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Last Updated: May 13, 2026, 11:42 AM

Template Library

The Template Library is a collection of professionally designed email templates you can use as a starting point. Instead of building from scratch, pick a library template, customize it to match your brand, and publish it.


Accessing the Library

When creating a new template:

  1. Go to Conversations → Templates → Email.
  2. Click + New Template.
  3. In the dialog, choose Use a Library Template.

New template dialog with the Use a Library Template option highlighted Select "Use a Library Template" to browse the collection.


Browsing the Library

The library grid shows template thumbnails organized by category. Use the category filter at the top to narrow by:

  • Promotional
  • Newsletter
  • Transactional
  • Welcome
  • Follow-up
  • Announcement

Library grid with category filter tabs and template thumbnail cards Browse templates by category or scroll through all available designs.


Previewing a Template

Click any template thumbnail to open a full-size preview.

Full-size template preview modal with a Close and Use This Template button Preview the full template before selecting it.


Using a Library Template

  1. Open the preview of the template you want.
  2. Click Use This Template.
  3. Enter a name for your copy.
  4. The template builder opens with the library design pre-loaded on the canvas.

Template builder pre-loaded with the selected library template The library template is loaded and ready to customize.

  1. Edit any text, images, colors, or layout to match your brand.
  2. Click Publish when ready.
Personalize before publishing

Library templates use placeholder text and generic images. Replace every piece of sample content — especially logos, colors, and footer links — before publishing to avoid sending unbranded emails to contacts.


Video Walkthrough


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