Templates

/campaigns/templates. A template’s name is unique within its type, and a Send Email node points at a template by id. Editing a template changes what every campaign using it sends next, so to freeze wording that is already going out, copy it to a new name rather than editing in place.

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Create one

+ New template asks for the type first, then the name and the body.

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The email editor

An email template opens in a block editor. Type / to insert a block — heading, text, button, image, divider, spacer — and drag a block’s handle to reorder it. The blocks stack into a layout that survives real email clients, and both the rendered HTML and the block structure are saved, so reopening the template gives you the blocks back rather than raw HTML.

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Variables

Type @ in the subject or the body and pick a field. It appears as a pill, travels as {{path}}, and is filled in at send time. The hint bar under the editor lists everything available; clicking a hint inserts it at the cursor. Common ones:

• {{customer.firstName}}, {{customer.lastName}}, {{customer.fullName}}
• {{customer.email}}, {{customer.linkedinUrl}}
• {{customer.company.name}}, {{customer.company.domain}}
• {{customer.language}}, {{customer.country}}

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Preview

Pick someone under Preview as… and click Preview to see the email with that customer’s real values in it, at desktop and phone width. Nothing is sent.

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Test send

Test send in the template header sends a real message.

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Prompt templates

A prompt template is instructions for a model rather than a message for a person, and it is written in two parts: The cacheable box holds the static part, identical on every call. Providers bill a cached prefix at a lower rate, so the long, unchanging instructions belong there. The dynamic box holds whatever changes per request. Two names are looked up by the system, and creating a template with one of them replaces the built-in default: The detail page previews how a prompt renders against a sample customer, which is the fastest way to catch a variable that resolves to nothing.