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An email template is a reusable email design: the content, a default subject line, and the variables the email personalizes with. You design it once and keep it — every send made from it is recorded separately, so editing a template later never rewrites what was already sent. Templates belong to one event. Find them under Email templates in the event’s Marketing group.

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Create and design a template

1

Create it

Click Create template and give it a name and a default subject. The subject is what a send starts from — it can be edited per send, and variables work in it too.
2

Design the content

Open the template’s page and build the email in the rich editor — layout, text, images. Insert variables from the editor’s merge-tag menu wherever a value should be filled in per recipient.
3

Save, then test

Save your design, then use Send test to deliver the template to one address and check it in a real inbox. The test substitutes sample values for built-in variables and the real values for your own. Unsaved changes are not included — save first.
A template with no designed content cannot be sent — the list marks it No content yet until the editor has saved once.

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Variables

Two kinds of variables can appear in the content and the subject:
  • Built-in variables resolve per recipient at send time: attendee name, attendee email, event name, event start time, ticket type, exhibitor name and booth number. The last two fill in for exhibitor staff and stay empty for everyone else.
  • Custom variables are the template’s own — a venue address, a support email. Each carries one value that every recipient sees, with an optional description that labels it in the editor menu. A send can adjust these values without touching the template — see Sending email.
Custom variable keys use lowercase letters, digits and underscores, start with a letter, must be unique, and cannot reuse a built-in variable’s name.

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Duplicate a template

Duplicate creates a copy under a new name with the same subject, design and variables. Send history stays with the original. Duplicating an archived template is allowed on purpose — it is how a shelved design comes back into use without restoring the original.

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Archive and restore

Templates are archived, never deleted — past sends keep citing the template that produced them. An archived template cannot start a new send; Restore brings it back. If you only want to reuse its design, duplicate it instead.

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Rules to know

  • Templates are per event. Each event keeps its own template list; use Duplicate within an event to branch a design.
  • Editing a template never changes past sends. Every send records a snapshot of the subject and content as they were at send time.
  • The subject takes variables too — both built-in and custom.
  • A test send is a proof, not a record. It goes to one address of your choosing and does not appear in the send history.
  • No content, no send. Design and save the editor’s content before sending or testing.
  • Archived templates cannot be sent, and automations cannot activate while citing one — see Automations.

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Next

Sending email

Turn a template into a send: pick recipients, set variable values, preview and deliver.

Automations

Send a template automatically when something happens in the event.