Email templates

A template is a saved email design you can reuse across campaigns. Each one stores a body layout, a subject line, an optional preheader, and an optional brand kit, so you can start a new campaign from a finished design instead of a blank canvas. You manage templates under Templates and apply them from the first step of the campaign composer.

The Templates list

The list has a row per template with four columns: Name, Subject, Brand kit, and Updated. When a template has no brand kit linked, the Brand kit cell shows a dash. Templates are ordered with the most recently edited first.

Clicking a template name, or the pencil icon at the end of its row, opens the editor. The trash icon deletes the template. Until you have created one, the list shows an empty state: “No templates yet” with the explanation “Templates define the layout, copy, and brand styling of marketing emails.”

Creating a template

Click New template to open the editor. The Template details card holds the metadata:

• Name: internal label for the template. Required; up to 255 characters.
• Subject line: the subject line saved with the template. Required; up to 998 characters.
• Preheader: optional preview text most email clients show below the subject in the inbox. Up to 255 characters.
• Brand kit: optional. Leave it on “None (use default styles)” or pick a kit to apply its colours, fonts, and logo to the compiled email.

Below the details, the Email body card holds the same block-based design editor used to write a campaign's content: add, reorder, and style blocks to lay out the email. Build the email there, then click Create template. On save you land on the template's edit page, where the same form reads Save changes instead.

Applying a template to a campaign

The first step of the campaign composer, Template, is headed “Select a template or start from scratch.” It fills the whole step with a single grid: a Start from scratch card alongside your saved templates. Each template card renders a thumbnail of its compiled email; clicking one opens a full preview where Use this template applies it to the campaign. A search box filters the grid by template name.

Applying a template copies its body design and compiled content into the campaign and records which template it came from. Templates can only be applied while the campaign is a draft or scheduled; once a campaign has sent, the composer is read-only. If no templates exist, the step prompts “No saved templates yet. Create one under Templates, or start from scratch above.”

Saving a campaign as a template

If you have already designed a campaign and want to reuse it, a Save as template button appears in the composer's bottom bar from the Content step onward (see Composer). It opens a small panel: “Snapshots the current design + subject as a reusable template. Later edits here won't change the template.” Enter a name (it prefills with the campaign name), click Save template, and the new template appears under Templates.

The snapshot copies the campaign's subject, preview text (stored as the template's preheader), brand kit, and body design. It is a point-in-time copy: later changes to the campaign do not flow back to the template, and editing the template does not touch the campaign. A blank name is rejected with “Enter a template name.”

Templates are snapshots, not live links

When you apply a template to a campaign, its content is copied at that moment. Editing the template afterward does not change campaigns that already used it; each campaign keeps the copy it received. To roll out a revision, edit the template and apply it again to a new campaign.

Deleting a template

The trash icon on a template row prompts “Delete template ‘…’? This cannot be undone.” before removing it. Deletion is a soft delete: the template stops appearing in the list and in the campaign template picker, but campaigns that already applied it keep their copied content, since each campaign holds a snapshot rather than a live link.