---
title: "Create and manage templates"
slug: "creating-and-managing-templates"
updated: 2026-06-15T14:40:14Z
published: 2026-06-15T14:40:14Z
canonical: "help.gong.io/creating-and-managing-templates"
stale: true
---

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

# Create and manage templates

> **Who can use this**: Business admin
> 
> **Available on**: Gong Engage

Email templates are pre-made emails that can be used as a starting point for personal emails, emails in flows, and one-off emails. They can include [field placeholders](/v1/docs/using-field-placeholders) that are automatically populated when used, saving you time. They can also contain attachments.

Templates are available to everyone, but whether you can create, edit, or manage them depends on your company's [permission settings](/v1/docs/available-permission-settings).

## **Create a template**

1. From the left sidebar, click **Assets**, and select **Content templates**.
2. **Click** ![A plus sign icon representing an addition or increase function in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/plusicon.png) to create a new template.
3. **Click** ![A purple key icon representing a digital or physical key concept.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/penIcon.png) at the top to give your template a descriptive name.
4. Add a subject line for your template.
5. **Write your template** using the text editor. You can apply rich text formatting, [add field placeholders](/v1/docs/using-field-placeholders) and emojis, and more.
6. **Save** the template.

## **Edit a template**

1. From the left sidebar, click **Assets**, and select **Content templates**. Select a template.
2. **Edit the template** using the text editor.
3. **Save** the template.

## **Add attachments to a template**

1. From the left sidebar, click **Assets**, and select **Content templates**. Select a template.
2. Click ![Highlighted elements illustrate key features and data points in the presented analysis.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/paperclip icon.png). The total size of a template, including attachments, can be up to 20 MB.

## **Delete a template**

1. From the left sidebar, click **Assets**, and select **Content templates**.
2. **Hover over the template** you want to delete. Click ![Three vertical dots indicating a menu or options in a user interface.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/3dotspurple.png) and select **Delete**. Deleting a template is permanent.

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s AI-driven sales engagement solution that helps sales teams prioritize, personalize, and automate outreach activities to accelerate their pipelines. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).