Create an email template

1 min readChecked against the dashboard on 22 August 2026

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Templates are reusable email designs. Build one once and every campaign and automation can start from it.

Create one

Open Templates and click New Template. You are asked for:

Name — internal, e.g. "Monthly Newsletter".
Default Subject — the subject a campaign inherits when it uses this template. Still editable per campaign.
Preview Text — "the preview snippet shown in the inbox after the subject". Worth filling in: it is the second line of text people see in their inbox, and leaving it empty means the mail client picks something for you, usually badly.

Then choose how to build the body:

Design a template — the visual builder. See Design a template.
Paste HTML — bring your own markup.

Writing HTML directly

If you paste HTML you also get:

HTML Body
Plain Text (optional)

Including a plain-text version is recommended. Some clients prefer it, and its absence is a small negative signal to spam filters.

Personalising

{{first_name}}, {{last_name}} and {{email}} work anywhere in the subject or body, and cost nothing. The template preview shows them filled in so you can see how the result reads.

Preview and test

Preview renders the template. Send a test puts a real copy in your inbox — always do this before using a template for a real send. See Send yourself a test.

Using it

Templates appear in the campaign builder's Content step under Start from a template, and in an automation's Send Email step.

Editing a template does not rewrite emails already sent, and a campaign that has already gone out is unaffected.

Next: open Templates → New Template, and fill in Preview Text while you are there.

Design a template in the builderThe visual builder assembles an email from blocks, so you get email-safe HTML without writing any.Send yourself a test emailPreview shows how a design renders here. A test send shows how it renders in a real inbox, which is the only thing that actually counts.Create and schedule a campaignThree things must exist before a campaign can be created: a sender profile, an audience, and your email content. The campaign builder will not let you past step 1 without the first two.

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Agent PK answers from these same articles, looks at your own account, and can do the task for you once you confirm. Open it from the top bar in the dashboard.

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