Help guides

Manage email templates

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

How do you create an email 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.

Does creating a template send an email?

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.