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Create an email template from Email Templates in the sidebar.
  1. Go to Email Templates in the sidebar.
  2. Click Add Template.
  3. Enter the template details.
  4. Click Create Template.
Create email template dialog

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Enter template details

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Add template variables

Add variables to the subject or body with {{mustache}} syntax:
Each {{variable}} is extracted automatically. You do not need to declare variables separately.

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Preview the template

Open the Preview tab on the template detail page. It lists every extracted variable. Enter sample values to see the rendered subject and body. See Previewing.

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Validate the template

Click Create Template. The subject and body are checked for Mustache syntax errors, such as an unclosed {{ or a dangling }}. Invalid syntax prevents creation, and an error appears beside the affected field.

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Validate edits

Edit the template, then click Save Changes. The same Mustache syntax rules apply, and the name, subject, and body must contain content. Invalid syntax or a cleared required field prevents the save.
Variables without values at send time render as empty strings. If a variable is required, enforce it in the automation or agent that uses the template.

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Archive a template

Every template is active or archived. Archiving labels the template as one you have stopped using, but it stays in the list, keeps its history, and remains available to agents and automations. See Archiving and deleting.

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Next steps

Using templates

Preview, update, send, archive, or delete a template

Automations

Send a template from an automation
Last modified on August 30, 2026