Overview

When creating a board using Campaign Agent, Folloze automatically generates a ready-to-use email template based on your campaign's context — saving you the time of writing outreach from scratch.

When you launch Campaign Agent and generate a board, an email template is automatically created alongside it. You'll find it under:

Board → Templates → Email Templates

 

The generated template includes:

• A subject line tailored to your campaign's context
• A full email body with personalized messaging based on the campaign information Campaign Agent gathered

 

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Including or Excluding the Email Upon board Generation

By default, the "Include Email" option is enabled when generating a board. If you don't need an email template for a specific campaign, simply uncheck the "Include Email" toggle before proceeding - this applies to all three board creation paths: Let AI Decide, Choose a Template, and Choose a Board.

 

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Generating an Email on Demand

You can also generate an email at any time. Simply click the "Generate Email Template" button inside Email Templates, describe your vision in the free-text field, and Folloze will generate a new email based on your instructions.

 

If the board was created using Campaign Agent, the campaign context will automatically be taken into consideration alongside your manual instructions.

 

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Refining the Email with AI

 

Once inside the email template editor, you can improve any part of the email body using the AI Rephrase menu (✦ icon). Select text and choose from the following options:

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Using the Email Outside Folloze

The generated template is ready for activation directly within Folloze Email Campaigns. If you copy the email to an external platform (e.g., HubSpot, Marketo, Salesforce), keep in mind:

You will need to replace the Folloze merge tags and the board link with the corresponding tokens from your target platform, and copy the Board campaign link from the Get Link pop-up.