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.
