Email templates

In shortEmail templates hold the design and body of your campaign emails. In CRM and email → Email campaigns → Email templates you can copy a predefined template, build one in the editor (a visual mode where you click to edit, and an HTML mode), or describe the email and let the AI template generator write it for a fixed credit price. Templates support placeholders such as {{name}}, and every sent email gets an unsubscribe link.

What templates are for

A template is reusable: write it once, then pick it in any campaign or form follow-up. Keeping your newsletter, offer and welcome emails as separate templates means each campaign takes minutes instead of an afternoon.

Before you start

• Know what the email is for and who gets it. A clear goal makes a better AI draft and a shorter edit.
• Have your brand colour and any images ready. The editor can upload an image and insert it.

Step by step

1. Open Email templatesGo to CRM and email → Email campaigns → Email templates. Filter by category, search by name, and open any card's menu to Preview, Use Template, Edit or Delete. Predefined templates can't be edited or deleted; Use Template opens an editable copy.
2. Build or edit in the editorClick Create Template. Fill in Template Name and Email Subject, then write the Email Body. In Visual mode, click anywhere in the email to edit it, and use the toolbar for bold, italic, headings, links, a CTA button, dividers, lists, alignment, tables and images. Switch to HTML to paste or edit code; the preview updates as you type.
3. Insert placeholdersIn the Insert Placeholder card, click Name, Email, Gender, Age, Custom Field or Unsubscribe to drop a token where your cursor is. At send time {{name}} becomes the contact's name, and {{custom.Field}} becomes that contact's custom field.
4. Preview and saveClick Preview Email to see it as recipients will. Then Create Template (or Save Changes when editing). Template Gallery in the same card lets you start again from a predefined layout.
5. Or generate with AIClick Generate with AI. Fill Describe your email goal (required), and optionally Industry, Template Type, Tone, Primary Color and Include image blocks. Generation can take up to 30 seconds. You then see the template's name and subject with three choices: Regenerate, Save & Edit or Save & Close.

Reading an AI draft

The generator writes a complete HTML email with a subject, placeholders and an unsubscribe link. Treat it as a first draft: check every fact, offer and link, swap in your real images and make the call to action match the page it points to. Then send yourself a test from the campaign composer before you use it.

• Say who it is for and what they should do. "A welcome email for new trial users that gets them to connect their first website" beats "a welcome email".
• Name one call to action. One button per email is easier to read and easier to measure.
• Pick the tone and colour up front. Changing them later means editing every section by hand or paying for another generation.
• Keep personalisation light. {{name}} is enough for most emails; empty fields show as blanks.