Templates
Templates
Templates are reusable emails — a subject and a body with personalization tokens — that any team member can pull into a campaign step instead of writing from scratch. This guide covers creating templates, the token system, and how templates flow into campaigns.
In this guide you will:
- create and organize templates by category
- use personalization tokens and preview the result
- apply a template inside the campaign email editor
The Templates page
Templates in the sidebar opens the library: stat cards (Total Templates, Categories, Recently Updated, Active Templates), a search box, a category filter, and a grid/list view toggle. Each template offers Preview, Edit, Duplicate, and Delete — deletion asks for confirmation and cannot be undone. Templates are shared across the team; editing rights follow your team role.
Creating a template
- Click Create Template (the button also opens automatically if you arrive with a create link).
- Fill in Template Name (required), an optional Description, and a Category. Available categories: welcome, promotional, newsletter (the default), announcement, transactional, follow-up, survey, and invitation. A template has exactly one category — there are no separate tags.
- Write the Email Subject and Email Body in the visual editor. The Personalize dropdown inserts tokens at the cursor.
- Use Preview to check the rendering, then Create Template.
Personalization tokens
The template editor's token set:
| Token | Resolves to |
|---|---|
{{first_name}} / {{last_name}} | Recipient's name |
{{email}} | Recipient's email address |
{{company_name}} | Company |
{{job_title}} | Job title |
{{custom_field_1}}, {{custom_field_2}} | Custom field slots |
Previewsubstitutes sample data ("John Doe", "Acme Corporation") so you can judge the email as a recipient would see it; unrecognized tokens render as a readable placeholder rather than raw braces.
The campaign editor uses a different token spelling — {{firstName}}, {{company}}, and friends. After applying a template to a campaign step, re-insert any personalization from the campaign editor's Personalize menu so every token matches the set the campaign sender resolves. See Sequence — personalization.
Using templates in a campaign
Inside the campaign email editor, the Templates button opens the gallery ("Choose from pre-built templates to get started quickly") with the same category filter. Clicking a template copies its subject and body into the current sequence step — from there the copy is independent, so editing the step never changes the template, and editing the template never changes campaigns that already used it.
Newsletter sends have their own editors (a rich-text writer and a drag-and-drop designer) — see Newsletters.
Do it via the API
Templates are fully manageable over REST — list, create, update, and render. See the Templates API reference. The AI Assistant can also draft templates for you on the Business plan.