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An email template is a reusable design: content, a default subject, and variables. Each send from a template is recorded separately. Editing a template does not change mail that was already sent. Templates belong to one event. They are listed under Email templates in Marketing.

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Create and design a template

1

Create it

Choose Create template. Enter a name and a default subject. The subject is the starting point for a send. It can be edited per send. Variables work in the subject too.
2

Design the content

Open the template page and build the email in the editor — layout, text, images. Insert variables from the merge-tag menu where a value should be filled in per recipient.
3

Save, then test

Save, then use Send test to deliver the template to one address. The test uses sample values for built-in variables and the real values for custom variables. Unsaved changes are not included.
A template with no saved content cannot be sent. The list marks it No content yet until the editor has been saved once.

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Variables

Two kinds of variables can appear in content and subject:
  • Built-in variables resolve per recipient at send time: attendee name, attendee email, event name, event start time, ticket type, exhibitor name, booth number, order number, order total, entry pass link, and order page link. Exhibitor name and booth number fill in for exhibitor staff and stay empty otherwise; the order variables stay empty when the recipient has no order. The entry pass link is the recipient’s own hosted entry pass — the same link the platform’s ticket email carries.
  • Custom variables belong to the template — a venue address, a support email. Each has one value that every recipient sees, and an optional description used as the label in the editor menu. A send can change these values without editing the template. See Sending email.
Custom variable keys use lowercase letters, digits, and underscores, start with a letter, must be unique, and cannot reuse a built-in variable name.

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Duplicate a template

Duplicate creates a copy under a new name with the same subject, design, and variables. Send history stays with the original. Duplicating an archived template is allowed. That is how a shelved design is reused without restoring the original.

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Archive and restore

Templates are archived, never deleted. Past sends keep a reference to the template that produced them. An archived template cannot start a new send. Restore brings it back. To reuse only the design, duplicate it instead.

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Rules

  • Templates are per event. Duplicate within an event to branch a design.
  • Editing a template never changes past sends. Each send stores a snapshot of subject and content at send time.
  • The subject accepts variables — built-in and custom.
  • A test send is a proof, not a record. It goes to one address and does not appear in send history.
  • No content, no send. Save editor content before sending or testing.
  • Archived templates cannot be sent. Automations that cite one cannot activate. See Automations.

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Next

Sending email

Recipients, variable values, preview, and delivery.

Automations

Send a template when something happens in the event.