Creating Templates

You can build as many templates as you need in SendBeam. Templates are created and managed from the Templates section in the main navigation. This page walks you through the full lifecycle: creation, design, saving, editing, and deletion.

Create a new template

Follow these steps to create a brand new template:

1. In the left-hand navigation, click Templates.
2. Click the New Template button in the top-right corner of the page.
3. Under Template Details, enter a name. Choose something descriptive — for example, "Monthly Newsletter — Brand v2" rather than "Template 3".
4. Pick a Category (Welcome, Newsletter, Promotion, Transactional or Custom) to keep your library organised.
5. Optionally enter a default Subject. Automations that send the template use it as the email's subject.
6. Design the email in the Visual view, or switch to HTML to paste your own markup, then save.

Designing with the email builder

The visual editor is the same drag-and-drop builder used for campaigns. Changes made here are saved with the template and used by any automation that sends it.

Key builder features available when editing a template:

• Starter layouts — the editor opens with a choice of pre-built layouts (Welcome Email, Newsletter, Product Announcement, Sale / Promotion, Event Invitation, Simple Text) or a blank canvas.
• Blocks panel — add Header, Text, Image, Button, Divider, Spacer, Columns, Social Links and Footer blocks by clicking or dragging them onto the canvas.
• Block properties — click any block to edit its content, alignment, colours and links in the properties panel.
• Merge tags — the Insert buttons above the HTML view add {{first_name}}, {{last_name}}, {{email}} and {{unsubscribe_url}} at the cursor. You can type any merge tag by hand in either view.
• Preview — the Preview view renders the email as recipients will see it, with a desktop and mobile toggle.
• Undo and redo — the toolbar keeps a history of block changes.

The Footer block includes an unsubscribe link out of the box. If an email has no {{unsubscribe_url}} anywhere, SendBeam appends a plain unsubscribe link at the bottom when it sends, so recipients can always opt out — but designing your own footer looks better.

Saving and naming best practices

Click the save button to store the template. There is no auto-save, so save before leaving the page. Your most recent save is what appears on the Templates page.

Tips for keeping your template library easy to navigate:

• Include the email type and version in the name, for example "Welcome Series — Minimal v1".
• Use categories to group related templates (see Template Categories).
• Prefix retired templates with an underscore or label them "Archive —" so they are easy to spot.
• Avoid generic names like "New Template" — they make it hard to pick the right design in an automation step.

Editing and deleting templates

You can edit a template at any time. Edits affect automation emails sent after the change; campaigns keep their own copy of the HTML and are not affected.

To edit an existing template:

1. Go to Templates and locate the template you want to change. Use the category chips to narrow the list.
2. Click the template's name (or Edit in the ⋯ menu at the end of its row). A template built in the visual editor reopens there, block by block; one that was pasted or written as HTML opens in the HTML view, because the visual editor cannot take bare HTML apart. Switch views as needed.
3. Make your changes.
4. Save to apply the updated design.

To delete a template:

1. Open the template and click Delete at the top of the editor.
2. Confirm the deletion in the dialog that appears.