Docs/Templates/Templates Overview

Templates Overview

Templates are reusable email designs that you can apply to campaigns and automation emails. EmailSendX ships with over 10 professionally designed system templates. Create your own to maintain a consistent look across every send.

Overview

A template in EmailSendX is a saved email design — HTML structure, styles, layout, and placeholder merge tags — that can be applied to any campaign or automation step. Templates save design work and ensure brand consistency across all your emails.

There are two types of templates:

System templates: pre-built designs maintained by EmailSendX. Available to all workspaces. Cannot be edited in place, but can be duplicated into a custom template.
Custom templates: workspace-scoped templates you create or save. Fully editable and only visible to your workspace.

Templates and campaigns are separate. Applying a template to a campaign copies the template's content at that moment — later changes to the template don't affect already-created campaigns.

json

// Template object shape (from GET /templates/{id})
{
  "id": "tpl_09kz8mrst1xbg2y5v7p4q3h0j",
  "name": "Monthly Newsletter",
  "category": "newsletter",
  "type": "custom",       // "system" | "custom"
  "editor": "visual",     // "visual" | "html" | "mjml"
  "subject": "Your {{workspace_name}} update for {{current_month}}",
  "html": "<!DOCTYPE html>...",   // Final compiled HTML
  "source": "...",                // MJML source (if editor = "mjml"), or raw HTML
  "created_at": "2026-01-10T09:00:00Z",
  "updated_at": "2026-04-15T14:22:00Z"
}

System Templates

EmailSendX includes 10+ professionally designed system templates covering common use cases. Browse them at Templates → System Templates.

Template	Best for
Simple Newsletter	Clean single-column layout for text-first newsletters
Product Update	Feature announcement with image/text blocks and a CTA button
Promotional	Bold hero image, discount code, and product grid layout
Transactional Minimal	Plain, focused email for receipts, confirmations, password resets
Welcome Email	Onboarding email with steps, feature highlights, and a getting started CTA
Re-engagement	Win-back email with a bold headline and single clear CTA
Event Announcement	Date/time block, speaker list, and registration button
Weekly Digest	Multi-story digest with article previews and "Read more" links
Product Launch	Launch announcement with hero image, bullet features, and early access CTA
Plain Text Style	Minimal HTML that mimics a plain text email for high deliverability and personal feel

To use a system template, click Preview to see a full render, then click Use Template when creating a campaign or Duplicate to Workspace to create an editable copy in your custom templates.

Custom Templates

Custom templates are workspace-scoped designs you control. Create one from scratch or duplicate a system template to get started.

Creating a custom template

Go to Templates → New Template.
Choose your editor type: Visual, HTML, or MJML.
Design your email.
Click Save as Template, give it a name, and choose a category.

Saving from a campaign

If you've designed an email in a campaign that you want to reuse, open the campaign editor and click Save as Template from the toolbar. This creates a new template from the current campaign design.

Organizing with categories

Assign templates to categories to keep your library organized. Common categories: Newsletter, Transactional, Promotional, Onboarding, Re-engagement. Categories are free-form text — create whatever naming convention works for your team.

Editing a custom template does not retroactively change campaigns that already used it. Template changes only affect new campaigns that select the updated template.

Editor Modes

Templates are created in one of two editor modes, picked at creation. The two modes are intentionally separate workflows — once chosen, a template stays in that mode.

Visual Editor

Block-based drag-and-drop builder. Best for non-technical users. Templates start with a header / body / footer scaffold and you add Title, Text, Picture, Avatar, Button, Divider, Spacer, Custom HTML, and Footer blocks from the left panel. The right-side properties panel exposes typography, spacing, color, and per-block options. Output is table-based HTML that renders correctly across Gmail, Apple Mail, Outlook, Yahoo, HEY, and Superhuman.

Code (HTML) Editor

Raw HTML editor with split + preview. Useful for importing existing HTML templates or for precise layout control. Includes a merge-tag sidebar, undo/redo, and a dark-mode preview overlay so you can see how the email renders on Apple Mail and other clients that honour prefers-color-scheme: dark.

Preview & Testing

The template editor has a built-in preview system accessible from the toolbar:

Desktop / Mobile toggle: switch between a full-width desktop view and a ~375px mobile view. Verify that your layout responds correctly on small screens.
Dark mode preview: render the template as it would appear in email clients with dark mode enabled. Dark mode can invert colors and break layouts if not accounted for.
Send test: send the current template state to your own email address for review in a real inbox. Test sends from the template editor use sample merge tag values.
Client preview: on Pro and Business plans, access a multi-client preview showing renders across Gmail, Outlook 365, Apple Mail, and more (powered by Email on Acid or Litmus integration).

Templates API

Access and manage templates programmatically via the API.

bash

# List all custom templates in the workspace
GET https://emailsendx.com/api/v1/templates
# Query params: category, type ("system"|"custom"), page, limit

# Get a specific template (includes full HTML)
GET https://emailsendx.com/api/v1/templates/{templateId}

# Create a template via API
POST https://emailsendx.com/api/v1/templates
{
  "name": "Q2 Newsletter",
  "category": "newsletter",
  "editor": "html",
  "html": "<!DOCTYPE html><html>...",
  "subject": "Your {{current_month}} update"
}

# Update a template
PATCH https://emailsendx.com/api/v1/templates/{templateId}
{
  "name": "Q2 Newsletter — Revised",
  "html": "<!DOCTYPE html><html>..."
}

# Delete a template
DELETE https://emailsendx.com/api/v1/templates/{templateId}

The API key needs the templates:read scope to GET templates and templates:write to create or update them. Configure API key scopes in Workspace Settings → API Keys.

Build your email template library

Create reusable templates for newsletters, transactional emails, and promotions — and maintain a consistent brand across every send.

Browse templates Learn merge tags