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

On the Email tab, the create buttons sit together in the upper right of the Campaigns page. Create Email Campaign is the main button. Next to it, a small arrow (chevron) opens a More ways to create menu with the other ways to start, such as Create Social Media Post. If your account has no other way to create, you see the main button on its own, with no arrow.

• Create AI Email Campaign: For accounts that have it, this appears as its own button with a sparkle icon next to the main button, not in the menu.
• Export Templates: For accounts that have it, this is a separate button on the toolbar that exports a CSV list of all your templates.
• Social Media tab: The main button is Create Social Media Post, and the email option is in the arrow menu. The same layout appears in Reporting > Social Media Report.

Note: If social media isn't available for your account or your user, the main button on the Email tab reads Create New Campaign instead of Create Email Campaign. It works the same way for starting a new email.

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 template you can edit in My Templates, 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.

You can also add a template to a folder with the Add to Folder button (folder icon) next to Add Keyword on the template card. It opens a combobox with the placeholder "Search or name a folder" that lists your existing folders by name. To create a new folder, type a name and choose Add Folder: Name. Folder names are not case-sensitive, so a name that matches an existing folder is not offered as a new one. Folders the template is already in are hidden from the list and marked "Already in the "Name" folder".

On the Email, HTML Newsletters, and Social My Templates pages, an Add Folder button sits beside the folder tabs, even when you have no folders yet. Click it to see how to create one: find one of your templates, click Add to Folder on its card, and name the folder. The folder then appears as a tab.

Note: Email templates and HTML newsletter templates share the same folders. The Add to Folder button does not appear on Library (system and industry) templates, which are read-only. If your user is limited, you only see it on templates you created.

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

Using an Existing Template

When composing an email or setting up follow-up content, you can choose to use an existing template from the template picker. The picker opens with two tabs — My Templates and Library — and those tabs stay active while you search, so your filter is never cleared mid-browse.

On the My Templates tab, each card shows a preview of the email content, making it easier to recognize the right template at a glance. Scroll down to load more — there is no cap on the number of results displayed.

On the Library tab, industry and category dropdowns let you narrow the pre-built content to what fits your audience. While you search, the category dropdown is hidden and the search covers all categories for the industry. Those dropdowns do not appear on the My Templates tab.

If your search returns no matches on either tab, a "no results" message appears so you know the search ran rather than just seeing an empty list.

Opening the Template Picker

The Use Existing Template button (document-search icon) sits at the top of the email composer, next to the Write with AI button.

Click Use Existing Template to open the Use Existing Email Template dialog. It offers My Templates and Choose From Template Library. For follow-up emails, the dialog has a Select template: dropdown.

The button is hidden when the email can't be edited. The Write with AI button appears only on accounts that have AI content generation enabled.

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 users in your account can view and select the template, check Share template with co-workers when you save it.

FAQs

Q: Why can't I send — it says there's a required customization notice?

A: Templates that include a required-customization notice now block sending or posting until you remove the notice. When you try to send, a prompt explains what to update, so the reminder stays as instructions rather than going out as part of your message.