> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Templates

> Design reusable, personalized email templates for campaigns, surveys, and automations.

Email templates are reusable email designs you build once and reuse across [campaigns](/campaigns/creating_campaigns), [survey](/campaigns/surveys) invitations, and [Agent Studio automations](/agent-studio/automations/actions). Each template stores its content, sender details, and personalization so you can send consistent, on-brand email at scale.

Open templates from **Email Builder** in the sidebar, or directly at **[app.statisfy.com/emailer-templates](https://app.statisfy.com/emailer-templates)**. The **Emailer Templates** list shows each template's name, type, and status.

![Emailer Templates list showing template names, types, Draft and Published statuses, and row actions](https://cdn.statisfy.com/help-artifacts/campaigns/email-templates-list.png)

### Template Types

When you create a template you choose a type. The type controls one important rule: whether an [unsubscribe link](/campaigns/campaign_unsubscribe) is required.

| Type           | Use it for                              | Unsubscribe link |
| -------------- | --------------------------------------- | ---------------- |
| **Promotion**  | Marketing and promotional outreach      | Required         |
| **Newsletter** | Recurring newsletters and roundups      | Required         |
| **Updates**    | Transactional and product-update emails | Not required     |
| **Custom**     | Anything else                           | Required         |

<Note>
  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.
</Note>

### Template States

| State         | Description                                                            |
| ------------- | ---------------------------------------------------------------------- |
| **Draft**     | Work in progress. Can be freely edited.                                |
| **Published** | Finalized and available to use in campaigns, surveys, and automations. |

### Creating a Template

Creating a template is a two-step flow — **Template Info**, then **Editor**.

#### Step 1 — Template Info

1. Click the **+** (Add Emailer Template) button next to the page title.
2. Fill in the details:

   ![Template Info step with Template Name, Template Description, Template Type, Sender Name, Sender Email, and Subject fields](https://cdn.statisfy.com/help-artifacts/campaigns/email-template-info.png)

   * **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).
   * **Sender Name** — the "From" name recipients see.
   * **Sender Email** — the "From" address. Must belong to a [verified sender domain](/integrations/email_and_calendar_integration) configured by your admin.
   * **Subject** — the email subject. You can include [merge tags](/campaigns/personalization) here too.
3. Click **Next** to continue, or **Save as Draft** to return later.

#### Step 2 — Editor

Statisfy provides a drag-and-drop visual editor for building the email body.

![Email template Editor with the visual canvas and the content block palette including Unsubscribe and Begin Survey](https://cdn.statisfy.com/help-artifacts/campaigns/email-template-editor.png)

<Accordion title="Visual editor (default)">
  The default editor is a WYSIWYG, block-based builder. Drag content blocks (columns, buttons, headings, paragraphs, images, dividers, and more) 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](/campaigns/surveys). You can style the button label, colors, padding, border, and alignment. Limit one per template.
</Accordion>

<Accordion title="HTML Only Mode">
  If you'd rather hand-author the email, tick **HTML Only Mode** to paste or write your own HTML directly instead of using the visual builder. The HTML you provide is used as-is.
</Accordion>

### 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](/campaigns/personalization) reference for the full syntax, the special `{{ unsubscribe_this }}` and `{{ survey_url }}` tags, and the list of entity groups.

### 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.

<Tip>
  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.
</Tip>

### Where Templates Are Used

<CardGroup cols={2}>
  <Card title="Email Campaigns" icon="envelope" href="/campaigns/creating_campaigns">
    Select a published template when building an email campaign.
  </Card>

  <Card title="Survey Invitations" icon="clipboard-list" href="/campaigns/surveys">
    Use a template (with the Begin Survey block) to invite recipients to a survey.
  </Card>

  <Card title="Agent Studio" icon="diagram-project" href="/agent-studio/automations/actions">
    The Email Template V2 and Consolidated Email actions send saved templates from automations.
  </Card>

  <Card title="Personalization" icon="tags" href="/campaigns/personalization">
    Learn the merge-tag syntax used across all of the above.
  </Card>
</CardGroup>
