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Content Library Module

Create and manage reusable outreach templates across all communication channels.

Written by Terence Cassidy
Updated over a month ago

Overview

The Content Library is a centralized repository for managing reusable templates across all communication channels (Email, LinkedIn Connection Message, Phone Scrip, SMS).

Templates created here are referenced in your sequence builders and automatically populate contact data using merge tags.

You can author templates in two modes:

  • Visual Builder (for rich formatting with drag-and-drop) - just Email or

  • Plaintext (for simple, quick templates) - for Email and other types.


Feature

Content List

Content display in table or card view with the following information:

Field

Description

Content Template Name

Content Template Name

Owner

Content Template Creator

Modified

Last modified time approximate

Actions

View, Edit, Duplicate, Delete

Content Create

Click Create Content button which opens the Content Create Modal.


Content Types

Visual Builder

The Visual Builder is a drag-and-drop email template designer that lets you create professional, richly formatted emails without coding.

Using the Unlayer Editor, you can build responsive emails with text, images, buttons, and more - all with merge tag support for personalization.

📌 Note: Updates apply only to future messages and tasks.

Functionality includes:

  • Responsive Design:

    • Automatically adjusts emails/pages for desktop and mobile.

    • Allows device specific styling (e.g., hide/show on mobile, change spacing, font sizes).

  • Content Elements:

    • Includes text, images, buttons, dividers, spacers, icons, menus, social links, videos, countdown timers, HTML blocks, and more.

    • Columns system for flexible multi column layouts.

    • Full customization for padding, alignment, colors, borders, backgrounds, and animations.

  • Blocks (Reusable Components):

    • Lets you group multiple elements into reusable blocks (e.g., headers, footers, product cards, CTAs).

    • Enables saving, reusing, and sharing blocks across templates or projects.

    • Supports organization into categories for teams.

  • Body and Global Settings:

    • Controls global styles such as content width, typography, background colors, link colors, and theme settings.

    • Ensures brand consistency by applying styling across the whole email or page.

    • Allows setting default padding, fonts, and global layout rules.


Plaintext Editor for Email

The Plain Text Editor is a customizable rich‑text editor that lets you create clean, structured content, using familiar formatting tools like bold text, headings, and alignment:

  • Core text: Basic styling like bold/italic, headings, alignment, and Markdown‑style autoformatting.

  • Source editing: Direct HTML/source editing with syntax highlighting and advanced HTML control.

  • Blocks: Block formatting (headings, quotes, horizontal lines) and “show blocks” visualization.

  • Editor types: Minimal or rich UI options (Classic, Inline, Balloon, etc.).

📌 Note: Updates apply only to future messages and tasks.


Content Editor

A pure text editor for channels that only accept plain text - LinkedIn Connection Message, Phone Scrip, SMS.

📌 Note: Updates apply only to future messages and tasks.


Merge Tags

Category

Merge Tag

Description

Data Source

Example Value

Contact

{{firstName}}

Lead's first name

Leads in a campaign

John

Contact

{{lastName}}

Lead's last name

Leads in a campaign

Smith

Contact

{{fullName}}

Lead's full name (first + last)

Leads in a campaign

John Smith

Contact

{{email}}

Lead's primary email address

Leads in a campaign

Contact

{{phone}}

Lead's primary phone number

Leads in a campaign

+1-555-123

Contact

{{jobTitle}}

Lead's current job title

Leads in a campaign

Senior Software Engineer

Contact

{{currentEmployer}}

Lead's current employer/company

Leads in a campaign

Acme Corporation

Contact

{{company}}

Lead's current company

Leads in a campaign

Acme Corporation

Contact

{{location}}

Lead's location

Leads in a campaign

San Francisco, CA

Contact

{{city}}

Lead's city

Leads in a campaign

San Francisco

Contact

{{country}}

Lead's country

Leads in a campaign

United States

User

{{userFirstName}}

Your (sender's) first name

Settings/User Profile

Sarah

User

{{usertLastName}}

Your (sender's) last name

Settings/User Profile

Johnson

User

{{usertFullName}}

Your (sender's) full name

Settings/User Profile

Sarah Johnson

User

{{userEmail}}

Your (sender's) email address

Settings/User Profile

User

{{userPhone}}

Your (sender's) phone number

Settings/User Profile

+1-555-9876

User

{{companyName}}

Your company/firm name

Settings/Company Info

The Access Group

Dynamic

{{currentDate}}

Current date in YYYY-MM-DD format

System

2024-12-16

Dynamic

{{currentTime}}

Current time in HH:MM:SS format

System

14:30:00

Dynamic

{{dayOfWeek}}

Current day of the week

System

Monday

📌 Note: Available merge tags depend on the campaign data source.


💡 Best Practices

  • Keep templates generic to maximize reuse across campaigns.

  • Preview content regularly to validate merge tags.

  • Use clear naming conventions for templates.


🤔 FAQs

Q1: Can I edit content used in active sequences?

Answer: Yes, updates apply to future sends and tasks only.

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