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A template stores the parts of a marketing campaign that stay the same every time — the layout, the styling, the default list and sender — leaving only the actual message to write.

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The {{content}} Placeholder

A template is a complete email with one hole in it. Put {{content}} where the per-campaign message should go, and everything around it — header, footer, styling, unsubscribe — is reused on every send. That’s the whole idea: design the wrapper once, write only the middle each time.

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Creating a Template

  1. Select your company from the sidebar
  2. Go to Marketing Campaigns → Templates
  3. Click New Template
  4. Fill in:
    • Name and Description — how you’ll recognize it later
    • Subject — a default subject line
    • Default List — the Smart List campaigns usually go to
    • Default Sender — the sender profile to send from
    • The email body, with {{content}} where the message belongs
  5. Save
The defaults are starting points, not locks — you can change the list or sender on any individual campaign.

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Using a Template

From a template’s menu, choose Use template. The campaign form opens with the template’s styling and defaults already applied, ready for you to write the message and send. You can also Edit or Delete a template from the same menu.

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Tips

  1. Build one good template first. A single well-designed wrapper used consistently beats five half-finished ones.
  2. Put everything recurring in the template — logo, footer, social links, unsubscribe. If you retype it each campaign, it belongs here.
  3. Set the defaults you actually use. Filling in the usual list and sender removes two decisions per send.
  4. Send yourself a test after editing a template, before it goes to a real list.

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Next Steps