Create and Edit Email Templates
Learn how to create and Edit Email Templates in Topo, including template categories.
When to use this
Use this article when you need to create and Edit Email Templates in Topo. The main staff surface is Staff > Admin > Email Templates. It is written for Owners, Managers, Marketing.
What this covers
Template categories
Editing
Preview/test
Variables
Which automated emails use templates
Verify final override behavior before publication
Before you start
Use a staff role that can manage email templates.
Select the correct location when templates are location-specific.
Know which automated message the template controls before editing copy.
Prepare the exact policy, schedule, or operational wording you want members to see.
Preview the template with sample data before saving the override.
Steps
Open Email Templates and choose the location if prompted.
Find the template category and template you want to override.
Edit subject, preheader, and body.
Preview with sample member and gym data.
Save the override or reset to default when the custom version is no longer needed.
Review related automated emails after changing policy language.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.
Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.
AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.
Related articles
Marketing Contacts Overview
Build a Segment
Configure Email Delivery