Email Templates

Templates are reusable email designs that save you time when creating broadcasts, sequences, and automated emails. Instead of writing the same content repeatedly, create a template once and use it across your email marketing.

How Templates Work

Templates store your email content including:

• Label - An internal name to identify the template
• Subject line - The email subject recipients see
• Preview text - Text shown after the subject in inbox previews
• Body content - The email content itself
• Tags - Internal labels for grouping related templates

When you create a broadcast or sequence step, you can start from a template. The template’s content is copied to your new email, which you can then customize as needed.

Creating a Template

To create a template:

1. Navigate to Templates in the sidebar
2. Click New Template
3. Choose your editor type: Rich Text, HTML or Drag and Drop

Editor Types

Rich Text (Recommended for most users) - Simple visual editor with formatting toolbar - Bold, italic, underline, and strikethrough text - Links and images, uploaded or picked from File Assets - Lists (bulleted and numbered) - Text alignment options

HTML (Advanced users) - Full HTML code editor - Complete control over email design - Syntax highlighting - Best for custom branded designs

Drag and Drop - Build the email from pre-built blocks - Design visually, with no code - See Drag-and-Drop Email Builder

Template Fields

Viewing a Template

Click any template to view its details and preview how it will appear in recipients’ inboxes.

The template detail page shows:

• Email preview - See how your email looks on desktop and mobile
• Quick Actions - Create a broadcast directly from this template
• Details - Creation and update timestamps
• API Usage - Endpoint and example code for API access

Using Templates

In Broadcasts

From the template detail page, click Create Broadcast to start a new broadcast pre-filled with the template’s content. You can also select a template when creating a new broadcast.

In Sequences

When adding an email step to a sequence, you can select a template to use as the starting content.

In Opt-In Forms

Templates can be used for: - Confirmation emails - Sent when subscribers confirm their subscription - Welcome emails - Sent after subscribers are confirmed

Personalization

Templates support Liquid variables for personalization:

Hi {{ subscriber.first_name | default: "there" }},

Thanks for subscribing to our newsletter!

Standard Variables

• {{ subscriber.email }} - Subscriber’s email address
• {{ subscriber.first_name }} - First name
• {{ subscriber.last_name }} - Last name
• {{ unsubscribe_url }} - Unsubscribe link

Custom Data Variables

If your subscribers have custom data stored as JSON (e.g. via the API), you can access those fields in templates using any of these equivalent syntax patterns:

{{ subscriber.data.my_field }}
{{ subscriber.custom_data.my_field }}
{{ data.my_field }}
{{ custom_data.my_field }}

All four forms are interchangeable. Use whichever reads most naturally in your template.

For example, if a subscriber has the custom data {"unsubscribe_token": "abc123"}, you could write:

<a href="https://example.com/unsubscribe/{{ subscriber.data.unsubscribe_token }}">Unsubscribe</a>

Confirmation Templates

Confirmation templates are a special type of template used for double opt-in subscriber confirmation emails. They have their own dedicated section in the sidebar under Templates > Confirmation.

Every channel automatically gets a default confirmation template when created. You can customize it or create additional confirmation templates for different use cases.

Accessing Confirmation Templates

Navigate to Templates in the sidebar, then click Confirmation in the navigation menu.

Creating a Confirmation Template

1. While on the confirmation templates page, click New Template in the sidebar
2. Check the Create as confirmation template checkbox in the format chooser
3. Choose Rich Text or HTML editor
4. Fill in the template fields

Confirmation Template Fields

Available Variables

Use these Liquid variables in your confirmation template’s subject and body:

• {{ confirmation_url }} - The link subscribers click to confirm. It is a plain URL: put it in a link or button (<a href="{{ confirmation_url }}">Confirm</a>) rather than on its own, or it shows as bare text
• {{ channel_name }} - Your channel’s name
• {{ email }} - Subscriber’s email address
• {{ first_name }} - Subscriber’s first name
• {{ last_name }} - Subscriber’s last name
• {{ name }} - Subscriber’s full name
• {{ unsubscribe_url }} - Unsubscribe link

Default Confirmation Template

Each channel can have one default confirmation template. This template is used when subscribers are created via the Subscribers API with double_opt_in: true and no specific template is specified.

Toggle the default switch on the confirmation templates index page, or tick Default confirmation template in the template’s edit screen, to change which template is the default. The checkbox asks you to confirm first. Setting a new default automatically unsets the previous one.

Confirmation Page Text

The confirmation template controls the page subscribers see after clicking the confirmation link. On the template’s edit screen, the Confirmation page card under the email previews it, and Edit Page opens the full-screen page editor in a new tab. There you can write the heading and body for any of the six page states (Confirmed, Already Confirmed, Link Expired, Link Not Found, Confirmation Failed, Generic Error) in each of the channel’s languages, add a button that sends subscribers on (for example back to your website), and set the page’s colours.

The page editor previews every state as you type. You can also open the Confirmed state from the template’s detail page with Preview confirmation page.

For full details, including how the page is reached from each subscriber-creation flow, redirect-URL behavior, and the resolution chain, see Confirmation Pages.

Managing Templates

Organising Templates with Tags

Tags group related templates so a large library stays navigable. Add them in the Tags field when creating or editing a template: type a tag and press Enter, and repeat for as many as you need.

Tags are internal. Recipients never see them.

Tags appear beneath each template name on the list. Click one to show only the templates carrying that tag, and Reset to clear the filter.

A template’s own page shows its tags next to the editor type, and those are clickable too: a quick way to jump from one template to everything related to it.

Useful groupings include the campaign a template belongs to (onboarding, black-friday), its role (transactional, newsletter), or its state (needs-review). Tags travel with a template when you clone it or copy it to another channel.

Copying a Template to Another Channel

If you run several channels, a template built in one can be copied into another instead of pasting HTML by hand.

On the template’s page, pick the destination channel and click Copy to channel.

The copy is independent of the original: editing either leaves the other untouched. Subject, preview text, body, editor type and tags all come across.

The confirmation message includes a View in <channel> link, which switches you to the destination channel and opens the copy in one step.

A few things worth knowing:

• Only channels you have access to appear in the list.
• If the destination already has a template with the same name, the copy is named <name> (Copy) so nothing is overwritten.
• Images keep working. Uploaded files are shared across channels rather than owned by one, so pictures embedded in the body still display in the destination channel.
• The copy never inherits the default confirmation template flag, since each channel has its own default.

Duplicating Templates

Click Clone on any row of the Templates list to make a copy. This is the fastest way to build a family of related emails: design one, clone it, and change only what differs.

The Clone action is always available; it simply brightens when you hover the row, so a long list stays easy to scan.

The copy is named Copy of <original label> and includes the subject, preview text, body content, and editor type of the original. Cloning the same template more than once adds a number to keep labels unique (Copy of Welcome Email (2)).

The copy is a completely independent template: editing it never affects the original, and it starts out unused by any sequence or opt-in form.

Note: Cloning requires the Duplicate templates permission on the channel. If the Clone button is not visible, ask an administrator to grant it under Users → Permissions.

Editing Templates

Click Edit on any template to modify its content. Changes to templates do not affect emails that were already created from them.

Note: If a template is used by sequences or opt-in forms, editing it will affect future emails sent by those features.

Deleting Templates

Templates can be deleted from the template detail page using the dropdown menu. However, you cannot delete a template that is:

• Used by sequence steps
• Used by opt-in forms (as confirmation or welcome email)

Remove the template from those features first before deleting.

Bulk Operations

Select multiple templates using the checkboxes to perform bulk delete operations.

API Access

Templates are accessible via the REST API. From any template’s detail page, you’ll find:

• The API endpoint for that template
• A cURL example
• The expected response format

See API Templates for full API documentation.

Best Practices

1. Use descriptive labels - Make it easy to find the right template later
2. Include preview text - Improves open rates by giving more context in inboxes
3. Test personalization - Send test emails to verify Liquid variables render correctly
4. Keep templates focused - Create separate templates for different purposes rather than one generic template
5. Review before using - Always preview templates before creating broadcasts