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Templates

Templates store reusable message content so teams do not rebuild the same layout or copy for every send.

Template lifecycle

StageMeaning
DraftTemplate is being created or edited.
ReadyTemplate can be selected by campaigns or API sends.
SharedTemplate is available to other users or teams.
ArchivedTemplate should no longer be used for new sends.

Good template hygiene

  • name templates by use case, not by date only
  • keep footer and unsubscribe handling current
  • label templates by campaign type or team
  • preview with substitution data before reuse
  • archive old versions instead of editing production templates blindly