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Using templates in sends

Using templates in sends

Apply templates to campaigns and automation emails.

Templates are starting points—each send keeps its own copy so edits do not affect past emails.

In campaigns

On the campaign Content step, choose Use template or open the builder linked to a template. Changes apply to this campaign only unless you explicitly update the saved template.

In automation emails

Create or edit an email under Automations → Emails, then select the same template flow. Automation emails track their own opens and clicks.

Updating a saved template

Editing the template in Templates does not retroactively change sent emails or draft campaigns already created from an older version. Re-apply the template or copy content manually when refreshing designs.