Add-ons

Design email templates

Write a reusable email your flows can send — formatting, personalization, buttons, images, and a safe test send.

Updated Jul 7, 2026

Start a template

A template is a reusable email — write it once, send it from as many flows as you like. Open Add-ons → Email → Templates and create one from scratch, or begin from a starter: a Welcome sequence starter, Nurture touchpoint, Reminder, Receipt or confirmation, or a plain-text style. Starters give you real content and a sensible layout to remix instead of a blank page.

1Give the template a name and pick a category (Welcome, Nurture, Reminder, Transactional, or Plain text).
2Write the Subject line — and, optionally, the preheader, the preview line inboxes show next to the subject.
3Compose the body in the visual editor, then Save.

Write the body

The visual editor handles the writing without any HTML: bold, italic, and underline, headings, and bulleted or numbered lists. If you’d rather work in source, HTML and plain-text modes are a click away.

To make each email feel written for one person, insert personalization tokens from the variables menu — their name or username, any field you’ve saved on the contact, answers they gave a form, and more. Whatever the contact’s record holds drops in at send time.

Buttons, links, and images

Three tools turn a plain note into a proper email:

Buttons — insert a call-to-action button with a label, a destination link, and a color. A button always needs a real link, so a dead button never ships.
Links — select any text and attach a link to it.
Images — insert from your Asset library (PNG or JPEG), and add alt text for inboxes that block images. Ravela serves inserted images from a durable address, so they keep loading even in mail you sent months ago. Ready-made blocks — a hero section, two columns, a divider, a signature — are one click away when you want structure.

Preview and test

Preview renders the email exactly as it will arrive — same footer, same formatting as a real send. When it looks right, select Send test to deliver the draft to your own inbox and see it in a real email client.

A test send is completely safe: it doesn’t touch your send allowance, your analytics, or any real contact, and its footer is marked as a test rather than carrying live unsubscribe links. Send yourself as many as you need before a flow ever goes out. Every save also keeps a version history, so you can restore an earlier draft into the editor and review it before committing.

Set up email sending Send email from your flows