Templates Library

Difficulty: Beginner | Time: 5 min | Tier: All Plans

The Templates Library is your central hub for reusable email and proposal templates. Create a template once, then use it across campaigns, sequences, automations, and one-off emails — ensuring consistent messaging and saving hours of writing time.

Steps

1. Navigate to Tools > Templates in the sidebar.
2. Click + New Template.
3. Choose a template type:
   • Email Template — For campaigns, sequences, automations, and manual emails
   • Proposal Template — For generating proposals with pre-filled sections
4. Give your template a name (e.g., "Q1 Follow-up Email").
5. Write your content in the rich text editor. Use merge tags like {{contact.full_name}} for personalization.
6. Click Save.

Using Templates

• In Campaigns: Select a template when composing your campaign email.
• In Sequences: Choose a template for each step in your sequence.
• In Automations: Select a template for the "Send Email" action.
• Manual emails: When emailing a contact, click "Use Template" to insert template content.

Managing Templates

• Edit: Click any template to open it in the editor. Changes do not affect previously sent emails.
• Duplicate: Create a copy of an existing template to use as a starting point.
• Delete: Remove templates you no longer need. Active campaigns using the template are not affected.
• Search: Use the search bar to find templates by name.

Related Articles

• Build Your First Automation — Use templates in automation email actions
• Sequences Overview — Use templates in multi-step sequences
• Campaigns Overview — Use templates in bulk email campaigns

Need help writing effective email templates? Ask Sally in the chat bubble for copywriting tips.