Creating a custom template

Custom templates are reusable email designs you build for marketing campaigns, member updates, and announcements. Pair them with email automations (Pro+) to run welcome series, abandoned cart, and renewal nudges.

• Custom templates require the Email Builder, available on Core+. Triggering them from automations requires Pro+.

• Decide whether you’re sending one-time (broadcast) or automated.

1. Go to Email > Templates and click Create template.

2. Name the template and choose Custom as the type.

3. Optionally start from a Starter (Newsletter, Announcement, Promo) or start blank.

4. Drag blocks into the canvas and edit each block.

5. Insert merge tags from the right sidebar (e.g., {user_first_name}).

6. Use Preview to check Light and Dark.

7. Click Send test to send to your inbox.

8. Click Save changes.

• Keep your subject line under 50 characters — it’s the only thing inbox previews show.

• Build a reusable header and footer block, then duplicate the template each time you launch a new campaign.

• Use the Custom HTML block sparingly — raw HTML breaks more easily across clients.

Can I duplicate a template?
Yes. Open the template, click the menu, and choose Duplicate.

How do I send a custom template?
Use Email > Broadcasts (one-time send) or Email > Automations (event-triggered). Automations are Pro+.

• Email builder overview

• Using merge tag variables