How to create an email template
Build an email once, with subject, text, and the customer's name filled in automatically, and reuse it in campaigns and automations.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
An email template stores the subject and text ready to go. With variables, each customer receives the email with their own name. Afterward, you just pick the template when setting up a campaign or an automation.
Where to find it in Cognizy
Before you start
- Anyone who can create campaigns can create templates.
- The Generate with AI button writes the email for you and uses credits; here the text is written by hand.
Step by step
- Step 1:
Open the Message Templates screen and click New Template.
- Step 2:
In General Information, give it a Name and a Category so you can find the template later. In Channel, click Email.
- Step 3:
Write the Subject and, if you'd like, the Preview Text, the line that shows up in the inbox before the email is opened. The Variables button inserts customer data, like the first name.
- Step 4:
Write the body of the email and fill in the Plain Text (alternative), the unformatted version for people who don't view HTML emails. The Preview, next to it, shows how the customer will see it.
- Step 5:
Click Create Template.
- Step 6:
The template appears in the list, under the Email tab, ready to be used.
How to know it worked
The template appears in Message Templates and can be selected when creating an email campaign or automation.
If something goes wrong
The customer's name showed up blank in the email.
The contact doesn't have a name saved. Fill in the name in Serve › Customers or write a greeting that works without it.
Next step
Use the template in a message campaign.
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