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Create and manage email campaign templates

Learn how to create, edit, and manage email campaign templates in Performance Leader. Step-by-step guide for admins to build reusable email templates for effective team communications.

Email campaign templates make it easy to send consistent and professional communications to your team. This guide will walk you through accessing, editing, and creating email templates, so you can quickly set up campaigns that resonate with your audience.

Accessing email templates

Email templates are stored in one central location, making them easy to find and manage.

  1. Click on Email Campaigns in the admin menu

  2. Select Email Templates from the header at the top

  3. You'll see a list of existing templates, where you can delete, duplicate, or edit as needed

3 parts to an email campaign template

The template editor has two tabs, with a live email preview on the right that updates as you type.

  1. Settings tab: Set the template name and category, plus the call-to-action button text and destination

  2. Content tab: Write the email subject line and message body

  3. Live preview: See exactly how the email will look as you make changes

Editing an existing template

Making changes to templates is straightforward, with live previews to help you see your edits in real-time.

  1. Click into the template you wish to edit

  2. Update the text in the content section — changes will appear dynamically in the preview

  3. Modify the call to action button text or link as required

  4. Click Save Template when you're finished

Creating a new email campaign template

Building a template from scratch gives you complete control over your message and design.

  1. Click the Add template button

  2. Give your template a name (e.g., "Objective Reminder")

  3. Select a category for the template

  4. Add a subject line for the email (e.g., "Update Your Objectives")

  5. Draft your email content manually, or use the AI function if enabled

  6. Make edits as needed — the preview screen updates live

Generating email content with Compass AI

If your firm has AI enabled, Compass can draft the body of the email for you. This is most useful when you want a professional nudge written quickly rather than composed from scratch.

  1. In the template editor, open the Content tab.

  2. Click Generate with AI, beside Message Body.

  3. Compass drafts the message based on your template's purpose.

  4. Edit the result as you would any other content — the preview panel on the right updates live as you type.

  5. Add your subject line and call to action button, then save the template.

Treat the output as a first draft. It is quicker to edit generated text than to start from an empty editor, but the email goes to your people in your firm's name — read it before you save.

If AI is not enabled for your firm, this option will not appear. See Enable or disable Compass AI features.

Setting up the call to action button

The call to action button guides users to take the next step, whether that's updating objectives or completing a task.

  1. Update the button text that will display in the email (e.g., "Update Objectives")

  2. Set the destination link — choose where clicking the button will take users (e.g., the Objectives module)

  3. You can link to any of your existing modules

Saving and using your template

Once you're happy with your template, it's ready to use in your email campaigns.

  1. Click Save Template to finalise your work

  2. Your new template will appear on the email template dashboard

  3. You can now attach this template to any email campaign

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