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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 live preview of the design with Edit Design (or Create Design the first time), which opens the full-screen drag-and-drop 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 design preview on the builder page updates immediately; nothing persists until you press Save.

Templates store the compiled, email-safe HTML plus the editable block source, so reopening a saved template gives you native editable blocks rather than one opaque HTML blob.

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​

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.

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.