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A template stores the reusable content and sender configuration used by broadcasts, workflows, and the Marketing transactional API.

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What a template contains

  • Internal template name
  • Subject line and inbox preview text
  • From name, verified from address, and optional reply-to address
  • Design blocks or full HTML
  • Generated plain-text alternative
  • Global styles or a saved theme
  • Personalisation and unsubscribe tokens
  • Internal tags
The sender belongs to the template. A broadcast can override the subject, but it inherits the template’s from name, from address, and reply-to address.

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Create a template

  1. Go to Marketing → Templates
  2. Click New template
  3. Choose Blank template or a starter
  4. Enter an internal name in the top bar
  5. Set the subject and preview text
  6. Choose a sender on an active Marketing domain
  7. Create the content
  8. Send a test
  9. Click Create
Available starters include practical layouts for account notices, product updates, welcome mail, simple notes, password resets, promotions, and newsletters. Every starter is fully editable.

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Starter examples

Choosing a starter copies its blocks, styles, subject, and preview text into the new template. It does not remain linked to the starter, so later edits affect only your template.

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How templates are reused

The same template system powers three sending paths: For example, a customer-onboarding set might contain:
  • Welcome — day 0
  • Getting started — day 2
  • Need help? — day 7
Each remains a separately testable template, while the workflow controls their order and delays.

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Name, subject, and preview text

The template name is only for your team. The subject and preview text are recipient-facing:
  • Subject line is the main inbox title
  • Preview text is the supporting text many inboxes show beside or below the subject
JetEmail inserts preview text as a hidden preheader in the sent HTML. It does not appear as a visible block in the message body.

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Configure the sender

Under Sender:
  1. Enter a recognisable from name
  2. Enter the local part of the address
  3. Select an active Marketing domain
  4. Optionally enter a reply-to address
For example:
If the sender domain is not available, add and verify it first.

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Choose an editing mode

The editor has four views: Design and HTML are alternative sources of truth. Switching a visual design to HTML renders its current blocks into editable markup. Switching back to Design can replace hand-written HTML with the block design, and JetEmail asks for confirmation when that would discard changes. See Template editor for blocks, sections, styles, themes, and shortcuts.

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Personalise the content

Insert built-in fields such as {{firstName}}, custom contact properties, or the per-recipient {{unsubscribe_link}}.
See Personalisation & merge fields for field creation and safe testing.

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Test before sending

JetEmail includes a test-send system in the template editor. It sends the current render to one address so you can check the message in a real inbox before using it in a broadcast, workflow, or application.
  1. Set a valid sender on the template
  2. Click Send test
  3. Enter a recipient address you can inspect
  4. Click Send test
The test uses the current subject, preview text, sender, HTML, and generated plain-text version. It does not send to an audience, and test sends do not count toward a Marketing quota.
You can send a test while editing, before the template is used anywhere. Repeat the test after changing a theme, responsive columns, important links, or sender details.
Check at least:
  • Desktop and mobile layout
  • Subject and preview text
  • From and reply-to identities
  • Dark-mode behaviour in common clients
  • Images and alt text
  • Every destination URL
  • Plain-text readability
  • Personalisation and unsubscribe placement
Test sends appear in Marketing → Logs, where you can confirm their delivery result and inspect the event timeline.

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Preview versus test send

Use all three before a high-impact send. Browser preview cannot reproduce every transformation made by Gmail, Outlook, Apple Mail, and security gateways.

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Save and unsaved changes

Click Create for a new template or Save for an existing one. Command-S on macOS or Control-S elsewhere also saves. If you navigate away with unsaved edits, the dashboard asks for confirmation.

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Manage the template library

The Templates page supports:
  • Search by name or subject
  • Filter by tag
  • Edit
  • Duplicate
  • Copy template UUID
  • Delete
  • Pagination for larger libraries
Duplicating copies the sender, editor mode, blocks, styles, HTML, text, and tags. The copy receives a new UUID and (copy) in its name. The UUID is used by the Marketing transactional API as transactionalId.
Before deleting a template, check broadcasts and workflows that use it. A workflow email step must reference an existing template.