10.4 Email Templates

What This Feature Does #

Email Templates are reusable email designs. You create a template once and use it across campaigns or as the base for direct emails.

When to Use #

• Use to maintain consistent branding across campaign emails.
• Use to save time when sending similar messages repeatedly.
• Use with the AI template generator for fast template creation.

Prerequisites #

• TenantUser role with CanManageEmailTemplates permission, or CompanyAdmin role.
• Pro plan.

10.4.1 View Templates #

1. In the sidebar, click Email → Templates.

10.4.2 Create a Template #

1. Click Create Email Template.
2. Fill in:
   • Template Name (internal reference)
   • Subject Line (used as the campaign email subject)
   • Preheader (preview text shown in email client before opening)
   • Body (HTML email content using the rich editor)
   • Placeholders: Use {{ContactFullName}}, {{CompanyName}}, {{UnsubscribeUrl}} and other variables anywhere in the body.
3. Add attachments if needed.
4. Click Save.

Available Placeholders #

10.4.3 AI-Assisted Template Generation #

1. On the Email Templates list, click ⚡ Quick Actions → Create Email Template.
2. Enter a description of the email you want (e.g., "Abandoned cart recovery email for an e-commerce store with a 15% discount offer").
3. Confirm the generation.
4. The AI generates a subject, preheader, and full HTML body.
5. You are redirected to the Edit Template page to review and customize.

10.4.4 Preview and Send a Test Email #

1. From the template editor or the templates list, open Preview.
2. Expand the Send test panel.
3. Choose the Mail server to send through — any of your enabled Outbound Mail Servers, not just your default one.
4. Enter one or more addresses in Send test to, separated by commas or semicolons. The template renders with sample data and a copy is sent to each address.
5. Click Send test.

Messages:

• Select a mail server to send a test. — choose a mail server first.
• Enter at least one valid email address to send a test. — no valid recipients were entered.
• Test email sent successfully. — one recipient, success.
• Test email sent successfully to all {N} recipients. — multiple recipients, all succeeded.
• Sent to {sentCount} of {recipientCount} recipient(s). Failed: {failedRecipients}. — partial failure; check the listed addresses.
• Test email failed. — none of the recipients received it; check the selected mail server.

10.4.5 Template Engagement Statistics #

1. On the Email Templates list, each row shows live Delivered / Opened / Clicked counts.
2. Click a template’s Statistics link for the full breakdown:
   • Delivery & Engagement: recipients planned/sent, delivery attempts, Delivered/Opened/Clicked/Bounced counts with rates, and click-to-open rate. Clicks from company email security systems, which open every link automatically, are not counted (11.22).
   • Advanced Statistics (higher-tier plans only): Complaints, Unsubscribed, a performance chart, a Click Heatmap showing which links in the template get clicked most, and a 30-Day Engagement Trend chart.
3. The page header shows Live or Cached as of {timestamp}, depending on how recently the numbers were refreshed.

If you see: "Your current subscription does not include advanced reports and A/B broadcast comparison." — upgrade your plan to unlock the Advanced Statistics card.

Errors, Messages, and Exceptions #