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Channels & Automation

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Beautiful campaigns that convert

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  • The template editor
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Documentation/Templates

Template library

Predefined and saved templates, and how to manage them.

Templates are reusable email designs. Build one once and use it for any number of campaigns and flows.

The library

Open Template Builder → Email Template from the sidebar. The library has two tabs:

TabWhat's in it
Email PredefinedReady-made designs from NevTan — a starting point you can copy and adapt
Email SavedTemplates you've created and saved yourself
The template library

Predefined and saved templates

Each template shows a miniature preview so you can recognise it at a glance, and the search box filters by name.

Creating a template

Two buttons sit at the top right:

Create with AI

Describe the email you want and let AI build it.

Create

Start from a blank canvas in the drag-and-drop editor.

Using a template

  • In a campaign — pick it at the message step. See Create & send a campaign.
  • In a flow — attach it to any email step. See Custom flows.
  • Copy a predefined one — open it, edit it, and save your own version into Email Saved.

Managing your templates

  • Edit — click a saved template to open it and change it. Edits may require re-approval.
  • Delete — the delete icon appears on cards in the Email Saved tab only; you'll be asked to confirm.
ℹ️

Templates go through an approval step before they can be used for real sends — see Template approval.

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Reading a campaign's results

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Create with AI

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On this page

  • The library
  • Creating a template
  • Using a template
  • Managing your templates