Template Editor

Learn how to create powerful, personalized email templates using DraftMerge's template editor.

Creating a New Template

  1. Navigate to the "Template" step in DraftMerge
  2. Click "New Template"
  3. Enter a name for your template (e.g., "Cold Outreach Q1")
  4. Write your email subject line
  5. Write your email body in the editor
  6. Click "Save" to store your template

Merge Fields (Tokens)

Merge fields allow you to personalize each email with data from your contact list. Use the syntax {{column_name}} to insert dynamic content.

How It Works

If your Google Sheet has columns named first_name, company, and role, you can use:

Example

Subject: Partnership opportunity with {{company}}

Body:

Hi {{first_name}},

I saw that {{company}} is hiring for {{role}} positions. I'd love to discuss how we can help...

Special Merge Fields

DraftMerge provides some built-in merge fields:

Template Variables

You can use conditional logic and formatting in your templates:

Default Values

If a merge field might be empty, provide a default value:

{{first_name | default: "there"}}

Renders as "Hi there," if first_name is empty.

Preview Your Template

Always preview your template before sending:

  1. Click the "Preview" button
  2. Select a sample row from your contact list
  3. Review how the merged email looks
  4. Check that all fields are populated correctly

Saving and Reusing Templates

Templates are saved locally in your browser. You can:

Best Practices

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