Creating and using email and discussion templates

You can create email and discussion templates for messages you regularly send to companies, deal room members, event participants, and funding round participants. Once created, these templates can be selected when composing a message and adjusted before sending.

• How can I create an email or discussion template?
• How can I edit an existing template?
• How can I use a template?
• Can templates be used when moving companies between funnel steps?

How can I create an email or discussion template?

Deal room members with full settings access can create and save email and discussion templates.

To create a template:

1. Go to Settings > Preferences and scroll down to the Communication section.
2. Click Add template.
3. Enter the template name, select whether it's for communication related to Company, Member, Event participant, or Funding round participant, and fill in the subject and message.
4. Click OK, then Save to save your changes.

The template name is used to identify the template and is not visible to recipients. The selected communication category determines where the template will be available.

How can I edit an existing template?

Go to Settings > Preferences > Communication, select the template you want to edit, and save your changes.

How can I use a template?

When composing an email or Application discussion message, select an existing template from the Template dropdown.

Templates are available for different types of communication:

• Company: When sending emails to companies or messages through Application discussion.
• Member: When sending emails to deal room members.
• Event participant: When communicating with event participants.
• Funding round participant: When communicating with funding round participants.

You can also use templates when sending messages to multiple recipients, depending on your access rights.

After selecting a template, you can edit the subject and message before sending. Any changes you make will apply only to that message and won't affect the saved template.

Can templates be used when moving companies between funnel steps?

When email or discussion message triggers are enabled for a funnel step, you can have a specific template automatically selected by naming it Move to [step name].

For example, a template named Move to Due Diligence will be automatically selected when moving an application to the Due Diligence step.
The step name in the template name must match the funnel step name exactly.

For instructions on configuring these triggers, see Setting up message triggers in the funnel.

Updated on: 04/11/2026