Open the Email Templates workspace
From the left sidebar, open Template Manager → Manage Templates → Email. This opens the Email Templates list.
Template Manager → Email in the left sidebar

Email Templates list — Status filter, search, and Create Template
Create a template
Click Create Template
Name the template and choose how to build it
welcome_onboarding or order_confirmation) — this is the identifier used in campaigns and triggers. Then pick Create using:
Create Email Template — name + HTML vs Drag & Drop
Continue
The Drag & Drop editor
The editor has three regions: the top bar (actions), the left panel (Templates / Blocks / Sections), and the canvas where you drop blocks.
Drag & Drop editor — top bar, left panel, and canvas
Blocks (the building nodes)
Open the Blocks tab in the left panel to see every content block. To use any block: drag it from the panel onto the canvas (drop it on a Drop here zone). Once placed, select it to edit its content and styles.
Blocks palette — every content block
Editing a block
Select any block on the canvas to reveal its controls:- A floating toolbar above the block: link, text formatting, alignment, AI assist, clear formatting, and Personalization. Icons to duplicate or delete the block sit on the right.
- The left properties panel with Content, Link, and Styles (font size, font family, colors, spacing, and more).

A selected block — breadcrumb, floating toolbar, and properties panel
Templates and Sections
The left panel has two more tabs that speed up building:- Templates — start from a prebuilt, fully designed email and customize it.
- Sections — drag in prebuilt multi-block sections, filterable by Header, Footer, and Products.

Templates and Sections tabs — prebuilt designs and blocks
Data Source & personalization
To personalize content, first attach a Data Source. Click Data Source in the top bar and select a Payload — its fields become the tags you can insert.
Data Source panel — attach a Payload
{{variable}}:

Personalization menu — insert {{variables}}
Template Settings
Click Settings in the top bar to open Template Settings. This is where the email’s delivery details live.
Template Settings — email details and configuration
Send a test
Click Test in the top bar. In the Send Test Email dialog, enter a Subject and choose a Service Provider, then Send. The test goes to your authenticated email address so you can verify rendering.
Send Test Email dialog
Save or publish
- Save Draft keeps your work in progress (status stays Draft).
- Publish makes the template Live.
Next steps
- Send it as a broadcast: Create an email campaign
- Other channels: WhatsApp template · Push template
