You can create different email templates to save time when building your campaigns.
From the Message Templates tab > Email
Steps to create an email template:
From the Campaigns tab, click on Message templates.
In the Email section, click Create a template.
Select an existing template if needed.
Name your template (max 50 characters).
Enter your email subject (max 78 characters).
Write the content (max 8,000 characters).
Click Confirm to save your template.
Customize text formatting
The formatting toolbar allows you to adjust the style and layout of your email.
Text formatting
Available options:
Text size: small, medium, large, extra large
Bold, italic, underline
Text color (14 available colors)
Layout
Available options:
Alignment: left, center, right
Bullet list
Insertion
Available options:
Emojis
Remove formatting
Hyperlink: insert, edit, or remove (not clickable in the editor)
Attachment: up to 4 files, maximum 20 MB each
Variable: first name, last name, company
💡 Organization tip: Link the template name to its campaign to stay organized.
Example: for a “2 Emails” campaign targeting dentists in Paris, you can name your template: Email 2 – Follow-up Dentists Paris.
This would correspond to the second follow-up email, sent if the first one remains unanswered.
From the Email step when creating a campaign
Steps to create an email template directly from a campaign:
Click Start a campaign, then All campaign models.
Use the Emails filter and select an email sequence.
Once at the Email step of your campaign:
Select an existing template if needed.
Name your template (max 50 characters).
Enter your subject line (max 78 characters).
Write your content (max 8,000 characters).
Click Confirm to move to the next step of your campaign.
Customize text formatting
All text formatting, layout, and insertion options are available.
💡 Good to know
You can also add a signature to your message.
Hyperlinks are not clickable in the editor, but they are in the email preview.
Preview and test your email
To preview your email, click Preview and test.
To send a test email, click Preview and test, then Send a test email.
💡 Good to know
Preview and test options are only available from the Email step of a campaign.
⚠️ Important:
A prospect who has already received an email template will not receive it again, even if the content was updated.
If you launch a campaign that includes a template already sent to a prospect, they will be automatically removed from the campaign.