Documentation

Email Templates

Email Templates

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

Email Templates list

Create and manage templates

  1. Create new

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

    Create new email template
  2. Preview

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

    Email template preview
  3. Edit

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

    Edit email template
  4. Delete

    Remove unused templates carefully if workflows still reference them.

    Delete email template

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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