Templates and variables
Save emails you send often and personalize them with variables.
A template is an email you save once and reuse in any campaign. Merge variables, such as {{first_name}}, are filled in with each person’s details when the email is sent, so one template still reads like a personal note.
In the side panel, choose Outreach, then Templates.
Create a template
Open a new template
Click New template (or Create your first template if you have none yet).
Fill in the three fields
Name is only for you, so you can find it later (for example “First touch, field roles”). Subject and Body are what the recipient sees. Type merge variables straight into the subject or the body.
Save
Click Create template. The template appears as a card with its subject, the start of the body and the date it was last updated.
To change a template, click Edit and then Save changes. To remove it, click Delete. Campaigns you already created keep their own copy, so editing or deleting a template never changes them.
Merge variables
Write the variable exactly as shown, with two curly braces on each side. Tahoe replaces it for each recipient at send time.
| Variable | Becomes |
|---|---|
{{first_name}} | The first word of the person’s full name, for example Priya. |
{{company_name}} | The company the person works at now, from their profile. |
{{job_title}} | The person’s own current job title, from their profile. It is not the title of the job you are hiring for. |
The campaign builder uses the same variables, including in the emails that Write with AI drafts for you.
Worked example
Jordan Rivera at Kestrel Labs saves this template:
Name: First touch, field roles
Subject: Quick question, {{first_name}}
Hi {{first_name}},
I saw your work as {{job_title}} at {{company_name}} and wanted to reach out.
We are hiring a Field Coordinator in Columbus, Ohio, and your background
looks like a good fit.
Would you be open to a 15-minute call this week?Jordan uses it in a campaign. One recipient is Priya Shah, whose profile says she is a Site Supervisor at Northfield Utilities. This is the email Priya receives:
Subject: Quick question, Priya
Hi Priya,
I saw your work as Site Supervisor at Northfield Utilities and wanted to reach out.
We are hiring a Field Coordinator in Columbus, Ohio, and your background
looks like a good fit.
Would you be open to a 15-minute call this week?
Jordan Rivera
[email protected] | (614) 555-0142
200 Main Street, Columbus, OH 43215
https://www.example.com
UnsubscribeThe last lines are not part of the template. Tahoe adds the signature from the campaign (name, email, phone, address and website) and an Unsubscribe link to every email. Campaigns and follow-ups
Use the template in a new campaign
In the campaign builder, go to Write email, open Start from template and pick “First touch, field roles”. The subject and body fill in for Email 1. Change anything you like for this campaign; the saved template stays as it was.
Tips
Plan for missing details. If a profile has no value for a variable, it becomes blank:
Template: I saw your work as {{job_title}} at {{company_name}}.
No title: I saw your work as at Northfield Utilities.Use variables in sentences that still read well without them, or check the list before you launch.
Keep the subject short and plain. A subject such as “Quick question, Priya” reads like a note from a person, not an advert.