Create a New Email Template

To create a new email template, you'll navigate to Campaigns from the Levitate dashboard

Once you've navigated to Campaigns, you'll choose Create Email Campaign— the blue button in the upper right

A completely blank template will open, you'll add a subject and draft a message yourself or with the help of our AI assistant

When you're all set, choose Save as— from there, you'll be prompted to name your template, choose if you'd like to share it with other Levitate users on your account, and Save

To see this saved template, along with any other templates you've saved or your co-workers have shared, choose My Templates— you can search by keyword or sort by template creation date or name

Organizing Templates with Keywords

Keywords help you organize and find your templates quickly. On any saved template card, click the Add Keyword button to open a searchable combobox. Start typing to filter through your existing keywords, or type a brand-new keyword name to create it on the fly — just press Enter or select it from the list to add it.

If you use folders to organize your keywords, you can assign a folder-style keyword by typing using the format folder: Name (for example, folder: Seasonal). Folder keywords display with a folder icon and the folder name on the template card rather than showing the raw text you typed.

Once added, each keyword appears as a pill chip on the template card. To remove a keyword, click the x on its chip.

Additional Information

Tip: If you include this text with brackets: {{first name}}

Levitate will automatically insert the first name of every person the email is sent to

There's also a list of other Merge Fields you can add to campaigns listed here.

Note: If you would like to make sure all the employee users in your account can view and select the template, make sure to select the checkbox in the bottom right for "Shared".