with variables

Noto's native emailer supports two personalization tokens:

  • {{ first_name }} — the recipient's first name

  • {{ last_name }} — the recipient's last name

Drop them anywhere in the subject or body. For example:

Subject: Welcome to Noto, {{ first_name }}!

Body: Hi {{ first_name }}, your account is all set up...

A few rules to keep in mind:

  • Syntax has to match exactly. {{ first_name }} works. {{firstname}}, {{ First Name }}, or {first_name} will be rejected when you save or send.

  • Emails with variables can only be sent to one recipient at a time. If you need to send the same templated message to multiple people, send it individually to each — that's how Noto guarantees each person sees their own name and not someone else's.

Use a template when sending

  1. Go to Dashboard → Email.

  2. In the top right of the composer, open the Select a template dropdown and pick your template. The Subject and Body fill in automatically.

  3. Edit anything you want — changes here don't affect the saved template.

  4. Add the recipient under To (plus optional CC/BCC), choose the sending email, and click Send.

    1. Templates with variables will have you confirm the content by clicking "Render Template" before you hit send.