Creating a template
Go to Templates and create a new template. The editor is a rich-text composer:
- Write your subject line and body.
- Insert Variables from the variables inserter to personalize per prospect.
- Run the SEVEN SECOND TEST before you ship it (see below).
- Save it into a folder to keep your library organized.
Anatomy of a good cold template
- Subject — short, lowercase, curiosity or relevance; avoid spam trigger words.
- Opener — one line that proves this isn't a blast: a snippet about them.
- Body — 2–4 sentences: the problem, your one-line relevance, no feature lists.
- Ask — one low-friction call to action.
- Signature + opt-out — appended per mailbox from Settings; you don't need to type these.
The SEVEN SECOND TEST
Templates are scored on whether a reader can grasp them in seven seconds: short paragraphs, skimmable, one clear idea. Run it on every template — it's the fastest quality gate you have.
Where templates are used
Templates are attached to campaign email steps. Improving a template improves every future send of every campaign that uses it.