---
title: 10.4 Email Templates
description: Email Templates are reusable email designs. You create a template once and use it across campaigns or as the base for direct emails.
url: "https://peikly.com/docs/email-templates/"
updated: "2026-10-18"
category: Email
tags:
  - Manual sync
---

# 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

| Placeholder | What It Inserts |
| --- | --- |
| `{{ContactFullName}}` | Contact's full name |
| `{{ContactEmail}}` | Contact's email address |
| `{{ContactCompanyName}}` | Contact's company name |
| `{{ContactJobTitle}}` | Contact's job title |
| `{{ContactDepartment}}` | Contact's department |
| `{{ContactCountry}}` | Contact's country |
| `{{ContactCity}}` | Contact's city |
| `{{CompanyName}}` | Your organization's name |
| `{{SiteUrl}}` | Your website URL |
| `{{SenderEmail}}` | Sender's email address |
| `{{SenderName}}` | Sender's display name |
| `{{Today}}` | Today's date |
| `{{CurrentTime}}` | Current time |
| `{{UnsubscribeUrl}}` | Unsubscribe link (required for compliance) |

## 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](/docs/conditions-email-opened-and-link-clicked/)).
   - **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

| Message | Why It Happens | How to Fix |
| --- | --- | --- |
| `Template not found.` | Deleted or access denied | Reload the templates list |
| `Could not create/update template.` | Validation or server error | Check all required fields |
| `Invalid template identifier.` | URL/ID issue | Navigate back to the list and reopen |
| `Select a mail server to send a test.` | No server chosen in the Send Test panel | Pick a mail server from the dropdown |
| `Enter at least one valid email address to send a test.` | Recipients field empty or all entries invalid | Enter one or more valid email addresses |