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Mail

Templates

The library of sequence shapes and transactional mails, and how to write or change a template of your own.

Mail > Templates keeps the mail you write once and reuse. It has two tabs. Sequence templates are proven shapes for a series of mails, such as a welcome or a launch, that you start a sequence from. Transactional holds the receipts, resets, and download mails your shop or app sends through the API. This page covers the library and editing a template; starting a sequence from one and transactional mail have their own pages.

The library, grouped by family, each card with its start and length
The library, grouped by family, each card with its start and length

Browse the library

The first time you open it, the library fills with the twelve starters, grouped by family: Welcome, Funnel, Launch, Sale, and Customer. Each card shows how people enter, how many mails it has, and over how many days. Click a card to read what it does, what to have ready, and each mail's job, day by day.

Write your own template

  1. Open Mail > Templates and click New template.
  2. Under About, fill in the Name, Family, Suggested start, a Tagline for the library, and a Description.
  3. Fill in Best for and Have ready, one item per line.
  4. Sequence name and Sequence description are what a sequence made from it starts with. Subscribers read the description on their preference page.
  5. Under Mails, click Add a mail for each one. Set Days after, a Label, Its job, the Subject, and the Body.
  6. Click Save template.

The body is Markdown. To greet the reader by name, write first_name inside double curly braces.

Change a template

Open it and click Edit. Use the arrows to move a mail up or down, and the bin to remove one. What you have typed is saved before any mail moves, so nothing is lost. Duplicate makes a copy to change; Delete removes it.

Placeholders

Text in double square brackets, such as [[ Subject ]], marks a part you still have to write. Any part you leave blank becomes one when you save. A sequence made from the template cannot go live while any placeholder is left, and each mail shows how many it still has.

Things to know

  • Editing or deleting a template never changes a sequence already made from it.
  • A deleted starter comes back with Restore starters. Restoring never overwrites a template you have.
  • A template holds up to 60 mails.
  • Mail has one look: a clean, single white column that reads well in Gmail, Outlook, and Apple Mail. Site themes change your site, not your mail.