# Email Templates Email templates are reusable email designs that you use in campaign steps. Each template has a subject line, body content, and can include personalized merge fields. > [!quote] Design Once, Send Many > Create a template, use it across multiple campaigns. ==Update the template and every future send uses the new version.== ## Creating a Template 1. Go to **Campaigns** in the sidebar 2. Click **Templates** in the header 3. Click **New Template** 4. Fill in: - **Template Name** - Internal name (e.g. "Welcome Email") - **Subject Line** - What recipients see in their inbox - **Email Body** - Your email content ## Editor Modes The template editor has three modes: ### Editor Mode A rich text editor with a formatting toolbar. Best for composing simple emails from scratch. - **Bold, Italic, Underline, Strikethrough** - **Headings** (H1, H2, H3) - **Bullet and numbered lists** - **Block quotes** - **Links** - Click the link icon or paste a URL - **Images** - Drag and drop, paste, or click the image icon to upload ### HTML Mode A raw HTML editor for pasting pre-designed email templates. Best for complex table-based email designs (e.g. marketing emails with headers, columns, buttons). > [!tip] Complex HTML Templates > If your template contains HTML tables or inline styles, the Editor mode is automatically hidden to prevent the rich text editor from stripping your layout. Use HTML + Preview mode for these templates. ### Preview Mode Shows how the email will render. Use this to check your design before sending. ## Merge Fields Click **+ Insert Variable** to add personalized fields. In HTML mode, the token is inserted at your cursor position. Available fields: - Contact fields: `{{first_name}}`, `{{last_name}}`, `{{company}}`, `{{job_title}}`, `{{email}}`, `{{phone}}`, `{{website}}` - Custom fields: `{{custom.Your Field Name}}` - any custom field defined in your book ## Images Upload images directly into your emails: - **Drag and drop** an image into the editor - **Paste** an image from your clipboard - **Click the image icon** in the toolbar to select a file Images are stored in your RelayBook S3 bucket and served via a public URL. Supported formats: JPG, PNG, GIF, WebP (max 5MB). ## Fullscreen Mode Click the expand icon next to the mode tabs to enter fullscreen. This gives you the full viewport for editing, especially useful in HTML mode. ## Template Usage Each template shows which campaigns are currently using it. Click the **usage indicator** on any template card to see a list of campaigns that reference that template. This is useful when you want to edit a template and need to know which active campaigns will be affected. > [!tip] Check Before Editing > If a template is used by an active campaign, any changes you save will apply to all future sends from that campaign. Preview the template before saving to confirm the result. ## Test Emails Before using a template in a campaign, send a test: 1. Save your template 2. Click **Send Test Email** 3. Enter your email address 4. Check your inbox Test emails are prefixed with `[TEST]` in the subject line and use sample data from your first contact for merge fields. Custom fields without data show a placeholder URL. --- **Next:** Create your first [[Campaigns Overview|campaign]] and add steps.