Use a ready-made email template, or save your own
Templates are finished emails you can drop straight into a campaign — the library comes with several, and you can copy, edit and save your own.
Open this screen in the app ↗A template stores a subject line and an email body you can reuse. Using one fills in a new campaign for you instead of starting from a blank page.
Find and preview a template
- Click Email in the left menu, then Templates.
- Type into Search templates... to filter by name or subject.
- Click All, Sales, Nurture, Onboarding, Post-Purchase or Custom to filter by category.
- Click a template's thumbnail to open the full preview.
In the preview, variables are shown filled in with sample details — {{first_name}} appears as "Priya". Anything in [square brackets] is highlighted in yellow: those are the parts you replace with your own details before sending.
Use a template in a campaign
- Click Use in Campaign on the card, or in the preview. It opens a brand-new campaign with the template's name, subject, preview text and body already filled in.
- Replace anything in [square brackets] with your own details.
- Choose your recipients and send, as in any other campaign.
You can reach the same templates from inside the campaign builder — click Templates in the Content step. That replaces the campaign's current subject and body, so use it before you start writing, not after.
Make a template of your own
- Click Create Template.
- Type a Template Name — this is how you will find it later.
- Choose a Category.
- Type your Subject Line.
- Write the email in the box below.
- Click Insert Variable and pick a variable to drop it into the body.
- Click Preview to check how it reads, then click Save.
Save stays greyed out until the name, the subject line and the body all have something in them.
A Ready-made template cannot be changed in place. Clicking the pencil on one creates a copy called "(My version)" and opens that for editing, leaving the original untouched. Ready-made templates also have no bin icon — only your own templates can be deleted.
Sequence emails fill in {{first_name}}, {{email}} and {{phone}} only — a template written with {{tag}}, {{company}} or {{date}} is for campaign use, not for pasting into a sequence.