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Email templates are channel-specific reusable assets that you can use in broadcasts and automations.

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What a template stores

  • Name and description
  • Draft and published versions
  • Subject template and preview text
  • Visual editor content or imported HTML, plus rendered HTML/text

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Dashboard workflow

  1. Open Templates > Emails.
  2. Choose Visual editor to start from a blank canvas, or Import HTML to paste or drop an existing .html email template.
  3. Continue in the same editor. Imported markup opens as an HTML block with Preview and HTML views so the original document remains intact and editable.
  4. Publish when the template is ready for broadcasts or automations.
  5. Restore older versions into a new draft if you want to roll forward from history.
Template authoring, publishing, restoring, and archiving are dashboard-only. The public API and MCP expose templates as read-only resources so trusted backends and agents can select published versions without authoring content.