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Email Templates

Reusable rich-text templates with inline variables, categories, shared/private visibility and usage tracking.

Watch: Email Templates in 90 seconds

What it does

Email Templates is the library your campaigns draw from: rich-text templates organised by category (Sales, Follow-up, Onboarding, Outreach, Custom), marked shared or private, with a usage count showing which ones actually get used.

The templates libraryThe templates library

Create a template

  1. New Template — name, category and visibility.
  2. Write the subject — type { anywhere to open the variable picker ({first_name} etc.); variables show as chips with optional fallback values.
  3. Write the body in the rich-text editor and save.

The template editorThe template editor

Worth knowing

  • Preview renders the real email HTML in a sandbox, with the variable list and usage count alongside.
  • Duplicate from the preview to iterate on a working template without touching the original.
  • This page manages rich-text templates; visual-builder and HTML templates are managed from the campaign editor itself.

Related

  • Email Campaigns — the template picker filters by the campaign's content mode.

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