Communication

Create reusable email templates

Prepare inquiry, planning, and follow-up messages before sending.

1. Open Connected email and find Email templates. Start with your own subject and body or one of the inquiry follow-up, planning check-in, or post-event thank-you starters.
2. Insert supported merge fields with the picker. Use readable paragraphs, plain-text lists, and links; the email body is plain text.
3. Use sample preview to inspect the subject, substituted values, and message body, then Create template or Save template.
4. Use Duplicate template for an independent copy. New copies are disabled until you review and enable them.
5. In Campaigns, load the reviewed template and preview recipient content before queueing. Confirm the connected account, audience, consent, and delivery status.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.