How a template works

A template is a complete HTML document plus a default subject, saved under a name and reusable. It is a starting point, not a live link: a campaign copies it at creation, and editing the template afterwards changes nothing already written.

The two modes

Source shows the raw HTML. Everything is editable, nothing is interpreted for you — this is the mode for pasting an export, tuning a table layout, or fixing an inline style. Visual shows one field per editable zone declared in the document. It exists only when the document declares zones, and it can only rewrite what is inside them: the header, the footer and the unsubscribe link stay out of reach. A live preview sits next to the editor, in desktop and mobile widths, rendered exactly as a real send would render it — merge tags filled with sample data.

Starting from a design

The catalogue offers ready-made documents, alongside the templates you already own. Picking one replaces the whole document with the design's, which is why you are asked to confirm when something is already written. A design is a starting point like any other: once picked, it is yours, and nothing links it back to the catalogue.

Testing before you rely on it

A test send delivers the template to an address you choose, with sample data filled in and an unsubscribe link that unsubscribes nobody.
A test is a real send. It goes out through the same path as a campaign and counts against your sending quota. It counts in no statistic, though: no open, no click, no progress.

What refuses

Saving is refused without a name and a default subject. Merge tags that the product does not support are left as they are and reported — nothing is silently rewritten in your HTML. The preview stops on an unknown variable and names it; the editor stays usable so you can fix the spelling. Deleting a template that a campaign came from is refused, and the message names the campaigns. A sequence step does not block: it carries its own subject and content, so deleting the template only drops the note saying where the step came from.

What it implies elsewhere

The default subject is a default, not a rule: a campaign can override it. So can a sequence step. Everything a template can do, the API can do — creating, rendering without sending, listing — with the same refusals. See Content & Send. Images belong in the media library, not in the document: an email cannot carry attachments, so every visual is loaded from a public URL by the recipient's mail client.