Email templates keep common messages consistent. Use them for repeatable layout, branding, sections, and personalization while still reviewing each send.

What this guide helps you do

• Create or update reusable email templates.
• Use customer properties with fallbacks.
• Keep templates aligned with site and brand styles.

Before you start

• Know where the template will be used: newsletter, broadcast, journey, or sequence.
• Gather approved brand assets, footer text, links, and sender expectations.
• List any personalization fields and fallback text.

Do it manually

1. Open Engagement templates or the email editor from a journey, broadcast, or newsletter.
2. Create a new template or duplicate an existing one.
3. Add reusable sections, content blocks, links, and footer text.
4. Add personalization only where the data is reliable.
5. Preview with sample customers and missing-data cases.
6. Save the template and use it in a draft send before broad reuse.

Ask Faster AI

• Create a clean service-business email template with a hero, intro, CTA, and footer. Use placeholder imagery.
• Review this template for missing unsubscribe link, broken personalization, and mobile readability.
• Rewrite this template in a warmer tone without changing the offer details.

Review before saving, sending, or starting

• Check mobile layout, link targets, footer, unsubscribe behavior, and fallback personalization.
• Do not put internal notes or private customer fields in templates.
• Keep reusable templates general enough that future sends do not inherit outdated copy.

Common issues and fixes

• If personalization renders blank, add fallback text.
• If the template looks off-brand, compare it with site design styles.
• If a template is campaign-specific, duplicate it instead of overwriting the reusable base.

After the newsletter sends

• Review delivery, opens, clicks, bounces, unsubscribes, and any replies before planning the next newsletter.
• Open Customer 360 for high-intent clicks or replies and create tasks when a human should follow up.
• Record what subject, offer, Audience, and timing worked so the next send starts from evidence.
• If results look risky, pause repeat sends until sender setup, list quality, or content is reviewed.

Newsletters people open

For how templates, fallbacks, and review make newsletter production consistent without flattening the voice, read the newsletter growth article. Grow a Newsletter People Actually Open.

Connected workflows

• Preview Audience counts before sending
• Respect unsubscribe and contact preferences
• Create a lead capture form
• Review campaign performance

Placeholder media

• Screenshot placeholder: add an annotated screenshot of manage email templates with customer names, emails, counts, and private campaign data blurred.
• Video placeholder: add a short walkthrough that starts from Engagement, shows the manual path, then shows the review step before any journey, broadcast, newsletter, or sequence goes live.

Related help

• Send a newsletter
• Manage email templates
• Review newsletter performance