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Template Basics ​

Use Templates when you want reusable email content that can support campaign or system flows without rewriting content each time.

Where to go ​

Go to Outreach -> Templates.

Create a template ​

Recognition cues to look for:

  • Templates
  • Create template
  • Template view
  • Create Template
  • Edit Template
  • Choose template channel
  • Choose email start point
  • Choose template purpose
  • Start from blank
  • Saved design
  • Campaign
  • System
  • Name
  • Status
  • Subject
  • Save

These are the main cues that help customers recognize the template flow in the app.

Choose the right purpose ​

Use Campaign when the template is meant for outreach sending.

Use System when the template is meant for system email flows.

System templates are email-only in the current implementation.

Not every template can be used in campaigns, and system templates are not for outbound campaign sending.

Status and readiness ​

Recognition cues to look for:

  • Active templates
  • Ready to send
  • Draft templates
  • Retired templates
  • All templates

Ready to send is a meaningful readiness state.

For launch-safe customer guidance, the practical rule is simple: a draft template is saved work, but a ready-to-send template is the status customers should rely on for enabled sequence use.

Designs and reuse ​

Customers can start from blank or from a saved design.

Recognition cues to look for:

  • Save design to workspace
  • Saved design

This makes it possible to reuse a design structure without rewriting the whole template each time.

What to keep in mind ​

Campaign and system templates serve different purposes, so customers should not expect them to be interchangeable.

Depending on your workspace role, template creation and management actions may be limited. If you do not see an expected action, check your workspace role or ask a workspace owner or admin.