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Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Activity Dashboard Usage & Limits Usage History

Workflow Automation Overview Bahá'í Feast Announcement Workflow

What Is a Unit? Adding Your Units Assigning Contacts to Units The Primary Contact Star

How an Election Works Election Basics Who Receives the Ballot Email Quorum Settings Positions and Candidates Who Receives a Ballot Launching and Sending Ballots Reusing an Election

Reading the Results When Quorum Is Not Met Announcing Results to Members Exporting and Record Keeping
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Using Templates

Templates let you reuse a message's design and content so you don't have to rebuild it from scratch every time. There are two kinds:

  • Starter templates — built-in templates available to every account.
  • My templates — templates you or a teammate on your account have saved. These are shared across your whole account, so any teammate can use or edit them.

Applying a template

While composing a message, click the Insert template icon in the toolbar. Browse All Templates, Starter Templates, or My Templates, click a template to select it, then click Use Template.

If your editor already has content, you'll be asked to confirm — applying a template replaces what's currently in the editor.

Saving your own template

You save a template from a message you're composing — there's no separate "create template" screen.

  1. Write your message content the way you want it saved.
  2. Click the Save as Template icon in the toolbar (next to Insert Template).
  3. Give it a name (required), and optionally a description and category.
  4. Click Save Template.
You can also save a template from inside the "My Templates" tab of the template picker, using the same button — the toolbar shortcut just saves you a step.

Your message content is saved as it appears at that moment — later edits to the message itself don't change the saved template.

Once a template is saved, you can rename it or update its description/category, but not its content. See Updating a template's content below.

Editing a template

Open My Templates, click the ⋮ menu on a template card, and choose Edit. This updates the name, description, and category only — it does not change the template's saved content.

Updating a template's content

Because content can't be edited in place, use this workaround:

  1. Apply the template to a new or blank message.
  2. Make your content changes.
  3. Save it as a template again with the same name.
  4. Delete the old version from My Templates to avoid ending up with two similar templates.

Cloning a template

Use Clone (via the ⋮ menu on a template card) to duplicate an existing template as a starting point for a new one — useful when you want a variant without altering the original. The clone is named [Clone] <original name> and can be renamed via Edit.

Deleting a template

Open My Templates, click the ⋮ menu on the template, choose Delete, and confirm. This only removes the template — any messages you already sent or drafted using it are unaffected.

Starter templates can't be deleted or edited.
Last updated: August 12, 2026