Create an email template

Templates are reusable emails that any campaign in your team can use. Company details are filled in for each recipient with variables.

Before you start#

You need the Moderator role or higher to create or edit templates. Anyone in the team can view them.

Steps#

1. Open Templates and click New template. The Email Studio opens with the Personal note layout.
2. Rename it in the name field at the top. It starts as "Personal note".
3. Write the email in one of the edit tabs:
   • Design: build it from blocks with Add block: Text, Heading, Button, Image, Signature, Divider, Spacer and Footer.
   • Code: write HTML or React Email (TSX). Format tidies the code.
   • AI: have a draft written for you. See AI-written templates.
4. In Settings, fill in:
   • Subject (required);
   • Preheader: the line inboxes show after the subject;
   • Description (only your team sees this).
5. Click Save, or press Ctrl S (⌘S on a Mac).

You'll see "Template created". If something blocks saving, the header shows how many issues there are; click it to see "Fix these to save".

Preview#

The middle pane shows a live preview:

• switch between Desktop, Mobile, Dark and Plain text;
• the Sample data button above the preview lets you pick a real company, to see the email filled in with its details;
• turn on Missing data to see what shows when the contact's name, role or LinkedIn is empty.

Test send#

Click Test send to email the last saved version to your own account's address, with "[Test]" before the subject. The button is disabled until the template has been saved once, and unsaved edits aren't included, so save before testing. Your team needs a connected mailbox.

Show a block only sometimes#

In Design, each block has Show this block: Always, Only if a field has a value, or Only if a field is empty. For example, show a greeting with the contact's name only when it's known.

Limits#

• Name and subject: up to 255 characters.
• The whole email must be under 512 KB.

Troubleshooting#

• "Give the template a name" / "Add a subject line" / "Add at least one block" / "The HTML is empty": fix the item and save again.
• "Unknown variable": check the spelling against the variables list.
• "Connect an email integration for this team before sending a test.": see Integrations overview.
• Sent a few tests and see a limit message: test sends are limited; wait and try again.
• "Your role in this team can't do that. Ask a team admin.": you need the Moderator role.