Docs/Templates/Create a new template

Create a new template

One button, three editors — Visual Builder, Code Editor, or Plain Text — and a Pro Template shortcut past the blank page.

Every campaign starts with content — and a template is the fastest way to get there. Pick the editor that fits how you think, and you're building in seconds.

Template creation workflow

1

Open Templates

From the top navigation, go to Outreach → Templates to see your library and every creation tool.

2

Click + New Template

Opens a single modal with exactly three choices — no lengthy setup form first.

3

Pick your editor

Visual Builder for drag-and-drop design, Code Editor for full HTML control, or Plain Text for fast, personal writing.

4

Name it, then build

Give it a name you'll recognize later, then design the email in whichever editor you picked.

5

Save

Save writes it to your library instantly — reopen it any time and it lands back in the same editor that built it.

Visual Builder

Design polished, professional email layouts visually — drag, drop, and customize components without writing a single line of code.

Code Editor

Build fully custom HTML templates with complete control over structure and styling — with an AI chat assistant right alongside it.

Plain Text Editor

Write concise, conversion-focused emails with real rich-text formatting, tone control, and AI assistance for fast, personal outreach.

Choose the right editor

Each one is built for a different workflow — pick whichever fits how you work. All three save to the same library, so mixing editors across your templates is completely normal.

Don't want to start blank?

Open Visual Builder and click ✨ Load Pro Template in the components panel — it drops in a fully-designed, ready-to-customize email in one click. Prefer to talk it through instead? The Code Editor and Plain Text Editor both have an AI assistant built in that can write a first draft from a plain-language description.