Access: /campaigns/templates.
Templates page

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Template kinds

TypeFieldsEngine
emailsubject, bodyVisual block builder (Maily) → HTML render
linkedinbodyPlain text
telegrambodyPlain text / parse_mode
promptcontentLLM system prompt — used by autoreply, AI generate, lead-scoring

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Create a template

1

+ New template

Create-template modal opens.
2

Pick the type

A type badge appears after selection.
3

Name + body

Name unique within (org, type).
4

Save

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Email builder (visual)

type=email opens a visual block-based builder (built on Maily). Block types:
  • Heading
  • Paragraph
  • Image
  • Button (link rewrite for tracking)
  • Divider
  • Spacer
The builder renders to HTML on save. Persists { subject, body (HTML), design (JSON) }.
Raw HTML mode, markdown source mode, custom HTML block — coming soon.

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Variable hint bar

A hint bar under the composer lists every valid variable. Click a hint → inserts it at the cursor. Common variables:
  • {{customer.firstName}}, {{customer.lastName}}, {{customer.fullName}}
  • {{customer.email}}, {{customer.linkedinUrl}}
  • {{customer.company.name}}, {{customer.company.domain}}
  • {{customer.language}}, {{customer.country}}

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Test send

Template detail header → Test send → modal:
1

Pick a sample customer

Variables resolve against this customer.
2

Override recipient (optional)

By default the message goes to the customer’s contact. Override to send it to your own email — verifies layout without spamming the customer.
3

Pick a credential

Which credential should send the test.
4

Send

Sends a real message to the chosen inbox.
Always test with the same credential you’ll use in production to check rendering in Outlook / Gmail.

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Prompt template

type=prompt is used as an LLM system prompt. prompt-preview.tsx previews how the prompt renders against a sample customer.

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Built-in prompt names

Templates with special names are looked up by services:
NameUsed by
flow-generatorAI generate campaign workflow
lead-scoringAI lead fit scoring
Orgs can override defaults by creating a template with the same name.

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Template detail page

/campaigns/templates/:type/:name:
  • Body preview
  • Meta modal (rename, edit description)
  • Test send
Used-by list (which campaigns reference the template), usage stats (open/click/reply rate per template), A/B test with a random variable, edit history — coming soon.