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Email Templates

Email Templates are reusable email designs - built once in the visual editor, then dropped into any campaign or journey (מסע) email. They live in Brand Studio → Email Templates (/brand/email-templates). Viewing the library requires the templates:read permission.

The template library​

The library is a table of every template in the workspace:

ColumnWhat it shows
NameThe template's name, description, and its first tags. Click to open the builder.
ScopeWorkspace (created here) or Global (provided across workspaces).
SubjectThe template's default subject line.
UsageHow many campaigns use the template.
Created / Created by, Last edited / Last edited byTimestamps plus the member's avatar and name - same chips as the campaigns list.

Around the table you get search (name, subject, description), a tag filter backed by the shared workspace tag pool, a Columns popover to show/hide columns, sortable headers, and pagination. Selecting rows opens a bulk bar with Delete (each deletion is permanent and confirmed first).

Each row's actions menu offers:

  • Preview - renders the template's HTML in a modal, with an Edit shortcut.
  • Edit - opens the builder.
  • Duplicate - opens the builder pre-filled as "Name (Copy)"; nothing is created until you save.
  • Delete - with confirmation; this cannot be undone.

Creating and editing a template​

Create Template (or opening an existing one) lands you in the builder, which has two cards:

Template Information - the metadata:

  • Template Name (required).
  • Default Subject - used as the starting subject when the template is applied.
  • Description - optional, shown in the library.
  • Tags - shared across templates, campaigns, and canvases in the workspace.

Visual Editor - a new template opens on two tiles: Create with Drag & drop and Create with HTML.

  • Drag & drop opens the full-screen editor. This is the same HTML email editor used for campaign emails: drag blocks onto the canvas, style them in the side panel, and close with Done. The card then shows a live preview with Edit Design. Text pasted into a text block from Word, Google Docs or a web page keeps its paragraphs, lists, links and bold, italic and underline, but not its fonts, sizes or colors, so the block's Typography settings apply to it. For text pasted earlier, Clear formatting (the eraser in the text toolbar) removes those fonts, sizes and colors from the selection, or from the whole block when nothing is selected; changing the block's font, size or color in Typography also overrides them. Selecting a link in a text block shows Link style under Link URL and Open in: Link color (pick a color, type a hex code, or clear the field for the email client's default), Underline on or off, and Bold on or off. They are saved on the link itself, so they reach the inbox in Gmail and Outlook too - use them to keep links readable on a dark background.
  • HTML shows a code editor beside a live preview. Write or paste the complete email markup; inline styles are kept. Liquid personalization and content-block tokens work the same way as in the drag & drop editor. Click any text in the preview to edit it in place - the HTML updates underneath, and you can type personalization tags such as {{ user.firstName }} right there. Layout, styles and images are edited in the code; clicking an element in the preview jumps to its markup.

A badge on the card names the method the design was made with. Convert to HTML turns a drag & drop design into plain HTML, carrying the markup over; the conversion is one way, because the block editor cannot rebuild a design from arbitrary markup. The design preview on the builder page updates immediately; nothing persists until you press Save.

Templates store the compiled, email-safe HTML. A drag & drop design also keeps its editable block source, so reopening it gives you native editable blocks rather than one opaque HTML blob; saving in HTML mode clears that source, so the template reopens in the HTML editor.

For a saved template the header also offers:

  • Preview - a rendered preview with sample personalization data.
  • Send Test - email the current design to yourself before using it anywhere. See Email testing.
  • Version History - a drawer listing prior saved versions with restore; restoring reloads the builder with that version. See History & Versions.

Duplicating a template​

Duplicate opens the builder preloaded with the source template's design, subject, description, and tags, with the name suffixed "(Copy)". Saving creates a brand-new template; the original is never modified. It's the quickest way to spin variations off a house layout.

Note that Preview, Send Test, and Version History appear in the header only once a template has been saved at least once - a brand-new (or duplicated-but-unsaved) template must be saved first.

Personalization picker​

Personalization is inserted through the editor's dedicated Personalization button and picker rather than drag-blocks: browse the available variables (user fields, attributes, and so on) and the picker inserts the correct Liquid token at the cursor, so you never have to remember variable syntax by hand. The inserted tokens are ordinary Liquid - see Liquid Templates for what's available and how filters work.

Add to Wallet button​

The block panel also includes an Add to Wallet block for Wallet Passes. After dropping it in, select it and use its Configure pass toolbar action to bind the button to one of your pass templates; at send time each recipient gets their own personal add-to-wallet link. The configuration survives saving and reopening the template.

Branded sections and product blocks​

The editor's block panel includes Branded sections - headers, heros, content sections, commerce blocks, CTAs, coupon codes, and footers that arrive already rendered in your Brand Kit colors, logo, and font. Product cards have a Choose product action that opens your synced store catalog (Shopify / WooCommerce) so a real product's image, name, price, and link fill in visually. These are the exact same section builders the AI uses, so hand-built and AI-built emails always match. Details live in Brand Voice & AI Writing.

AI and Brand Voice​

What a generated template guarantees (2026-09-24): a 600 px single column, 16 px body text at line height 1.5, a button at least 44 px tall worded as an action and its outcome, neutrals tinted toward your brand colour (never pure black or white, and a button label that reads on your primary), alt text on every image, the reader's language and direction on the document and a per-email title, the preheader it was written with (the campaign takes it as its default next to the subject), and a footer with the unsubscribe link in the reader's language, your company address (Settings → General) and your social links (Brand Kit) when they are set - never invented. A button with no URL in the brief points at your website. The template is checked by Launch Review before it is saved, and once regenerated if a blocker is found. A plain-text part is derived at send time. In the editor, a Design check strip above the canvas shows the same design findings while you build. A generated template also records the posture the AI committed to - an archetype (editorial, bold, minimal, letter, lookbook, product grid, newsletter, transactional) and how much of the surface your brand colour owns (restrained, committed, drenched) - chosen from the brief and the Brand Kit, or set by you. In the editor, Generate with AI designs a whole email from a brief straight into the canvas as editable blocks, and selecting any text block shows Rewrite chips (shorter, bolder, quieter, more personality, less like AI) that change its words only. Both work in the HTML editor as well, with the result landing in the source. Revise with AI takes one instruction for the whole open email ("shorter hero, move the button up") in either editor; the result is compiled, reviewed and linted before it replaces what is on screen, and undo brings the previous version back. The chat assistant knows which email is open: with the editor on screen, ask it in your own words ("make the hero shorter", "move the button up", "warmer tone") and it revises the open email through the same step, with an Apply card before anything changes.

Templates are where Joryio's brand-aware AI comes together - all of it documented in depth on the Brand Voice page, so briefly:

  • Ask the Assistant for a template - e.g. "create an email template announcing our summer sale, 20% off with code SUN20". On Apply, the copy is written in your Brand Voice and the design assembled from your Brand Kit; the result is saved as a regular template in this library that you can open and fine-tune like any other.
  • Branded sections (above) keep manual edits on-brand without configuration.
  • AI subject-line suggestions appear next to the subject field when editing an email variant in the campaign editor, honoring your voice's tone and forbidden words.

If AI features are quiet in your workspace, the workspace simply may not have AI configured yet - the template library and editor work fully without them.

Using templates in campaigns and journeys​

  • Campaigns - in the email content step, each variant can start from a saved template: pick one and its design and default subject load into the variant's editor, where you edit freely (changes affect only that campaign, never the template). There's also a shortcut to open the template builder in a new tab and create one mid-flow. The library's Usage column counts these uses.
  • Journeys - an email message node in the canvas offers Choose an email template the same way; see Canvas Nodes.

Because a campaign copies the template at selection time, editing a template later does not rewrite emails already configured from it - reselect the template where you want the new design.

Suggest an experiment in the template editor asks the Assistant's Experiment Copilot for an A/B test on this template: one or two variants that change the one content feature with the widest performance gap in your own results, with the recipients each arm needs, created as a draft campaign you launch. See Experiment Copilot.

Personalization and Content Blocks​

Template content is Liquid-enabled like any Joryio message:

  • Personalization variables - {{ user.firstName }}, attributes, filters - render at send time. See Liquid Templates.
  • Content Blocks - drop a shared snippet (legal footer, promo banner) anywhere in the design with its token, e.g. {{ blocks.legal_footer }}. The block's current content is resolved at send time, so editing the block in Brand Studio → Content Blocks updates every template-based email that references it - this does propagate, unlike edits to the template itself. Use an HTML-type block for email.

A good pattern: keep the layout in the template and the frequently-changing pieces (footer, offer banner) in Content Blocks referenced by the template.