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

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".