Email templates and snippets
Templates are reusable designs for bulk emails from Communications. Snippets are reusable message text for one-to-one emails from a contact profile.
Quick comparison
Use a template when you are building a bulk email or newsletter. Use a snippet when you are emailing one contact.
Bulk email template | Snippet | |
|---|---|---|
Purpose | Reusable full email layout for bulk messages and newsletters | Reusable message text for one contact |
Where you create and use it | Communications → New email | Contacts → open a contact → New email |
Who receives it | Many contacts (lists, segments, or selected recipients) | One contact |
Editor | Full email builder with layout blocks (heading, text, image, button, and more) | Side-panel composer with subject line and message body |
How you save it | Save as template | Snippets → Save as snippet |
How you reuse it | Start a new bulk email and choose the template under My templates | Open New email on a contact and pick the snippet from Snippets → Your snippets |
Bulk email templates
A template stores a full email design you can reuse whenever you send bulk messages from Communications.
From Communications, click New email. You can start from a template, start from scratch, or build with AI. In the email builder, add and arrange content blocks, then click Save as template, name the template, and confirm with Create.
Saved templates appear under My templates the next time you create a bulk email. Zeffy also provides built-in designs under Zeffy templates.
For full design steps, see Designing emails with Zeffy’s email builder and templates. For choosing recipients and sending bulk messages, see Sending emails and newsletters through Zeffy.
Snippets
A snippet stores message text you can reuse when emailing one contact from their profile.
Go to Contacts, open the contact, and click New email. The side panel opens for one recipient. Write the subject and body, open the Snippets menu, choose Save as snippet, name the snippet, and click Save.
The next time you email a contact, open Snippets, choose the snippet under Your snippets, and the saved text fills the message body. Edit it if needed, then click Send now.
One-to-one emails from a contact profile are not listed with bulk emails in Communications. Review delivery on the contact profile instead. For more on contact profiles, see Managing and editing contacts.
Which one should you use?
Choose based on who you are emailing and where you start the message.
Use a template for newsletters, fundraising appeals, event updates, or any message you send to many contacts from Communications.
Use a snippet for personal follow-ups, individual thank-yous, or other one-off messages from a contact’s New email panel.
Templates and snippets are not interchangeable. A design saved as a template is not available in the contact-page composer, and a snippet is not available as a bulk email template.