Template Categories

As your template library grows, finding the right design quickly becomes important. Template categories let you group related templates together so you and your team can filter and select designs without scrolling through an unsorted list.

What are categories?

A category is a label assigned to each template. Categories appear as filter chips at the top of the Templates page, allowing anyone in your workspace to narrow the list down to the type of email they are looking for in a single click.

Every template belongs to exactly one category. The set of categories is fixed; you cannot add your own.

Available categories

SendBeam provides five categories that cover the most common email programme needs:

• Welcome — for onboarding sequences, new subscriber greetings, and post-signup emails. Often used in automations.
• Newsletter — for recurring content digests, industry roundups, and subscriber updates. Typically sent on a regular cadence (weekly, monthly).
• Promotion — for discount offers, flash sales, seasonal campaigns, and any email with a primary commercial intent.
• Transactional — for confirmations, receipts and notifications, typically sent from an automation or through the API.
• Custom — for anything that does not fit the other four.

Choosing a category

You pick a category when you create the template and can change it at any time. A few rules of thumb:

• Categorise by purpose, not by design. A promotional email in newsletter styling is still a Promotion.
• Use Transactional for emails that should look like plain, reliable system messages.
• Agree the conventions with your team so everyone files templates the same way.

Assigning and filtering by category

You can assign a category to a template when you first create it, or at any point afterwards.

To change a template's category after creation:

1. Go to Templates and open the template.
2. Under Template Details, choose a new value from the Category dropdown.
3. Save.

To filter the template list by category:

• Click any category chip at the top of the Templates page to show only templates in that category.
• Click All to clear the filter and view every template.