Email Marketing & Templates

With the email template editor, you design professional emails that automatically use your brand identity. Templates can be used in workflows for automatic follow-up.

Step 1: Enable Email Marketing

Go to Settings → Email. Enter your Resend API key, sender name, and email address. Click Save.

Step 2: Navigate to Email Templates

Click Email templates in the sidebar (under Marketing). You'll see an overview of your templates.

Step 3: Create a New Template

Click + New template. Choose a preset to get started quickly:

• Welcome — welcome email for new contacts
• Follow-up — follow-up email with valuable content
• Appointment — invitation to schedule a meeting
• Newsletter — multiple content blocks

Step 4: Edit Sections

The editor shows your email as a stack of sections. Each section has its own settings:

• Header — logo and company name
• Text — rich text with variables
• Image — image with link
• Button — CTA button with color and link
• Divider — visual separator
• Footer — unsubscribe link and address

Step 5: Use Variables

In text and subject lines, you can use variables that are automatically filled in:

• {{firstName}} — contact's first name
• {{lastName}} — last name
• {{email}} — email address
• {{company}} — company name

Step 6: Test Your Email

Click Send test in the toolbar. Enter your own email address to receive a preview. Check the formatting in your email client.