Email Templates

Create reusable email templates for campaigns, compose, and automation. Templates are managed from a consolidated page with two tabs: My Templates (your custom templates) and Template Library (pre-built templates).

View Templates#

Step 1. Go to /default/communications/templates

Step 2. The page opens on the My Templates tab showing a searchable table of your custom templates

Step 3. Each template shows its name, subject, category, usage count, status, and last updated date

Step 4. Click a row to expand and preview the template body, variables, and metadata

Template Library#

Step 1. Go to /default/communications/templates and click the Template Library tab

Step 2. Browse pre-built templates organized by category (Welcome, Follow-up, Nurture, Promotional, etc.)

Step 3. Filter by category using the dropdown, or search by name

Step 4. Click Preview on any template to see the full content

Step 5. From any library template, click:

• Compose — open the email composer pre-filled with this template
• Campaign — create a new campaign using this template

Create a Template#

Step 1. Go to /default/communications/templates and click New Template

Step 2. Enter the template details:

• Template Name — a descriptive name for easy identification
• Subject — the email subject line
• Category — choose from Welcome, Follow-up, Nurture, Promotional, Transactional, Re-engagement, or Other
• Body — compose using the rich text editor

Step 3. Use template variables to personalize emails. Available variables:

• {{first_name}}, {{last_name}}, {{email}}, {{phone}}
• {{job_title}}, {{category}}, {{status}}, {{score}}
• {{company_name}}, {{company_email}}, {{company_phone}}
• {{address}}, {{want}}

Step 4. Click Save

Tip: You can also generate a template using the AI assistant — click the AI icon in the editor and describe the email you want.

Edit a Template#

Step 1. Go to /default/communications/templates

Step 2. Click the edit icon on the template row, or click the row to expand and then click Edit

Step 3. Update the name, subject, category, or body

Step 4. Click Save

Using Templates#

Templates are available in three places:

1. Compose — when composing a single email at /default/communications/compose, select a template to pre-fill the subject and body
2. Campaigns — when creating a campaign at /default/campaigns/new, choose a template for consistent messaging
3. Automation — drip campaign steps can reference templates for automated email sequences

Tip: Use the Compose and Campaign action buttons directly from the template table to jump straight to composing or creating a campaign with that template pre-loaded.