Email templates

A template is a saved email design you can reuse as a starting point for new campaigns. Instead of rebuilding your layout, colors, and header every time, you pick a template and customize the content for that send. Templates live in a shared library for your organization.

Template types and the library

Open Email in the workspace sidebar, then select Templates. The library shows all templates available to your organization, with counts of custom and system templates at the top. Use the filter controls to view all templates, only My templates, or only system templates. You can also search by name or description.

The library contains two kinds of templates.

System templates are pre-built starting points provided by OrganizeOS. They are read-only: you can use them to start a campaign but you cannot modify them directly. If you want a version you can edit, duplicate a system template to create a custom copy.

Custom templates are designs your organization creates and owns. You can edit, duplicate, and delete them at any time.

Creating a custom template

1. In the template library, select New template.
2. Give the template a name and an optional description, then select Create Template.
3. The template editor opens. Build your design using the block editor, then select Save when you are done.

The template editor is the full-featured version: it includes HTML and JSON output tabs, download and import controls, and a share button. These are available here so you can inspect or transfer designs. The campaign composer uses a simplified editor that omits those controls.

Managing templates

Each custom template card in the library has a menu with three actions:

• Edit: update the design in the template editor.
• Duplicate: creates a copy named "Template name (Copy)"; also how you make an editable copy of a system template.
• Delete: removes the template permanently.

System templates do not have a menu; they cannot be edited or deleted.

Using a template when composing a campaign

When you create a new campaign and reach the Design step, the editor shows an empty state with two options:

• Start with a template: opens a panel listing your custom templates and the available system templates. Select any template to load its design into the editor canvas.
• Start from scratch: opens a blank canvas with no preset blocks.

You can also open the template picker from within the editor toolbar after you have already started, if you want to replace the current design with a different template. Selecting a new template replaces whatever is on the canvas.

The editor saves your work automatically as you make changes in the Design step. If you close the campaign and reopen it later, the editor restores your canvas exactly as you left it.

For a full walkthrough of the campaign creation flow, see Sending an email campaign.

Why this matters

Consistent branding builds trust with your members and supporters over time. When every email your organization sends shares the same header, colors, and layout, recipients recognize you immediately and are more likely to engage. Templates also reduce the time each organizer spends on setup, so your team can focus on the message rather than the design. Keeping a shared library means new staff can send on-brand emails from day one without needing design skills.