Email Templates
Email templates are the reusable designs used by automations and broadcasts. Build them visually using content blocks, or generate them instantly with AI.
Creating a template
Go to Library → My Emails → New template. Give it a name (internal reference only) and a subject line. Then build the email body using the block editor on the left.
Content blocks
Templates are built from a stack of blocks. Add, reorder, and remove blocks in the left panel. The preview updates live.
Banner
A full-width colour header at the top of the email. Choose a background colour, title, optional subtitle, and a decorative pattern (wave, dots, grid, blob, or clean). The banner is always the first block and renders edge-to-edge.
Heading
An H1, H2, or H3 heading. Set the text, heading level, and alignment (left, centre, right).
Text
A rich paragraph block. Supports alignment. Use this for the main body copy of your email.
Button
A call-to-action button with a label, URL, alignment, background colour, and text colour. If you leave the text colour blank, it is automatically derived from the button background (dark button → white text; light button → dark text).
Image
An image block with a source URL, alt text, and alignment. Images are linked in by URL — host them on your own CDN or image host.
Divider
A thin horizontal rule for visually separating sections of content.
Spacer
An invisible block that adds vertical whitespace. Set the height in pixels.
Personalisation variables
Use double-brace syntax anywhere in the subject or body to insert lead-specific values at send time:
| Variable | Resolves to |
|---|---|
{{lead.name}} | Lead's name (from form field "name" or "firstName"), falls back to email |
{{lead.email}} | Lead's email address |
{{lead.phone}} | Lead's phone number |
{{lead.widget}} | Name of the widget this lead came from |
{{lead.data.fieldName}} | Any custom form field by its key |
Safe substitution
Subject line
The subject field supports the same {{variable}} syntax as the body. Example: Welcome to {{lead.widget}}, {{lead.name}}!
Generating templates with AI
Click ✨ Generate with AI in the template editor's sidebar. Describe the email you want in plain English:
"Welcome email for new home buyer leads. Warm and professional tone. CTA to book a free consultation."
The AI writes the subject line, populates a banner block with the right colour, and fills in heading, body copy, and a button — all using your description as context. You can edit any block after generation.
AI uses Claude Sonnet
ANTHROPIC_API_KEY environment variable is set.Previewing
The right panel shows a live email preview as you build. Variable placeholders like {{lead.name}} are shown as-is in the preview — they are substituted with real lead data at send time.
Editing existing templates
Go to Library → My Emails and click any template to open the editor. Changes take effect for future sends only — emails already sent are not retroactively changed.
Deleting templates used by a broadcast