Email Templates
A template is a full email with one Content area. Everything around it — header, footer, style — is the frame that stays exactly as designed; the Content area is where each email's content goes, by hand or written by the AI.
What a template is
A template is a complete email that contains one Content area. Everything outside the Content area — the header, the footer, the colours and fonts — is the frame: it is what every email made from the template shares, and the AI never changes it. Whatever you leave inside the Content area is starter content: "start from template" opens it editable, and an AI generation replaces it.
Templates serve two purposes:
- A starting point. A campaign or an automation email opened from a template is that template, editable in every way — there is no link back. Editing the template later changes future emails only.
- The frame for the AI. Generate into an email built on a template and the AI writes the content into its Content area; the frame stays byte-for-byte identical. The Keep the template switch next to the Generate with AI button controls this.
One template per workspace is the Default — the star on its card. Copilot and MCP clients start from it when you ask for an email "in my default template".
Creating and Managing Templates
Access Templates
Go to Marketing → Newsletter → Email templates to see everything you already have.
Create New Template
Click New template. The dialog offers four starting points: Blank template (an empty canvas with a Content area — build the frame around it), From a previous email (pick an email you sent; it is copied exactly as it is), Generate with AI (describe the email and the AI designs the whole template), or the ready-made Welcome Newsletter example.
When you copy a previous email that already has a Content area, the template is ready to use. If it has none, Yaplet says so and the editor opens so you can place one.
Set the Default
Click the star on a template card to make it the workspace's Default; click it again to clear. There is one Default per workspace.
Edit, Duplicate, Delete
Click a template's name to open it in the email editor — that is where you edit its frame and starter content. Hover a card for Duplicate (start a variant) and Delete (never affects emails already made from it).
Rename Templates
Open the template and use the Rename button at the top of the page. Names are limited to 50 characters.
Templates created before Content areas
Templates made before Content areas existed do not have one, and nothing adds it for them — you place it yourself, once per template:
Open the template
On the Email templates page it carries a red Needs a Content area badge. Click it to open the editor.
Drag in the Content area block
The Content area block sits in the blocks panel and appears only while the template has none. Drop it where the email's content should go — between the header and the footer.
Save
The template becomes selectable again everywhere.
Using a template
- Campaign design step and automation email steps — choose From a template; the template opens as this email, starter content included. The toolbar shows the template's name, and changes stay in this email only — the saved template never changes.
- Generate with AI — with the Keep the template switch on, the AI writes into the Content area and leaves the frame untouched.
- Inside the editor — Content → Load content brings a template in. It always replaces everything currently in the editor — content, header and footer alike — and asks you to confirm first.
Email Editor
For detailed instructions on using the email editor to design your templates, see our comprehensive guide:
Email Editor Guide
Complete documentation on using the email editor to create professional email templates with drag-and-drop design tools.