Everyday email tools
Create and reuse email templates
Elite support2 min readThe quick answer
Save a message or snippet in Templates, then load it into a supported compose or campaign flow. Review personalization and recipient details before each send.
PREFER TO WATCH?
See it in action
Read the video transcript
Create a campaign named Partner briefings. Check the sender and business details, then continue.
Add first-name and company fields with fallback text. Write the message, add a three-day follow-up, and continue to recipients.
Select Maya and Jon, then continue. Review the two recipients and the follow-up timing together.
Run preflight and read each result. This example needs sender setup before it can be launched.
Return to Campaigns to find the saved draft. Complete the flagged checks before approving a live send.
Save and reuse a template
Open Templates
Use the content workspace to create a reusable message or snippet, with a name you can find later.
Write reusable content
Keep the subject/body appropriate for future recipients. Use supported merge variables with a fallback when personal data may be missing.
Load it in the compose flow
Choose Load template in the extension where the control is available, or choose the saved content in the relevant dashboard builder.
Review before sending
Personalize the final message, check recipients and links, and confirm tracking and unsubscribe behavior for this send.
IN YOUR WORKSPACE
What it looks like
The actual Templates content library, with fictional saved content.
- New template
Create reusable content for your inbox or campaigns.
- Reusable content
Choose a template, snippet, or signature and open it to edit.
