Help guides

Manage email templates

Templates are reusable email bodies for campaigns and sequences. They do not send a message by themselves.

Create a template

Open Email → Templates and choose New Template. Name it and write the body, or start from a supplied template. Admins and managers can manage templates.

Reuse and review

Select the template when composing a campaign or sequence. Set the subject where the template is used, review the rendered message and confirm recipients before sending.

AI and delivery

AI drafting uses workspace AI credits and needs review. Sending requires a connected email provider; having an AI draft or a template does not establish delivery.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.