By the end of this guide, you'll know how to access the Templates section, create and manage email templates, customize them with subject lines and content, and reuse templates inside your campaigns to save time and maintain consistency.

Writing emails from scratch for every campaign wastes time and creates inconsistency. Email templates let you:

Templates turn successful emails into reusable assets that compound your outreach effectiveness over time.

Before creating templates:

Step 1: Navigate to Templates

Click your workspace/profile name in the bottom-left, then click Templates.

Step 2: Open Email templates and create a new template

In the Templates page, click the Emails tab, then click Create new template.

Step 3: Select your template and add the subject line and email body

After creating the template, select it from the list on the left. Then add your subject line and write your email content in the editor on the right.

Tip: Leave the subject line blank if you want follow-up emails to remain in the same thread as previous emails. Blank subject lines keep the conversation threaded in the recipient's inbox.

Example subject lines:

Email structure best practices:

Example email template:

Hi {{firstName}},

I noticed {{companyName}} is growing fast in the {{industry}} space. Most companies at your stage struggle with [pain point].

We help [similar companies] solve this by [brief solution]. Would it make sense to explore how this could work for {{companyName}}?

Happy to share a quick example if useful.

Best, [Your Name]

Use personalization variables like {{firstName}},{{companyName}},{{industry}} to make the template dynamic.

Step 4: Format your email (optional)

Use the editor toolbar to add formatting, links, and other elements as needed. Keep formatting minimal for better deliverability. Plain text emails often perform better than heavily formatted ones.

Step 5: Save your template

Your changes are auto-saved as you edit, so the template remains available in your template list for reuse.

Step 6: Delete a template (optional)

If you no longer need a template, open it and click the trash icon.

Step 7: Confirm deletion

When the warning message appears, click Confirm to permanently delete the template. This action can’t be undone.

Step 1: Open the template picker in an email step

Inside your campaign’s email step, click the template icon in the composer toolbar, select Templates, and use the picker to browse your saved templates.

Step 2: Select your saved template

Choose the template you want from the list to load it into the email step.

Step 3: Customize if needed

You can edit the loaded template for this specific campaign without changing the saved template.

Adjust content, add campaign-specific details, or modify variables as needed. To personalize an email for a specific contact, navigate to the Launch section of your campaign, select the contact, and make necessary changes to the email content before sending.

Step 4: Save and continue building your sequence

Once the template is added to the email step, continue building the rest of your sequence.

Marketing Agency Builds Template Library

A marketing agency runs cold outreach campaigns for 10 clients across different industries. They create a template library to streamline campaign launches.

Their template structure:

Template 1: "Cold Intro - Problem-Solution"

Template 2: "Follow-up 1 - Social Proof"

Template 3: "Follow-up 2 - Breakup Email"

Template 4: "Event Invite - Webinar"

Workflow:

Result:

Key takeaway: A well-organized template library turns campaign creation from a writing task into a configuration task, much faster and more scalable.

Issue: My template variables aren't working in campaigns

Root cause: Variable names in the template don't match the lead data column names

Fix:

Issue: I saved a template, but can't find it when creating a campaign

Root cause: Template may not have saved correctly, or you're looking in the wrong place

Fix:

Issue: The preview shows {{variable}} or broken variables

Root cause: Variable syntax is incorrect or there's a formatting issue

Fix:

Build a template library by use case: Create templates for each stage of your funnel (intro, follow-up 1, follow-up 2, breakup, re-engagement). This covers all scenarios.

Use descriptive names: Name templates clearly so you can find them quickly. "SaaS Cold Intro" is better than "Template 1."

Include variables for flexibility: Use variables like {{industry}}, {{painPoint}}, {{productName}} to make templates adaptable across different audiences without rewriting.

Keep templates concise: Shorter emails (50-100 words) generally perform better than long ones. Templates should be brief and easy to scan.

Test template variations: Create two versions of the same template (e.g., "Cold Intro - Short" vs. "Cold Intro - Long") and A/B test them to see which performs better.

Update templates based on data: Review campaign analytics quarterly. If a template consistently underperforms, revise it and save the improved version.

Version your templates: If updating a successful template, save the new version with a version number (e.g., "Cold Intro v2"). This lets you compare old vs. new performance.

Include placeholders for manual personalization: Add brackets like [mention their recent LinkedIn post] to remind yourself to personalize specific sections before sending.

Export templates as backups: Periodically copy template content to a Google Doc or spreadsheet as a backup in case you need to restore or reference old versions.