Email Templates
Reusable subjects and bodies for campaigns and workflow Send Email actions. Use merge tokens for personalization.

Create and manage templates
Create new
Add a template with category (Welcome, Follow-up, Newsletter, etc.), subject, and HTML body.

Preview
Preview renders how the email looks before you use it in a campaign.

Edit
Update subject or body anytime — campaigns that reference it can reuse the latest copy when configured to.

Delete
Remove unused templates carefully if workflows still reference them.

Tips
- Name templates by use case (Demo Confirmation, Win-back) so campaigns are easy to configure.
- Test tokens with a real lead preview before launching.
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