Email Templates List

What is this for?

The Email Templates page is your central library for creating, organizing, and managing reusable email templates. Use it to design once — header, logo, colors, contacts, and social links — then apply the template in any communication journey without rebuilding the design every time.

Step-by-Step Instructions

1. Open the Email Templates Page

1. In the left sidebar, click Email Templates (envelope icon).
2. You will see a table listing your existing templates: Name, Description, Created Date, Updated Date, and Actions.

2. Create a New Template

1. In the top action bar, click the green CREATE TEMPLATE button (plus icon).
2. The Template Editor opens in creation mode (see separate guide «Template Editor»).

3. View and Manage Existing Templates

The table shows all your templates. Each row has a three-dot menu (⋮) with these actions:

• Edit — Opens the Editor to modify the template. Changes affect future sends in journeys that use this template.
• Copy — Creates an exact duplicate prefixed with «copy » in the name. Useful for creating variations without starting from scratch.
• Remove — Permanently deletes the template. Note: you cannot delete a template that is currently referenced in an active journey. The system will warn you if you try.

4. See Where a Template Is Used (Usage Info)

1. In the Editor toolbar (or from the list, depending on configuration), click the Info (i) icon to open the Used Email in Journeys popup.
2. You will see a list of journeys referencing this template, with their names and creation dates.
3. Use this before editing or deleting to avoid breaking active communications.

Important Rules & Tips

Note: Template name is limited to 100 characters. Description is limited to 200 characters.

Note: You cannot delete a template that is referenced in a journey. First unlink it from the journey or stop the journey.

Tip: Use Copy to create variants of a base template (e.g., «Newsletter — Summer Edition», «Newsletter — Winter Edition») while keeping the core structure.

Tip: Before editing a template in use, open Usage Info to see which journeys will be affected.

Tip: The table sorts by creation date (newest first). Use filters if you have many templates.

Common Questions & Troubleshooting

Q: Why can't I click "Remove" / I get an error when deleting?
A: The template is in use in at least one journey. Open Usage Info (i icon) to see which ones. Stop or edit those journeys to remove the reference, then you can delete the template.

Q: I copied a template but don't see it in the list.
A: The copy appears named «copy Original Name». It may be at the end of the list. Use the name filter or refresh the page.

Q: If I edit a template, do already-sent emails change?
A: No. Sent emails are static. Journeys using the template will pick up the new version for future scheduled sends after you save.

Q: Can I reorder table columns?
A: Columns are fixed: Name, Description, Created, Updated, Actions. Reordering or hiding columns is not supported.

Q: Is there a limit on how many templates I can have?
A: The system loads up to 50 templates per page. No hard account limit is enforced, but for performance it's best to clean up obsolete templates.

Q: The "CREATE TEMPLATE" button is missing.
A: Check that you have Organizer permissions in the current workspace. Only roles with template management permission see the action.