# Templates

A template is a whole email to start from: its blocks, its design and its footer. Starting an
email from a template copies it, so the email and the template are separate from then on.
Changing a template later changes none of the emails started from it.

Templates live under **Emails → Templates**.

![The templates list, with built-in and custom templates, their category and how many campaigns used each](/images/placeholder.svg)

## Built-in and custom

The pills at the top filter the list:

- **Built-in** — the starters that come with Marker CRM: **Welcome**, **Newsletter**,
  **Announcement**, **Special offer** and **Plain letter**. They cannot be edited or deleted.
  To change one, **Duplicate** it and edit the copy.
- **Custom** — templates you made or saved.

The list shows each template's **Name** and category, its **Type**, how many campaigns **Used**
it, and when it was **Last modified**. Your own templates are listed before the built-in ones.

## Make a template

There are three ways:

- **From scratch:** click **New template**, give it a name in the header (**Untitled
  template**), choose or type a **Category**, write it in the block editor and click
  **Save template**.
- **From an email you are writing:** in the block editor, choose **Save as template** from the
  **⋮** menu. Give it a **Name** and a **Category**, and click **Save template**. The template
  keeps the email's blocks, design and footer.
- **From another template:** choose **Duplicate** from its row menu. The copy is named
  "(copy)" and opens for editing.

Templates are written with blocks. **Save as template** is offered only in the block editor,
and only once the email has something in it.

### Categories

A category is a label you type, such as "Newsletters" or "Onboarding". Typing a new one
creates it; there is nothing to set up first. A template without one is listed as
**Uncategorized**. Categories help you find templates in the list's search, which looks at
names and categories.

## Use a template

**In a new campaign:** choose **Use in a campaign** from the template's row menu. A new
campaign opens with the template's email in it.

**In any email you are writing:** in the block editor, click the **Templates** icon beside the
editor name. Search or filter by **All**, **Built-in** or **Custom**, pick one and click
**Use this template**.

![The Start from a template dialog, showing a preview of each template](/images/placeholder.svg)

:::caution
Using a template replaces what is already written in the email. The subject, audience and
schedule stay as they are.
:::

To look at a template without using it, choose **Preview** from its row menu, or click a
built-in template's row.

## Edit a template

Click a custom template's name, or choose **Edit**. Make your changes and click
**Save template**. **Preview** shows it as it would be sent.

## Delete a template

Choose **Delete** from the row menu, or tick several and use the bar that appears. Emails
already started from a template keep what they were given. Deleting cannot be undone.