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Email templates are reusable email designs you build once and reuse across campaigns, survey invitations, and Agent Studio automations. Each template stores its content, sender details, and personalization so you can send consistent, on-brand email at scale. Open templates from the main menu or directly at app.statisfy.com/emailer-templates.

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Template Types

When you create a template you choose a type. The type controls one important rule: whether an unsubscribe link is required.
TypeUse it forUnsubscribe link
PromotionMarketing and promotional outreachRequired
NewsletterRecurring newsletters and roundupsRequired
UpdatesTransactional and product-update emailsNot required
CustomAnything elseRequired
Only Updates emails are exempt from the unsubscribe requirement. For every other type, your template must include an unsubscribe link before it can be published.

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Template States

StateDescription
DraftWork in progress. Can be freely edited.
PublishedFinalized and available to use in campaigns, surveys, and automations.

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Creating a Template

Creating a template is a two-step flow.

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Step 1 — Template Info

  1. Click New Template.
  2. Fill in the details:
    • Template Name — a descriptive name you’ll recognize later.
    • Template Description — optional notes about the template’s purpose.
    • Template Type — Promotion, Newsletter, Updates, or Custom (defaults to Custom).
  3. Configure the sender and subject:
    • Sender Name — the “From” name recipients see.
    • Sender Email — the “From” address. Must belong to a verified sender domain configured by your admin.
    • Subject Line — the email subject. You can include merge tags here too.
You can Save as Draft at any point and return later.

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Step 2 — Email Editor

Statisfy provides a drag-and-drop visual editor for building the email body.
The default editor is a WYSIWYG, block-based builder. Drag content blocks (text, images, buttons, dividers, columns) onto the canvas and style them visually. Your design is saved as both a reusable layout and rendered HTML.The editor includes two Statisfy-specific blocks:
  • Unsubscribe — inserts an unsubscribe link. Drag it in to satisfy the unsubscribe requirement for Promotion, Newsletter, and Custom templates. You can style the link text, font, color, and alignment.
  • Begin Survey — inserts a survey call-to-action button that links to the recipient’s survey. Use this in templates that distribute surveys. You can style the button label, colors, padding, border, and alignment. Limit one per template.
If you’d rather hand-author the email, switch on the raw HTML option to paste or write your own HTML directly instead of using the visual builder. The HTML you provide is used as-is.

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Personalization

Templates support Jinja merge tags so each recipient receives a personalized email — for example {{ contact.name }} or {{ account.name }}. Use the Insert Merge Tag picker in the editor to browse and insert the tags available for your workspace. See the dedicated Personalization & Merge Tags reference for the full syntax, the special {{ unsubscribe_this }} and {{ survey_url }} tags, and the list of entity groups.

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Publishing

Once your content, sender, and subject are set:
  1. Make sure required elements are present (e.g. an unsubscribe link for non-Updates types).
  2. Click Publish.
Published templates become selectable in campaigns, survey distribution, and Agent Studio email actions.
Keep a Draft copy if you plan to iterate. Changes to a published template’s content are republished — so duplicate first if you want to preserve the original.

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Where Templates Are Used

Email Campaigns

Select a published template when building an email campaign.

Survey Invitations

Use a template (with the Begin Survey block) to invite recipients to a survey.

Agent Studio

The Email Template V2 and Consolidated Email actions send saved templates from automations.

Personalization

Learn the merge-tag syntax used across all of the above.