> ## Documentation Index
> Fetch the complete documentation index at: https://docs.advocora.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Email templates

> Build reusable email designs with the drag-and-drop editor—for newsletters and for automatic transactional emails like receipts.

**Templates** are reusable email designs. Build one once with the drag-and-drop editor and use it across many campaigns—or wire it up to send automatically.

## Create a template

<Steps>
  <Step title="Choose New Template">
    Give it a **name** and optional description.
  </Step>

  <Step title="Pick a type">
    * **Newsletter** — marketing emails, updates, announcements.
    * **Transactional** — automatic emails like receipts and confirmations.
  </Step>

  <Step title="Pick a purpose (transactional only)">
    Choose what triggers it (see below).
  </Step>

  <Step title="Continue to Builder">
    Design the email, then save.
  </Step>
</Steps>

## Transactional purposes

Transactional templates send themselves when something happens:

<AccordionGroup>
  <Accordion title="Gift Receipt" icon="receipt">
    Sent when a donor's gift is receipted. Tied to a specific **gift account**—you can have a different receipt per account.
  </Accordion>

  <Accordion title="Subscription Response" icon="envelope-open-text">
    Sent after someone submits a newsletter [subscribe form](/forms/subscribe-forms).
  </Accordion>

  <Accordion title="Membership Receipt" icon="id-card">
    Sent on membership signup and on each successful renewal charge.
  </Accordion>

  <Accordion title="Membership Renewal Reminder" icon="bell">
    Sent a set number of days before a membership term ends.
  </Accordion>
</AccordionGroup>

## Managing templates

Templates appear as cards showing a preview, status badge, and category. From each card you can **Edit**, **Duplicate**, **Archive**, or **Delete**. Filter by category or tick **Show archived** to see hidden ones.

<Note>
  Templates start as **Draft** and become **Published** once saved from the builder. Published templates are the ones you can pick in the campaign wizard.
</Note>

<Tip>
  Duplicate a template to make seasonal variations without rebuilding from scratch.
</Tip>