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Marketing Templates

Reusable branded email layouts with version history and team sharing.

Templates are reusable email layouts shared across your workspace. Build a template once with the drag-and-drop editor, and use it across as many campaigns as you need. All templates are version-controlled — every save creates a revision you can restore later.

Creating a Template

  1. Navigate to Marketing > Templates
  2. Click New Template
  3. Enter a template name
  4. Choose a starting point:
    • Blank — start from an empty canvas
    • Existing template — clone and customize
    • Import HTML — paste or upload HTML (see Importing below)
  5. Build in the editor and click Save

Template Structure

Templates are organized into three sections:

SectionDescription
HeaderLogo, navigation links, and top branding. Lock this section to prevent campaign editors from changing core brand elements.
Body BlocksHeadings, text, images, buttons, and other content blocks. These are the areas campaigns customize per send.
FooterPhysical address, unsubscribe link, social icons, and legal text. Lock to ensure compliance copy is never removed.

Locking sections — Admins can lock any section to prevent it from being edited in campaigns. Locked sections render in campaigns but are not editable by the campaign creator.

Personalization Variables

Templates support Handlebars-style variables that resolve to recipient data at send time:

VariableResolves to
{{first_name}}Contact's first name
{{company_name}}Contact's company name
{{custom_field.field_key}}Any CRM custom field by its key

For each variable, configure a fallback value — the text shown when the field is empty for a recipient. Example: {{first_name}} with fallback "there" renders as "Hi there" when the first name is missing.

Version History

Every time you save a template, a revision is created automatically.

To view and restore versions:

  1. Open the template
  2. Click History in the top panel
  3. Browse revisions by date and editor name
  4. Click any revision to preview it
  5. Click Restore to make that version current

Campaigns remember which version they used — if you update a template, existing campaigns that used a previous version are unaffected.

Importing HTML

To import an existing HTML email:

  1. Click Import HTML when creating a template
  2. Paste HTML directly or upload a zip file (HTML + image assets)
  3. Workestra parses the HTML and converts compatible regions into editor blocks
  4. Regions that can't be converted are preserved as locked HTML blocks — they render correctly but can't be edited in the visual editor

Templates exported from Mailchimp as HTML can be imported directly. Layout and images are preserved; some Mailchimp-specific merge tags and custom components may need to be rebuilt as Workestra blocks.

Sharing and Permissions

All templates are shared workspace-wide by default. Any workspace member with Marketing access can use a template in a campaign. Only users with the Marketing Admin role can edit or delete templates.

Lists

Create static marketing audiences for one-time sends, imports, and fixed campaign snapshots.

Marketing Settings

Configure your ESP, sending domain, unsubscribe behavior, and attribution window.

On this page

Creating a TemplateTemplate StructurePersonalization VariablesVersion HistoryImporting HTMLSharing and PermissionsRelated