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Create and use email templates

Save a step as a template, insert one into a new step, or start a whole sequence from a template.

9 steps about 2 min captured 2026-10-17 Artra
1

Open a sequence from "Sequences".

Step 1: Open a sequence from "Sequences".
2

Click "Add step".

Step 2: Click "Add step".
3

Choose "Email".

Step 3: Choose "Email".
4

Write the email once.

Step 4: Write the email once.
5

Click "Save as Template" to keep it under "Your Templates".

Step 5: Click "Save as Template" to keep it under "Your Templates".
6

In any later step, click "Insert Template".

Step 6: In any later step, click "Insert Template".
7

Pick a saved template; it fills the subject and body, which you can still edit.

Step 7: Pick a saved template; it fills the subject and body, which you can still edit.
8

For a whole sequence, click "Use template" at the bottom of the editor.

Step 8: For a whole sequence, click "Use template" at the bottom of the editor.
9

Pick a starter: Cold Basic, Dial Only, Webinar Invite, New Website Lead or Meeting Request. Every step is added and editable.

Step 9: Pick a starter: Cold Basic, Dial Only, Webinar Invite, New Website Lead or Meeting Request. Every step is added and editable.
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