Skip to main content

Templates

Templates store reusable email copy for campaign steps, newsletters, updates, announcements, and lifecycle emails.

Create a template​

  1. Open Templates.
  2. Click New template.
  3. Enter the template name and email content.
  4. Use placeholders for lead-list fields where needed.
  5. Save the template.

Use AI sections​

AI template blocks can generate body content during preview, test rendering, and future campaign sending. Account AI providers are configured in Settings.

Preview or test a template​

  1. Open a template.
  2. Choose preview or self-test.
  3. Select a connected Google email account from Email & Domain Setup when prompted.
  4. Send the test to the logged-in user's email address.

Template and campaign-step tests use the logged-in user's backend email as the recipient.

Notes​

  • Template records can be account-scoped or workspace-scoped based on active scope.
  • Campaign sequence steps copy template content into an editable snapshot.
  • Later library template edits do not silently update existing campaign steps.
  • Text/HTML plus AI sections are shown as Coming Soon where not active.