Creating Reusable Templates

Why Use Templates?

Templates save time, maintain brand consistency, and make it easy for your team to create professional emails without starting from scratch every time.

💡 Pro Tip: Create templates for your most common email types: newsletters, promotions, announcements, and transactional emails.

Creating a Template

Go to Campaigns → Templates
Click "Create New Template"
Give your template a descriptive name
Design your template using the email editor
Add placeholder text where content will change
Click "Save Template"

Template Best Practices

Header: Include your logo and navigation
Hero section: Main message area with image
Body: Flexible content area
Call-to-action: Clear button or link
Footer: Contact info, social links, unsubscribe

Using Placeholders

Add placeholders for content that changes:

Example template structure:

[HEADLINE GOES HERE]

[Main content paragraph. Replace this with your campaign-specific message.]

[Additional content as needed]

[BUTTON TEXT]

Template Types to Create

Newsletter Template

Multiple content blocks for articles and updates

Promotional Template

Bold headlines, product images, strong CTAs

Announcement Template

Clean, focused on single message

Drip Sequence Template

Consistent format for automated series

Using a Template in a Campaign

Create a new campaign
In the email design step, click "Use Template"
Browse and select your template
The template loads into the editor
Replace placeholder text with your actual content
Customize colors, images, or text as needed

Managing Templates

Edit: Update template design and save changes
Duplicate: Create variations of existing templates
Delete: Remove unused templates
Organize: Use folders or tags to categorize
Share: Make templates available to team members

⚠️ Important: Changes to templates don't affect campaigns that already used that template. Each campaign saves its own copy.

Template Design Tips

Keep layouts simple and mobile-friendly
Use a single-column design for better mobile display
Include your brand colors and fonts
Add social media icons in the footer
Make unsubscribe link easy to find
Test templates across different email clients
Leave white space for breathing room

Maintaining Brand Consistency

Use templates to ensure every email reflects your brand:

Same logo placement in every email
Consistent color scheme
Standard font choices
Similar button styles
Unified voice and tone in placeholder text

📝 Creating Reusable Templates