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Open a template to edit or preview it, restore an earlier version, change whether it is active, or delete it. Send templates through automations or agents.
Email template detail tabs

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Previewing

Open the Preview tab.
  1. Review every variable extracted from the subject and body under Sample Data. Each variable has an example value.
  2. Change the values you want to test.
  3. Review the rendered subject and body as they update.
Compare the variable names with the data your automations pass. Before an email is sent, scripts, event handlers, and embedded frames are removed from its HTML. Email clients that prefer plain text receive a plain-text alternative.

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Version history

Changing the subject or body saves a snapshot of the content you replaced. Open Version History below the tabs to see snapshots from newest to oldest. Each row shows the version number, date, and start of that version’s subject. The top row contains the content from immediately before your most recent save. Click Restore on a version to restore its subject and body. The content you replace is saved first and becomes the new top row. Version history keeps the 10 most recent snapshots. After the history reaches 10 snapshots, each save or restore removes the oldest one.
The top row has no Restore button, so you cannot restore the content from immediately before your most recent save. Edit the fields directly to undo that change.

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Sending from an automation

Reference the template by name or ID in the automation’s instructions. The automation fills its variables with available data and sends the result. Missing variables render as empty strings instead of failing the send. Confirm that the automation has the required data before the send step.

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Sending from an agent

Ask an agent to send the template, and provide the recipient and required variable values. Tool permissions apply, and each send can require human approval. See Tool permissions.

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Templates Bizzy adds

Invoice, Invoice reminder and Payment receipt appear the first time Bizzy emails an invoice or a receipt for you. Edit them like any other template — the wording your customers read comes from them. See Send an invoice and Get paid online. Delete one and it comes back the next time you send, since invoicing needs it.

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Archiving and deleting

Open the menu at the top right of the template detail page.
  • Click Archive Template to label a template as one you have stopped using. Click Activate Template to make it active again.
  • Click Delete Template, then confirm to remove the template from the list. The template becomes unavailable to existing send references. Update any automations that reference a deleted template.
Archiving only changes the template’s label. It stays in the list, and agents and automations can still send it. Delete the template to take it out of use.
To delete a template from the list page, open the menu at the end of its row.

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Next steps

Automations

Send a template from an event

Agent chat

Ask an agent to send a template
Last modified on September 30, 2026