How to Create and Manage Email Templates
Note: the in-editor "Email Signature" block is a cosmetic preview only — it's not connected to your real signature settings on the Headers & Footers tab. Its "Update Signature Image" button isn't wired up either — don't expect a real upload there.
Create or edit an email template, understanding how your options differ by tier (see Who Can Use Each Email Template).
Before you start
The Manage Email Settings right.
Steps
- Go to Settings → E-Mail → Email Templates.
- Browse existing templates — filter by category, search, or switch between All / Required / Custom / Archived (top-level orgs also see System Defaults).
- Click New Template, or click an existing one to edit.
- In the editor:
- Set Template Name, Template Key (uppercase, 1–64 characters, only editable when creating new), Category, Description, and Preview Text.
- Click a Variable chip to insert it into the Subject line.
- Build the body from blocks: Paragraph, Table, Image, List, Separator — drag to reorder.
- Set Branding Options (header/footer logo), Background, Legal Text (pick from 9 canned types), and whether to Show Unsubscribe Link.
- Click Preview to see a live render, then Save.
Other actions
- Duplicate — copies a template under a new key (not available on SYSTEM templates).
- Reset to Default — only on REQUIRED templates; reverts to the platform's SYSTEM version.
- Archive / Unarchive — not available on SYSTEM or REQUIRED templates.
