Welcome
Email Template helps you build polished, reusable layouts for outbound mail. Strong structure and consistent branding make it easier for readers to scan, trust, and act on your message.What you can do
- Create templates that match your voice and visual identity.
- Reuse blocks and patterns so every send feels intentional, not rushed.
Email template overview
Open Email Templates in the left sidebar.Initial setup
To add a template, click Create New Template in the upper-right corner. You land on the editor:


Variables
Double curly braces in the HTML are variable placeholders. They keep most of the template fixed while you personalize the rest per send—roughly the same structure every time with room for names, dates, links, and other field-specific content. To preview filled-in values, use the inputs above the preview. Here is the earlier example after supplying variable values:
Need help with the Email Template Node?See your team’s Email Template Node walkthrough or ask your FDE for details.
Saving and editing
Click Save in the top right when you are finished. To edit an existing template, select its name in the Email Templates list on the left.Headers and footers
Near the top of the interface, use the toggle to open a tabs drawer with Editor, Headers, and Footers.


Creating headers
On Headers, click Create Header to open the split editor: HTML on the left (monospace), live preview on the right.

Creating footers
On Footers, creation matches headers: same split-screen HTML and preview. The default starter content is tuned for footer typography and spacing.
Assigning header and footer
On Editor, click Assign Header and Footer. The modal shows scrollable Headers (top) and Footers (bottom) as cards on the left, with matching live previews on the right.

