Skip to main content
Last Updated: Sep 8, 2026, 9:15 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 Browse Templates.

New template dialog with the Browse Templates option highlighted Select "Browse Templates" to browse the collection.


Browsing the Library​

The library grid shows template thumbnails, with a Categories panel on the left to filter by. The category list isn't a fixed set — it's built from the tags on the templates actually in the library, so what you see may vary and grow over time.

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. The template builder opens with a copy of 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. Make sure the template's status is Active when ready (see Managing Templates).
Personalize before activating

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


Video Walkthrough​


What's Next​