Create and Manage Email Templates for Your Team

What are Email Templates?#

Email templates are reusable email designs your team can select when building a campaign. Instead of designing a new email from scratch every time, you save branded layouts — headers, footers, colour schemes, button styles — and reuse them across campaigns.

Templates are organised by category — for example Promotional, Welcome, Newsletter, Product Launch, Sales, Re-engagement, Festival, Seasonal, and Transactional — and your team can add custom categories too.

Email templates library showing template cards with categories, names, and action menus

The prebuilt library#

AI Engage CRM ships with a prebuilt template library — professionally designed emails organised by category and season. Browse the library and clone any template to customise it for your brand. This is the fastest way to start — you get a polished design in seconds and only need to update the copy, images, and colours.

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Use the category to keep your library organised — filter the templates list by category to quickly find the right starting point.

Step 1 — Open Email Templates#

Navigate to Settings → Email → Templates or click Templates in the marketing navigation. The template gallery shows all your saved templates alongside the prebuilt library.

Step 2 — Create a new template#

Click + Create New Template.

Fill in the template details:

Name — internal name visible only to your team (e.g., Monthly Newsletter — Base Layout)
Subject — default subject line for campaigns using this template (can be overridden per campaign)
Description — optional note about when to use this template
Category — pick from the available categories (e.g. Promotional, Newsletter, Sales, Seasonal, Transactional), or add your own
Public template - Enable this option to make the template available to all users.

Step 3 — Design in the email editor#

After saving the details, the full drag-and-drop email editor opens.

The editor is powered by Stripo and gives you a complete design canvas:

Blocks panel — drag in text blocks, images, buttons, dividers, social links, and more
Structure — set the column layout (1, 2, or 3 columns) for each section
Styles — control background colour, font, padding, and link colours globally.
Desktop / Mobile preview — toggle between views to verify the design on both screen sizes
Code editor — switch to raw HTML/CSS for precise control

Merge fields (personalisation shortcodes like {{contact.first_name}}) can be inserted anywhere in the email body to personalise with each recipient's data.

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The editor auto-saves every 8 seconds while you work. You can also undo and redo changes with the toolbar buttons — no work is lost.

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Always check the Mobile preview before saving. More than 60% of emails are opened on mobile — a design that looks great on desktop can be unreadable on a phone if columns are too narrow or images are too large.

Managing templates#

From the template gallery, each template card has an action menu:

Edit — reopen in the drag-and-drop editor
Duplicate — clone the template as a starting point for a variation
Archive — hide from the active gallery without deleting
Delete — permanently remove the template

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Saved templates appear in the template picker when your team creates a campaign. Use the Saved tab to find your custom templates, or the Prebuilt Library tab to browse Meta-curated designs.

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