Email templates — save and reuse

What templates are for

A template is a complete email with one Content area — the dashed zone you see on the canvas. Everything around it (the header, the footer, the colors 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 that each email can keep, edit or replace. Subject line and preheader are not stored on the template; you set those per campaign, or per email step inside an automation.

Create a template

Go to Marketing → Newsletter → Email templates and click New template. The dialog opens with four ways to start — pick whichever fits:

• Blank template — an empty canvas with a Content area. Build the header, footer and style around it.
• From a previous email — pick an email you sent; it is copied exactly as it is. If that email already had a Content area the template is ready to use, otherwise the editor opens so you can place one.
• Generate with AI — describe the email you want (audience, tone, sections) and the AI designs the whole template for you to refine in the editor.
• Welcome Newsletter — a pre-built starter template designed for onboarding sequences. A good base if you don't want to start from a blank page.

The new template is created with a default name. To rename it, use the Rename action from inside the editor. A template's own editor is where you shape its frame and starter content.

The Default template

Click the star on a template card to make it your workspace's Default; click it again to clear it. The Default is the one Copilot uses when you ask for an email "in my default template". There is one Default per workspace, and only a template with a Content area can be starred.

Use a template when building a campaign

1. In the campaign builder, reach the Design step and choose From a template.
2. Click a template card. The editor opens immediately with that template as your email, starter content included.
3. The toolbar shows the template's name. Everything is editable, the header and footer included — changes stay in this email only, the saved template never changes.
4. Already have content and want a template's look instead? Open Content → Load content in the editor and pick the template. This replaces everything currently in the editor — content, header and footer alike — so Yaplet asks you to confirm first.

The subject line and preheader are set on the Details step, not in the template.

Use a template in an email automation

When you add an Email step to an automation, a How do you want to start? dialog offers From a template alongside From scratch and From a previous email. The automation stores its own copy of the email content — editing the template later will not change automations that already used it.

Older templates need a Content area added

Templates you made before Content areas existed don't have one, and nothing adds it for you. Until you do, the template carries a red Needs a Content area badge and appears greyed out everywhere you would normally pick a template — campaigns and automations can't start from it, and Copilot refuses it.

Fixing it takes a few seconds, once per template:

1. Open the template from the Email templates page.
2. Find the Content area block in the blocks panel — it only appears while the template is missing one — and drag it to where the email's content should go, between the header and the footer.
3. Click Save. The template works everywhere again.

Emails you already built from that template are not affected — each one keeps its own copy of the content.

Edit or delete a template

On the Email templates page, click a template card to open it in the editor (or use the pencil icon that appears on hover). Edits to a template only affect future uses — campaigns and email automations already built from the template keep their own copy of the content unchanged.

You can also duplicate a template directly from the list (the copy icon on hover) to start a variant without affecting the original.

To remove a template, hover the card and click the trash icon. Confirm to delete. Deleting a template does not affect any campaigns or email automations already created from it.

What's next

With your templates ready, spin up new campaigns faster — see Send your first campaign, let the AI write into them with the drag-and-drop email editor, or build an automated email sequence that sends the right email at the right moment.