Email Templates

Overview

Email Templates allow you to create reusable email designs that can be used in campaigns. Save time by creating templates once and using them multiple times.

Features

Template creation and editing
HTML and text templates
Variable placeholders
Template categories
Template preview
Template library

Accessing Templates

Navigate to Email > Templates from the main menu.

Creating a Template

Click New Template button
Fill in template details:
Name: Template name
Subject: Email subject line
Category: Template category (optional)
Description: Template description
Design email content:
HTML Editor: Rich text editor
Text Editor: Plain text version
Variables: Use placeholders like {{firstName}}
Preview template
Click Save

Template Editor

HTML Editor

Rich text formatting
Insert images
Add links
Style text
HTML code editing

Text Editor

Plain text version
Simple formatting
Variable support
Preview available

Variables

Use variables for personalization:

{{firstName}}: Contact's first name
{{lastName}}: Contact's last name
{{email}}: Contact's email
{{company}}: Company name
{{jobTitle}}: Job title
Custom variables

Template Categories

Organizing Templates

Create categories
Group related templates
Filter by category
Easy navigation

Common Categories

Welcome emails
Follow-ups
Promotional
Transactional
Newsletters

Using Templates

In Campaigns

Create or edit campaign
Click Use Template
Select template
Variables auto-populate
Customize as needed
Save campaign

Template Selection

Browse templates
Search templates
Filter by category
Preview before use

Editing Templates

Find template in list
Click Edit
Modify content
Update variables if needed
Preview changes
Save updates

Template Preview

Preview Options

Desktop view
Mobile view
Text version
Variable preview

Testing Templates

Send test email
Preview with sample data
Check formatting
Verify variables

Managing Templates

Duplicating Templates

Click Duplicate on template
Template is copied
Edit as needed
Save as new template

Deleting Templates

Click Delete on template
Confirm deletion
Template is removed

Note: Templates used in campaigns may still be referenced.

Template Library

Browse all templates
Search templates
Filter by category
View usage statistics

Best Practices

Create Reusable Templates: Design for multiple uses
Use Variables: Personalize with variables
Test Before Use: Preview and test templates
Organize: Use categories effectively
Keep Updated: Maintain current templates
Document: Add descriptions to templates

Troubleshooting

Template Not Displaying

Check template is saved
Verify HTML is valid
Review editor settings
Clear cache

Variables Not Working

Verify variable syntax
Check variable names
Ensure contact data exists
Test with sample data

Related Features

Create professional email templates to streamline your campaign creation process.