Email Templates provide reusable, professional designs for your marketing campaigns. Create templates once and use them across multiple campaigns to ensure consistent branding and save time.
Template Categories
Organize templates by purpose:
| Category | Use Case |
|----------|----------|
| Welcome | New customer onboarding messages |
| Promotional | Sales, discounts, and special offers |
| Reminder | Service reminders and follow-ups |
| Notification | Important updates and announcements |
| Invoice | Payment and billing communications |
| Follow-up | Post-service thank you messages |
| Other | General purpose templates |
Creating a Template
| Field | Description |
|-------|-------------|
| Template Name | Internal identifier |
| Category | Select appropriate category |
| Subject Line | Default email subject |
| Content | Email body content |
Template Editor Features
| Feature | Description |
|---------|-------------|
| Rich Text | Format text with bold, italic, lists |
| Personalization | Insert customer data tokens |
| Preview | See how the email will appear |
| Save & Use | Template becomes available in campaigns |
Template Best Practices
| Practice | Benefit |
|----------|---------|
| Clear Subject Lines | Improve open rates |
| Mobile-Friendly | Ensure readability on all devices |
| Personal Touch | Use tokens for personalization |
| Call-to-Action | Include clear next steps |
| Brief Content | Keep messages focused and concise |
Managing Templates
| Action | Steps |
|--------|-------|
| Edit | Click template → Make changes → Save |
| Duplicate | Click template → Duplicate → Rename and modify |
| Delete | Click template → Delete (with confirmation) |
| Preview | Click template → Preview to see rendered output |