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Start a new template

Every new template begins on the same start screen: Pick how you want to start. You reach it by clicking New template in the templates workspace, or by creating a template from the dashboard.

The three ways to start​

The start screen offers three cards:

  • Use a saved brand: pick a brand profile you have already created. This skips extraction and jumps straight to the template picker, already styled with that brand. The flow is pick brand, pick template, generate.
  • Convert a webpage (recommended): paste any URL and AI extracts colors, fonts, logo and copy, then generates a ready-to-send template. You can optionally save the result as a brand.
  • Build from scratch: no URL and no brand needed. Upload your logo and images, add context, and compose the template by hand with AI assistance.

The rest of this page covers the saved-brand flow. The other two are covered in Convert a webpage or build from scratch.

tip

If you started from the templates workspace with a brand already selected, the first card reads Pick a predefined template instead and takes you directly to that brand's template picker, skipping the brand step entirely.

Step 1: choose a brand​

Click Use a saved brand, then pick one of your brands on the Choose a brand page. Selecting a brand loads its colors, logo, fonts, footer, social links and AI context into the builder, and adds the brand's extracted images to your media gallery.

Need a brand that does not exist yet? Click New brand, enter your Website URL (and optionally a Brand Name, which defaults to the website domain), then click Extract & Save Brand.

Step 2: pick a template​

The Pick a template page shows layout templates you can filter by category, such as Newsletter, Welcome Email, Promotional, Transactional or Cold Email.

  • Hover or select a layout to see it in the Live preview panel, rendered with demo content in your brand's colors.
  • Use the device toggle to preview the layout on desktop or mobile.
  • The preview footer shows the layout's category and how many sections it contains.

When you have made your choice, click Next step.

Step 3: pick a topic​

On the Pick a topic page you tell the AI what the email is about:

  1. Browse the topic grid, filtered by the same categories. Each topic card has a short description.
  2. Click a topic to select it.

You can also feed the AI your own material through the Prompting button, which opens a composer with three kinds of input:

  • Instruct: a short instruction or tone note, for example "Casual tone, focus on the new dashboard".
  • Adapt: source material such as a draft, press release or blog post. The AI rewrites it to fit the email.
  • Keep: exact text the AI must not change, such as a headline or call to action.

Use Load inside the composer to reuse prompts you have saved earlier. If your brand profile has AI context, it is shown on this page as "Brand voice" and is used automatically.

Step 4: generate​

Click Generate Template. The button activates once you have picked a topic or added at least one prompting item. The AI writes the copy, fills the layout with your brand styling, and opens the finished draft in the builder, where you can edit every part of it.