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Campaign Email Templates

Reuse a polished email layout so your team can focus on the offer and the audience.

In the CRM: Email Campaigns → Campaigns → Templates

Make your campaigns recognizable

Campaign templates hold reusable layouts and content for the email workspace. Create a consistent introduction, service promotion or event invitation, then load a copy into each campaign and tailor the wording.

The template library shows type and available preview, edit, duplicate and default actions. These are the workspace’s built-in sample templates. Select the image to enlarge it.

Use a template in a campaign

  1. Open Templates and preview a suitable starting point. Duplicate a template when you want a reusable variation.
  2. Choose a campaign template type that fits your editor: HTML for a coded layout or Visual for the visual editor. Transactional templates serve a different sending use case.
  3. Edit the layout and save it with a name that describes its purpose.
  4. Open a draft campaign’s Content tab, choose the template and select Load copy. Review the replacement confirmation if the draft already has content.
  5. Tailor the copied message, preview it and send a test. The reusable template remains available for the next campaign.

Choose the right template library

Use this library for the campaign editor and bulk email layouts. Use Email Campaigns → System Templates for reusable CRM messages with contact, sender, appointment and buyer fields. Choose the library that matches the screen where your team sends the message.