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Author an email template

Cheat sheet — ~10 minutes

1. Open Comm. Templates → Add new template and pick Email template.
2. Give it a Name (internal) and a Subject (member-facing).
3. Build the body in the visual canvas — drag content blocks from the right-hand panel, or pick a starter from the Template gallery.
4. Insert dynamic fields via the rich-text Insert → Merge Tags menu, and magic links via Select magic links.
5. Save.
The template is now Active and pickable from any Send email action. Email is a paid service — campaigns using it surface a charges note.

An email template is a saved, named HTML message built in a visual canvas. Subject, body, sender identity, and styling all live in the template; campaigns that send the email reference it by name and don't carry any of those choices themselves.

Walkthrough​

Open Comm. Templates in the left nav, click Add new template, and pick Email template as the kind.

Name and Subject​

  • Name — internal label only. Members don't see it. As with SMS templates, prefer something specific (Happy Hour — launch announcement, Birthday — happy birthday email) over generic.
  • Subject — the email subject line, member-facing. This is locked at the template level — campaigns that reference the template cannot override the subject from the campaign side. If two campaigns need different subject lines but the same body, build two templates.

The visual canvas​

The body is built in a drag-and-drop canvas. The right-hand panel is a library of pre-styled components you drag onto the canvas — grouped into categories:

  • Newsletter — the workhorse blocks: pre-made section rows (full-width, 1/2, 1/3) plus Text, Image, Button, Divider, Quote, Link.
  • Headings — H1 through H4 in matching styles.
  • Layouts — fully pre-arranged multi-block layouts you drop in as one unit and edit.
  • Essential — bare versions of the same core blocks for hand-building from scratch.
  • Social Media, Commerce, Engagement, Typography, Interactive, Footers — themed component groups for the same use cases their names suggest (icon rows, product cards, NPS / countdown, fine-print, accordion, simple-to-complex footers).

Above the canvas, switch the Desktop / Tablet / Mobile preview, toggle outlines or full preview, view the rendered HTML (View code), or import existing HTML.

Click any element on the canvas to select it. A floating toolbar appears with select-parent, drag, duplicate, and delete. The right-hand panel switches role with the icon switcher at the top:

  • Blocks (default, plus icon) — the block library you drag from.
  • Style Manager (brush icon) — visual styles for the selected element (Dimension, Typography, Decorations).
  • Settings (gear icon) — semantic properties for the selected element (id, title, alt text).
  • Layer Manager (stack icon) — a tree view of the components on the canvas, useful for selecting deeply nested elements.

A Template gallery at the top right offers a curated set of starter templates (birthday, anniversary, …) — available out of the box and designed to follow email deliverability best practices, particularly useful for smaller businesses without an in-house designer. The gallery isn't user-editable: to build a library of business-specific starters, use the Duplicate pattern described in Variations below.

The email template editor with Name "Feliz Cumpleaños" and Subject "Vamos a festejar juntos". The canvas shows a Spanish-language birthday email — illustrated party-scene image under a blue headline ("¡Celebre tu día especial con nosotros!"), a blue Button Text call-to-action, and a Heading slot. Right-hand panel shows the block library categories — Newsletter, Headings, Layouts, Essential, Social Media, Commerce, Engagement, Typography, Interactive, Footers — under the Blocks / Style Manager / Settings / Layers panel switcher.

Dynamic fields work the same way as in SMS — they resolve per-recipient at send time. To insert one, double-click a text element to open the inline rich-text toolbar, switch to the Insert tab, and pick from Merge Tags. The dropdown is grouped as Member, Business, and Event: hover any group to expand its fields (Member opens to first name, last name, email, phone number, birthday, points balance, credits balance, last visit, total spent, and so on). Click a field and it lands at the cursor as a token that resolves per-recipient at send time.

The email template editor with a text element selected. The inline rich-text toolbar shows the Insert tab open and the Merge Tags dropdown expanded into three groups — Member, Business, Event. The Member group is hovered, revealing its fields: ID, first name, last name, email, phone number, birthday, points balance, credits balance, visit, total spent.

Magic links work similarly to SMS — click Select magic links at the top right to insert a tracked URL that carries a per-member key. Particularly useful in email because email is more often the surface for surveys, coupon redemptions, and rich CTAs that benefit from attribution. Wallet Pass links are coming soon to this section.

Sender identity​

The sender name and address shown in the member's inbox are configured at the tenant level, not per-template. They live under Settings → Communication, and every email template that sends through the tenant inherits them. There's no per-campaign or per-template override — change the sender in one place and every email send updates.

If you need to send from multiple identities (e.g. transactional vs marketing), that's a tenant-level configuration question, not something the template can control.

Save​

Click Save in the bottom right. The template lands in the list view as Active and is immediately pickable from any Send email action.

Variations​

4 common patterns — multi-language, plain-text, member-segment versions, A/B subject

Per-language templates via Duplicate. Build the master template once, then from the Comm. Templates list view open the row's three-dot menu and pick Duplicate. Rename the copy (Happy Hour — ES, Happy Hour — EN) and translate the body — no need to rebuild the layout. Route members to the right template via Split into several cases on the campaign, conditioned on the Preferred language member attribute. Duplicate is the general pattern for building a library of business-specific starters from any existing template, since the Template gallery isn't user-editable.

The Comm. Templates list view. On one row the three-dot menu is open and shows the options Deactivate, Open in new tab, Analyze, and Duplicate, with arrows highlighting the three-dot menu trigger and the Duplicate option.

Stripped-down "plain" template. For transactional sends — receipts, password resets, account confirmations — strip the canvas down to plain Heading + Text blocks with no images. Higher deliverability, fewer spam-filter triggers.

Per-segment templates. Build one VIP-flavoured template (different copy, different artwork) alongside the standard one and use case-conditioning on the campaign to route VIP members to the VIP template.

A/B subject lines. Subjects are locked at the template level, so A/B testing the subject line means building two templates with different subjects (and possibly identical bodies) and routing half the audience to each via two parallel campaigns or a Split into several cases.

Gotchas​

4 things that commonly trip people up
  • Email is a paid service. Campaigns that include a Send email action surface a charges note in the wizard. Sending to a large audience is an operational cost decision, not just a marketing one — clear it with whoever owns email billing on your team before scheduling a tenant-wide send.
  • Subject is locked at the template level. A campaign cannot override the subject from the campaign side. If you need different subjects for the same body, you need separate templates.
  • Templates are referenced, not snapshotted. Editing a saved template changes what every campaign using it sends on its next firing. Lock template edits once a campaign is scheduled and close to firing.
  • Dynamic fields render empty if the member's data is missing. Same caveat as SMS — a member with no first name on file sees an awkward greeting. Write copy that degrades gracefully, or filter the audience to members with the field populated.