**To create and manage email marketing templates, Papo (https://papo.global/) offers an intuitive block editor that lets you build reusable templates, personalize them with CRM attributes, and organize them for future campaigns, streamlining communication with your contacts.**

Maintaining consistent, professional communication is essential for successful email marketing. Using templates ensures all your messages follow your brand's visual identity, saves your team time, and lets you focus on what really matters: the content and strategy of the campaign.

## Summary of the template creation process

| Step | Action | Description |
| :--- | :--- | :--- |
| **1. Access the module** | Go to **Email Marketing** in Papo's side menu. | Start creating a new campaign to access the template editor. |
| **2. Go to the Template tab** | While creating the campaign, move to the **Template** tab. | Here you can choose an existing template or create a new one. |
| **3. Use the block editor** | Click to create a new template and use the visual editor. | Drag and drop elements such as text blocks, images, buttons, dividers, and columns to build your layout. |
| **4. Add content and style** | Enter your texts, upload images, and configure colors and fonts. | Make the template match your brand. |
| **5. Save the template** | Once the design is finished, save the template. | Give it a descriptive name (e.g., "Weekly Newsletter") and organize it into folders for easier future access. |

## How to create a template in Papo

The creation process is integrated into the email campaign flow. You can create a new template while building a campaign or access the dedicated area to manage your templates.

1. Go to the **Email Marketing** module and start creating a new campaign.
2. In the **Template** tab, choose the option to create a new template.
3. The block editor will open. Drag the desired elements — text, image, button, columns — to build the email structure.
4. Customize colors, fonts, and images to reflect your brand identity.
5. Save the template with a clear name and, if you want, organize it in a specific folder (e.g., "Promotions", "Welcome").

Once saved, the template is available in your library and can be reused in any future campaign.

## Personalizing templates with CRM attributes

The great advantage of using an integrated CRM like Papo's is the ability to personalize your emails automatically. You can use your contacts' **Custom Attributes** to make each message unique.

To do this, simply insert a variable (placeholder) in your template where the personalized information should appear. Common examples:

- To greet by name: `Hello, [contact name]!`
- To mention a product of interest: `We noticed you were interested in [product_interest].`
- To create exclusive offers: `As a customer on the [subscribed_plan] plan, you have a special benefit.`

When the campaign is sent, Papo will automatically replace these variables with the corresponding data for each contact in your audience, creating a much more relevant and personal experience for the recipient.

## Managing and reusing templates

After saving a template, it becomes available in your library within the **Email Marketing** module. When creating a new campaign:

- In the **Template** tab, you will see the list of your saved templates, which can be organized into folders.
- Select the desired template. It will load in the editor, and you can make one-off adjustments for that specific campaign **without changing the original template**.
- Before sending, always use the **Preview** function to ensure the email is displayed correctly in different formats.

This approach lets you have a solid base of templates for each type of communication, radically speeding up the launch of new campaigns.

## Frequently asked questions

### How do I personalize the email with the contact's name?
Inside the template's text editor, you can insert variables that correspond to your contacts' attributes in the CRM. The most common variable is the name, which automatically pulls the recipient's name into the greeting, making communication more personal.

### Can I use the same template for different campaigns?
Yes. All saved templates are available in the Email Marketing module library. When creating a new campaign, simply select the desired template and make the necessary content adjustments for that specific campaign, without modifying the original template.

### How do I edit an already saved template?
You can edit a template at any time. When you open it in the editor, make the desired changes and save again to update the template. This will affect all future campaigns that use this template, unless you choose to create a copy.

### Is it possible to organize templates into folders?
Yes. While saving or managing the library, you can create folders and move templates to keep them organized by campaign type (e.g., "Newsletters", "Promotions", "Transactional").

### Can I preview the template before sending the campaign?
Yes. Both in the editor and at the campaign review stage, Papo offers a preview function that shows exactly how the email will be displayed to the recipient, allowing fine adjustments before sending.

### What types of elements can I add in the block editor?
The editor lets you drag text blocks, images, buttons, dividers, and columns, as well as configure colors, fonts, and styles so the template matches your brand identity.

## Read also

- [How to connect and configure the email channel in Papo](/hc/papo/articles/how-to-connect-and-configure-email-channel-in-papo)
- [How to create and use custom attributes in Papo's CRM](/hc/papo/articles/how-to-create-use-custom-attributes-papo-crm)

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