Templates let you reuse successful email designs for future campaigns. Build a library of go-to emails for newsletters, promotions, and announcements instead of starting from scratch each time.
Your template library#
Access templates at Admin > Marketing > Templates. This shows all saved email designs with their names, status, and last modified dates. Active templates are ready to send, while archived templates are hidden from the main view but preserved for reference.
Templates you create in the Email Designer automatically appear here once saved. Each template stores the complete email HTML, subject line, and design.
Viewing templates#
Click any template to preview it. The preview shows how the email renders, letting you review the design before deciding to use, edit, or duplicate it.
Templates display in a sortable table. Click column headers to sort by name, creation date, or last update. Use the search box to filter by template name.
Editing templates#
Click the edit icon on any template to open it in the Email Designer. Make your changes using the AI assistant or code view, then save. The updated template is ready for your next campaign.
Editing a template doesn't affect emails already sent - only future sends use the updated version.
Duplicating templates#
Create variations of successful templates by duplicating them. Click the duplicate icon on a template to create an exact copy. Naayya adds "Copy" to the name so you can distinguish it from the original.
Duplicate templates when you want to:
- Create seasonal variations of recurring emails
- Test different subject lines or calls to action
- Customize a general template for specific segments
Edit the duplicate independently without affecting the original.
Archiving templates#
Archive templates you're not using but want to keep for reference. Click the archive icon on any template to move it out of the active list. Archived templates don't appear in the send campaign template selector.
View archived templates by toggling "Show Archived" in the template library. Unarchive templates anytime to make them active again.
Archiving keeps your template library organized as it grows. Archive seasonal campaigns after they're done or outdated designs you've replaced with better versions.
Deleting templates#
Delete templates you'll never use again by clicking the delete icon. This permanently removes the template and can't be undone. Deleting doesn't affect previously sent emails.
Only delete templates you're certain you won't need - consider archiving instead if there's any chance you'll reference it later.
Template categories#
Organize templates with categories for easier management. Create categories like "Newsletter," "Promotions," or "Events" in Admin > Marketing > Categories.
Assign templates to categories when saving from the Email Designer or editing template details. Filter by category in the template library to find what you need quickly.
Categories are especially helpful once you have dozens of templates. They make it faster to find the right template when creating campaigns.
Template status#
Templates have two statuses:
Ready to Send: The template is complete and can be used in campaigns immediately.
Draft: The template is a work in progress. Draft templates don't appear in the campaign send flow until you mark them ready.
Use draft status for templates you're still refining or seasonal campaigns you're preparing in advance.
Best practices#
Name templates clearly: Use descriptive names that indicate content and purpose. "Weekly Newsletter - Yoga" is better than "Email 1."
Build a core set: Create 3-5 core templates for your most common needs - weekly updates, promotions, events, welcome emails. These become your starting points.
Update regularly: Refresh templates quarterly to keep designs current and reflect seasonal changes or new branding.
Archive old versions: When you update a template significantly, duplicate it first, then archive the old version. This preserves history while keeping your active library clean.
Use categories from the start: Even with just a few templates, categorizing them establishes good habits for when your library grows.
Quick template creation workflow#
- Go to Email Designer and create your email with AI
- Save with a clear, descriptive name
- Assign it to a category if you use them
- Mark status as "Ready to Send" when complete
- Use it in Send Campaign whenever needed
Templates save time and ensure consistency. Your most effective email designs become reusable assets instead of one-time creations.
Next steps#
- Learn to Send Email Campaigns using templates
- Set up Template Categories for better organization
- Explore the Email Designer for creating templates