Create email and SMS templates

Build reusable GrowthLoop email and SMS templates in Content Studio, including templates ready for personalization and AI variants.

Create reusable email and SMS templates in Content Studio, then use them from journeys with GrowthLoop Channels or composable destinations.

Prerequisites

  • Access to Content Studio in your GrowthLoop organization
  • For personalization, the customer fields you want to reference, such as first_name
  • For AI variant generation, the parts of the template you want AI Studio to rewrite

Create an email template

  1. Navigate to Content Studio in the left sidebar.
  2. Open the Templates tab.
  3. Click New template, then select Email template.

[Screenshot: New template menu with Email template selected]

  1. Choose how you want to start:
    • Start from a template - Choose a reusable email design from the template browser. Use search, category filters, and pagination to find the right starting point.
    • Start blank - Open a blank visual canvas with required footer and special links already included.
    • Draft with AI Studio - Open the visual canvas with AI Studio ready to draft from a brief.
    • Advanced HTML - Write or paste complete email HTML with a live rendered preview.
  2. Enter a clear Template name.
  3. Add or update the email content.
  4. Add personalization and customization fields where needed. See Use personalization and customization fields.
  5. Click Preview to review the template.
  6. Click Save.

[Screenshot: GrowthLoop email editor with template name, personalization panel, and preview controls]

Use the visual email editor

Use the visual editor when you want to build with reusable blocks and layout controls. Add text, images, buttons, and layout sections, then use Personalization to insert merge tags.

When you start from a template, GrowthLoop opens the selected design in the visual editor. When you start blank or draft with AI Studio, GrowthLoop opens a blank canvas you can edit.

Use Advanced HTML

Use Advanced HTML when your team already has finished HTML or wants direct code control.

  1. Select Advanced HTML from the email start screen.
  2. Paste or write your email HTML in the Editor tab.
  3. Open Settings to enter the Subject and Preheader.
  4. Use Live preview to review the rendered email.
  5. Switch the preview Theme between system, light, and dark as needed.
  6. Click Save.
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Tip

Keep required footer and compliance links intact when editing HTML.

Create an SMS template

  1. Navigate to Content Studio in the left sidebar.
  2. Open the Templates tab.
  3. Click New template, then select SMS template.
  4. Enter a clear Template name.
  5. Write your message in the Message field.
  6. Add personalization fields such as {{first_name}} where needed.
  7. Review the character count and SMS segment estimate as you type.
  8. Click Save.

[Screenshot: SMS editor with message body, character count, and preview]

Edit SMS copy with AI

Use AI edits when you want to refine an SMS draft without leaving the editor.

  1. Open AI Edit in the SMS editor.
  2. Describe the change you want, such as shorter copy, a clearer offer, or a different tone.
  3. Review the Proposed message.
  4. Click Accept to apply the suggestion, or click Reject to keep your current message.
  5. Click Save.

Preview templates

Use Preview from the template row actions to render a template before you use it in a journey. For email templates, choose desktop, tablet, or mobile preview, and switch between light and dark modes when those controls are available.

Preview data is temporary. It helps you confirm the rendered template without changing customer data or the source template.

Manage templates

From the Templates tab, open a template's actions menu to manage it:

  • Edit - Open supported GrowthLoop or editable copied content
  • Preview - Render the template with temporary test data and switch between linked variants when available
  • Create variant - Generate AI variants from customization fields
  • Make editable - Create an editable GrowthLoop copy of supported external content
  • Archive or Unarchive - Move templates in or out of the active templates list
  • Delete - Permanently delete templates when deletion is available
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Note

Make editable creates a new editable copy. The original external template does not change.

For a full walkthrough of lifecycle statuses, editable copies, archives, deletes, and variant sets, see Manage templates and variants.


Congrats on creating your templates!

Next, add personalization and customization fields, or configure GrowthLoop Channels so you can send through GrowthLoop Email or SMS.


What’s Next

Add personalization and customization fields

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