Templates
Create and manage reusable email templates.
Templates Overview
Templates are reusable email drafts stored in your organization's library. Create templates for common email types and use them across multiple campaigns to save time and maintain messaging consistency. Templates are shared across your entire organization, so every team member has access to the same library.
Creating Templates
Create a template by providing a name, selecting a category, and writing the subject line and HTML body. Available categories include Introduction for first-touch emails, Follow Up for subsequent messages, Breakup for final emails in a sequence, Meeting for scheduling requests, and Other for everything else. Use the rich text editor for visual formatting or switch to raw HTML for full control.
Template Variables
Templates support the same personalization variables as campaign steps, including first_name, last_name, company, and title in double curly braces. Variables are not resolved in the template itself — they are replaced with actual prospect data when the template is used in a campaign step and the email is sent. This means one template works for all prospects.
Using Templates in Campaigns
In the campaign steps editor, click Use Template to load a saved template's subject and body into the current step. You can then customize the loaded content for that specific campaign without affecting the original template. This workflow lets you start from a proven template and tailor it to each campaign's audience.
Managing Templates
Duplicate a template to create a copy with all fields pre-populated, which is useful for creating variations of a proven email. Edit any template to update its content, or delete templates you no longer need. Templates are organization-wide and available to all team members, so changes are visible to everyone immediately.