Marketing Email Templates

Marketing email templates are the reusable emails your campaigns send. You build them from blocks, personalise them with partner variables, and set them Live so campaigns can use them.

You can also share a template with partners, so they can send your email from their own marketing rather than writing their own version of it.

Where to find it: Go to Campaigns, then the Templates tab. Click New Template to create one.

Who can use this: Anyone on your team with access to Campaigns. Requires the Marketing module, which Journeybee support enables for you.

The editor

The template editor has three tabs.

Content

Drag blocks from the sidebar onto the canvas and click each one to configure it. Text blocks (with formatting, links and variables), images, buttons, dividers and spacers.

What you build is compiled to email-safe HTML, so it holds together in Outlook and the other clients that do not render modern CSS. That is also why the block set is deliberately limited: anything more elaborate would not survive the trip.

Preview

Shows the rendered email, with a toggle between desktop and mobile. Check mobile properly. Most partner contacts read email on a phone, and a two-column layout that looks smart on a laptop often stacks badly.

Settings

Name: your internal name for the template.
Subject: the email subject line.
Live: Live or Draft. Only Live templates can be selected in a campaign.
Partner visible: lets partners see and use the template in their own marketing.
Danger zone: archive or restore.

Personalisation

Type {{ in a text block to open the variable menu. Variables are replaced with each recipient's own details when the email is sent, so one template produces a personalised email per partner.

The full list of available variables, including your own custom fields, is in Dynamic Content Variables.

Two habits worth having: always give a variable a sensible fallback in the surrounding sentence, and never put a variable in the subject line without checking the preview. "Hi ," is a worse opening than "Hi there,".

Using a template in a campaign

Set the template Live, then select it in a campaign's Email module. See Creating a Campaign.

Send a test to yourself from the campaign before the real send. The preview shows the layout; a test send shows you what actually lands in an inbox, including how the subject line and sender name read.

At send time, recipients who have unsubscribed are removed automatically, and every email carries an unsubscribe link. You do not have to maintain a suppression list yourself.

Turning on Partner visible makes a template available to partners.

Which of your partner-visible templates a given campaign exposes is then chosen in that campaign's Templates module, under Available Templates. Only Live templates appear there.

This is how you get consistent messaging out through partners without writing it for each of them.

Managing templates

Duplicate: the fastest way to build a variant. Copy your best-performing template rather than starting from an empty canvas.
Archive: hides the template from the active list. An archived template cannot be sent, and the editor tells you so, but it can be restored from the Settings tab at any time.

Troubleshooting

My template is not selectable in a campaign

Only Live templates appear. Check the Settings tab, and check the template is not archived.

The campaign says there are no live templates

You have no Live template yet. Create one in the template editor and set it Live first.

A variable came out blank

That partner has no value for it. Blank tier, category or custom field renders as nothing, so write the sentence to survive it.

The email looks wrong in Outlook

Check the mobile preview and simplify the layout. Stick to the supplied blocks; anything hand-crafted is the usual cause.

Partners cannot see a template I shared

Two things are needed: Partner visible on the template, and the template selected under Available Templates in the campaign's Templates module.

I archived a template by mistake

Open it and use Unarchive Template in the Settings tab. Nothing is lost.

Good to know

Duplicate rather than rebuild. Most of your emails are variations on two or three layouts.
Test on mobile, not just desktop.
Archive old templates instead of deleting, so you can bring back a layout that worked.
Unsubscribes are handled for you: suppressed recipients are dropped at send time and every email carries an opt-out link.

Creating a Campaign: sending a template to partners.
Dynamic Content Variables: every variable you can insert.
Marketing Campaigns: the Campaigns page and its tabs.
Emailing Partners: one-off emails to a partner's contacts.