Introduction

The Email Templates page allows you to create, organise and reuse email content for campaigns and one-to-one communication. Templates help ensure consistent messaging and save time by letting you reuse content across different emails.

To access Email Templates, navigate to Marketing > Email > Templates Tab.

Summary

Templates Tab Overview
Finding and Viewing Templates
Creating Templates and Folders
Managing Templates in List/Card View

Templates Tab Overview

When you open the Email Templates page, you’ll see two main areas:

Template folders on the left
Template list on the right

By default, All Folders are selected, showing every template you have access to.

Folders

Folders help you organise templates by purpose, team or campaign type. Selecting a folder filters the templates shown on the right.

Finding and Viewing Templates

You can quickly locate templates using the search bar, which searches by folder or template name.

At the top of the page, you can also:

Toggle between My Templates and Shared Templates
Switch between Card View and List View

These options make it easier to browse templates in the format you prefer.

Creating Templates and Folders

Click Create Template at top right corner to start a new email template.

You’ll be asked to choose a template type:

Classic Email Editor – works the same way as the standard CRM email editor
Drag-and-Drop Email Editor – a visual editor for building emails with blocks

When using the Drag-and-Drop editor, clicking Back returns you to the Templates page without creating a template.

2. Click Add Folder at bottom left corner to add a new folder.

You’ll be asked to enter folder name:

Managing Templates in List/Card View

In List View, you can select one or multiple templates at the same time.

Once templates are selected, bulk actions appear above:

Move to Folder – organise templates into folders
Delete – remove selected templates
Copy – create duplicates of selected templates
Cancel – clear the current selection

These actions and Edit are also available in single template's Action:

Editing an email template is almost the same with creating a template using Classic Email Editor:

In Card View, you can directly preview the template:

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.