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Create an email template
A reusable model is saved in the library.
Before you start
- Use an account with Email Marketing enabled and access to the records. Changes require write permission.
Step by step
Open Templates > New template.
Fill Template name, Category and Subject.
Paste HTML content and optionally the Text version.
Click Save; open Preview on the card to inspect it.
Check your result
A reusable model is saved in the library.
What you need to know
- Category is free text, not a sending rule. Only Name is required to save a model.
- This form uses code/text fields, not the campaign Visual editor.
- Cancel closes the dialog without running its confirmation. When reopening it, review the fields: local draft values may remain.