Templates

Templates let you create reusable email content for campaigns and Send API messages.

Template types

Type	Use when
HTML	You already have a finished email body or exported template.
Drag editor	You want a visual builder for layout, buttons, images, and sections.
AI-assisted	You want a first draft generated from your prompt and brand context.

Create a template

Open Marketing > Template.
Click Add.
Choose the template type.
Name the template clearly.
Build or paste the content.
Preview the result.
Save.

Template fields

Field	Use
Name	Internal name shown in lists and campaign/API selectors.
Subject	Default subject when the template is reused.
HTML body	Main rendered email body.
Plain text	Fallback for clients that do not render HTML.
Variables	Recipient or campaign values inserted at send time.
Buttons and links	Calls to action that can be click-tracked.

Use variables only when the value is present for every recipient or has a safe fallback.

Manage templates

From the template table you can:

Rename a template.
Preview the HTML output.
Edit the content.
Duplicate reusable templates.
Delete stale templates.

Best practices

Keep one template per message purpose.
Use a naming convention such as Onboarding - Welcome or Newsletter - Monthly.
Preview before every first use.
Keep unsubscribe content visible for marketing email.
Avoid large images as the only content.
Test with Gmail and at least one non-Gmail provider before a broad campaign.

Common mistakes

Reusing a marketing template for transactional email without removing campaign-specific language.
Hiding all critical text inside images.
Forgetting unsubscribe content on marketing mail.
Using placeholders that are not populated for every recipient.
Editing a shared template immediately before launch without sending a new test.

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