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A template is a blank sheet you copy and fill in. Everything on this page is one of those. The briefs and process pages at the bottom hold the reasoning behind what goes in them.

Copy templates

One filled template is one send. It holds the field structure and character guidance; the words come from the copy brief. One template covers both a broadcast and a step in an automated sequence, because the fields are the same either way. What changes is the trigger, which the email campaign brief records.

Templates that apply on every platform

Not templates

These get filled in too. They hold the decisions and the checks, and the templates above hold the finished artifact:
  • Email The channel home.
  • Copy brief The workbook the copy template is filled from.
  • UTM standards Tagging links so sends appear in reporting.
  • Copy drive Where filled copy templates are filed.
Last modified on August 14, 2026