Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Sites → Templates → Use Template

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Choose the smallest template that matches the required outcome.

  2. 02

    Duplicate it before making campaign-specific changes.

  3. 03

    Replace business details, links, senders, calendars, products and legal text.

  4. 04

    Review every automation trigger and recipient.

  5. 05

    Run a full test and rename the finished asset using your team’s naming standard.

TalkTuit tips

Small details that make this work better

  • A template is a starting point, not a finished launch.
  • Remove unused steps and placeholder content.
  • Keep one protected master copy.
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