An email template is the frame around the emails your brand sends: your logo, colours and footer around the message. Find them under Brand & Accounts > Email templates. Click New template and pick a design (Clean, Branded, Newsletter or Letter), or paste your own HTML.
Edit on the preview
- Edit text - Click any text in the email and type over it.
- Swap pictures - Click the logo or a picture to use another image or your brand logo.
- Move and style sections - Click a section to move it up or down, drag it, copy it, delete it, or change its background, text colour, alignment and spacing. Add a section adds headings, text, buttons, logos, pictures, lines, space and small print.
- Your message - The dashed block is where each email's own words go. It can be moved but not deleted.
Undo and redo, the phone view, Preview (with a sample message) and HTML are at the top. Click Save when you are done.
Use in broadcasts
Your default template frames inbox replies and is picked first for new broadcasts. On a new broadcast, the Design step shows your templates; pick another one or No template, and the preview shows exactly what people get. Playbook email steps can use any of your templates. Through the REST API and the MCP server, pass email_template_id when you create a broadcast (0 for none; left out, the default template, unless the email is a whole HTML document of its own).
