Templates & Personalization

Using variables

  • Insert personalization with custom fields, e.g., {{firstName}}.
  • Fallbacks are supported: {{company || "there"}}.
  • Preview data before sending to verify replacements.

Snippets & blocks

  • Create reusable intro, CTA, and signature blocks.
  • Keep branding consistent across campaigns and newsletters.
  • Version templates to track iterations and results.

AI assistant

  • Generate subject lines and email bodies from prompts.
  • Choose tone and length; refine with quick edits.
  • Use for cold outreach, follow‑ups, thank‑yous, and promotional emails.

Conditional content

  • Show/hide blocks based on tags or field values.
  • Use segments to tailor CTAs for different audiences.
  • Keep conditions simple to avoid layout complexity.

Best practices

  • Avoid spammy phrasing and excessive formatting.
  • Keep subject lines under ~60 characters; use preview text.
  • Test render on mobile and dark mode.