Email Templates & Your Signature
Reuse email templates, insert "/" variables, and auto-append your personal signature.
Written By Dennis Rodin
Last updated 17 days ago
Save time replying to customers by reusing email templates, dropping in dynamic variables with the "/" key, and auto-appending your personal signature. Find the templates in Settings → Conversations and your signature in Settings → Profile.
Email templates
Templates are reusable email drafts your whole team can pull into a reply or a new message. Find them under Settings → Conversations, on the Email Templates card.
Click Create Template to add one. Give it a name (how it shows in the picker), an optional subject, and the body.
Templates are company-wide: everyone on your team shares the same list, so a template one person creates is available to all.
You can edit or delete a template at any time. Deleting it just removes it from the picker; emails you already sent are untouched.
Creating and editing templates requires the settings permission, so if you don't see Create Template, ask an admin to grant it.
Using a template in the composer
When you're writing or replying to an email, click the template icon in the composer to open the picker and choose one.
Picking a template replaces the current subject and body with the template's content, then re-appends your signature if it's turned on.
Because it replaces what's there, choose your template before you start typing your custom message, otherwise your in-progress text is overwritten.
The "/" variables (customer name, order #, promise date)
Type "/" anywhere in the message body to open the variables menu and insert details pulled from the linked contact and order. There are three:
Customer name: the name of the contact linked to the conversation.
Order number: the number of the first order linked to the conversation.
Promise date: the promise date on that linked order.
A variable fills in the moment you pick it, inserting the resolved value as plain text. If one is greyed out, you'll see a reason such as "Link a customer to this thread first." Link the right contact or order to the conversation and it becomes available.
Good to know: these variables resolve once, at the moment you insert them. They drop in the value as static text. They are not live placeholders, so the text won't update later if the order changes. Likewise, if you paste a placeholder token like {{customer_name}} into a template, it is sent literally rather than swapped for a value; use the "/" menu in the composer to insert real values.
Your email signature
Your signature is personal to you. Set it under Settings → Profile, on the Email Signature card, and turn on Use signature in replies.
When the toggle is on, the composer seeds new messages and replies with your signature so you don't retype it.
When it's off, nothing is auto-appended, but you can still type a sign-off by hand.
A message that contains only your signature doesn't count as a real message, so Send stays disabled until you add some actual content above it.
Heads up: your signature is currently saved in your browser, not on the MonuDesk server. That means it won't follow you to another device or browser. Set it up again wherever you work, and note it isn't applied to mail sent outside the composer.
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