How to Create Your First Email Template

What are email templates?

Email templates in EmaReach are reusable email designs you use in campaigns. Each template has a subject and a body (and optionally a name). You can use merge variables (e.g. {{first_name}}, {{company}}) so each recipient gets a personalized message. Create and manage templates under Templates in the sidebar.

Step 1: Open Templates

1. Click Templates in the sidebar.
2. Go to Template Management (or the main templates list).
3. Click New template or Create template.

Step 2: Name and subject

1. Give the template a name (e.g. "Cold outreach – intro") so you can find it later.
2. Enter the subject line. You can use merge variables here too (e.g. "Hi {{first_name}}, quick question").

Step 3: Write the body

1. In the body editor, write your email content. You can use plain text or HTML depending on what the editor supports.
2. Use merge variables where you want personalization: {{first_name}}, {{last_name}}, {{company}}, {{email}}, etc. These are replaced with the contact’s data when the campaign runs.
3. Include an unsubscribe line for compliance (e.g. "Unsubscribe: {{insert-unsubscribe-link-here}}" or the placeholder your plan uses). See the Compliance settings and template guide for the exact placeholder.
4. Save the template.

Step 4: Use the template in a campaign

1. Go to Campaigns → New campaign (or edit an existing one).
2. In the email sequence step, add an email and select your new template from the template list.
3. The campaign will use this template for that step; merge variables will be filled from the contact list you choose.

Tips

• Use Templates → Template Guide and Template Examples for suggested merge variables and best practices.
• Keep subject lines clear and avoid spammy words; check Settings → Compliance for spam words to avoid.
• Test with a small list or a test send if your plan supports it.

Summary checklist

• Templates → New template.
• Enter name, subject, and body; add merge variables and unsubscribe.
• Save; use the template in a campaign.