How To Create A New Email Template

Created by Belinda Henry, Modified on Wed, Jul 12, 2023 at 2:55 PM by Belinda Henry

How To Create A New Email Template

This Guide will help you customize your emails for any campaign or any bulk emails you'd like to send from your account.

Go To Marketing

On your main menu, click on "Marketing".

Click on "Emails"

Click in "Templates"

Create A New Template

Click on "+ New". This will show you a dropdown menu where you can choose from:

Create from Existing Campaign

Click on "Create from Existing Campaign"

If you have a campaign created already, you can grab the email from there and create a new copy.

Select the Campaign

Once the pop-up opens, select the campaign from the dropdown.

Preview of the campaign

The system will show you a preview of the email to make sure you're on the right campaign.

Click on "Create Template"

Name Your Template

You'll need to edit the name of your template before you start.

After this, you can start customizing your email template, here are the sections you're going to find:

Content - Elements

To start off, you go to "Content - Elements". You can choose from the different options to customize your email.

You can add text, images, videos, buttons, and even shopping carts.

Add An Element

To add any element, simply Drag it and Drop it where you want that element to be.

Edit Element

To edit the element, click on top of the section you added it in.

Edit Text Element

Edit the sections like a normal email. You can hyperlink text, change the font style and size, align the text, etc.

Edit Element's Width, Height and Padding

You can also edit around the sections with these options.

Custom Values on Text Elements

For Bulk emails, you can use Custom Values, and the system will make sure every email has the correct sender and recipient information.

Custom Values on Text Elements - 2

For this example, we used 2 custom values, but you can play around with them and automate as much as you'd like.

Edit Image Elements

To upload Images, choose the Image Element and click "Replace" on the left menu.

You can upload the image from your computer or add the image URL.

Edit Button Elements

For Buttons you can:

Customize the button text (Highlighted in Orange)
Customize the button actions when clicked (Highlighted in Green)
Customize the button colors (Highlighted in Blue)

Content - Layouts

You can also add Layouts and have your email content divided into sections. You can also add multiple elements in 1 section.

Same as elements, simply Drag it and Drop it where you'd like it to go.