Manage Templates and Mailing Lists

Templates keep branding consistent. Mailing lists reuse the same audience without retyping addresses every time.

Templates

1. Go to Communication → Templates.
2. Filter by module, category, audience, tags, or favorites.
3. Create or edit with the template editor, or open the visual Template Builder for drag-and-drop layout.
4. Use Preview, duplicate, activate / deactivate, and favorite as needed.
5. Optionally Generate default templates to seed module-specific starters, or import / export templates as a JSON file.

Templates support {{Placeholder}} tokens so each send can fill in names, amounts, or other fields from your data.

Module tags include CRM, Accounting, HRMS, Payroll, Inventory, Expense, Real Estate, Automation, System, and General.

:::tip WhatsApp templates WhatsApp message templates for the WhatsApp channel are managed under Communication Center as well — create them in Meta, then mark approved in Biznsbook before Automation can send them. :::

Mailing lists

Communication → Mailing Lists

List type	Behavior
Static	Manually add members; CSV bulk import on the list editor
Dynamic	Members resolve at send time from ERP filters

Useful dynamic filters include customers with overdue invoices, recent purchases (last 30 days), and active employees — plus customer or supplier scopes.

Next step

Run drip sequences

Multi-step nurture campaigns enrolled via Automation.

CRM overview

Keep leads and contacts ready for email and nurture.