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Why templates?

If your team sends a lot of email, you probably don’t want every message starting from a blank canvas. Email templates let you upload a designed HTML shell once — your header, footer, colors, and layout — and use it as the starting point whenever anyone creates a new email. Find them under Email > Templates.

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Adding a template

  1. Click Add > Add Email Template.
  2. Name your template.
  3. Upload your HTML file.
A screenshot of the Add Email Template dialog with a template name and an HTML file selected.
The HTML file must include a <!DOCTYPE> declaration. If you don’t have a designed template handy, create an email you love in the email editor first, grab its HTML from code mode, and upload that.

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Editing and approving

Your template opens in the same AI editor used for emails — chat to refine it, edit the code directly, and set optional default headers (from name, from address, reply-to, and a default subject) that flow into every email created from it. A screenshot of the template editor showing the uploaded HTML rendered in the preview with template-level default header fields. Templates follow the same approval model as emails: click Approve when it’s ready, and only approved templates show up in the template picker when creating a new email. A screenshot of the Templates list showing a template with an APPROVED status badge.

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Using a template

When you create a new email (Add > Create Email), pick your template from the Template dropdown instead of starting blank. The new email inherits the template’s layout and default headers — then you customize from there with chat, and the template stays untouched.

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What’s next?

Next: Email Blasts

Send a one-time email to a list — scheduled, or right now.