Features · Engagement · Setup
Build a template
A template is a saved subject and body you reuse across campaigns and automations. You write it once, drop in merge fields so each recipient sees their own name, and it's ready whenever you send.
Open the template editor
From the Engagement subnav, open Library and switch to the Templates tab, then press New template.
Give it a Name and an optional Category — a short tag like a newsletter or reminder that keeps the Templates list organized.
Write the message
Fill in the Subject and the Body. The body takes markdown, so you can add headings, links, and emphasis.
From the Merge fields panel, press Insert to drop a field like a member's first name into the subject or body. Each one shows a sample value so you can picture the result.
Merge fields fill in per recipient when the message sends — one template, personalized for everyone.
Toggle Preview to see the message with sample values filled in, then press Save template.