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Email campaigns and templates

How to create a reusable email template

In Marketing › Emails › Templates, click New, pick a template from the library or start from scratch, edit it in the builder and click Save Template. You can then use it in campaigns, workflows and conversations.

Updated on

Before you start

  • There are two kinds of reusable content:
    • Email templates: full emails built in the builder, for campaigns and workflows.
    • Snippets: short texts (email or SMS) you insert into a conversation with one click, for frequent replies.
  • To use snippets in Conversations, the user needs the view and manage conversations permission (under Settings › My Staff).
Where to find it

Marketing › Emails › Templates › New

Step by step

Create an email template

  1. In the left menu, open Marketing and click Emails.
  2. Open the Templates tab and click New.
  3. Choose Email Marketing Templates.
  4. Browse the library for a design that fits (you can search and preview) or start from scratch. Click Choose template.
  5. The template opens in the builder. Change the text, images, colors and buttons to match your brand.
  6. Add the unsubscribe link to the footer if you don't use the automatic one.
  7. Click Save Template.
  8. To test it, open the three-dot menu, choose Test Email, enter the recipient and click Send Test Email.

Use the template

  1. In a campaign: in Templates, open the template's three-dot menu and choose Create Campaign.
  2. In a workflow: in the Send Email action, pick the template from the template list.

Create a snippet for quick replies

  1. Open Conversations and click Snippets at the top.
  2. Click New Snippet and choose Add Email Snippet (or Add Text Snippet for SMS).
  3. Give it a clear name (for example, "Opening hours"), write the content and add custom values if you like.
  4. Click Save.
  5. In a conversation, click the snippets icon in the message composer, pick the snippet, review the text and send.

Tips

  • Organize snippets into folders (for example, Sales, Support, Appointments) with New Folder.
  • Use custom values instead of typing dates or links that change: update them in one place and every template stays correct.
  • You can duplicate a template or snippet to make a variation without touching the original.

Common problems

  • I don't see Snippets in Conversations → Ask an admin to turn on the view and manage conversations permission for you under Settings › My Staff.
  • I changed the template but an old campaign didn't change → A campaign keeps its own copy of the email. Edit the campaign itself.
  • The template test email fails → Check for broken custom values (missing or extra braces) and make sure the sender is a valid email address.

Frequently asked questions

Is a snippet the same as a WhatsApp template?

No. WhatsApp templates must be approved by Meta and are created separately.

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