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Email templates

In this article, we'll show you how to create and use an email template.

How to set up an email template

Step one: Basic setup

  1. 1.
    Go to Create Content > Emails > Create new Email Project.
  2. 2.
    Name your email template.
  3. 3.
    Select the default locale and language that you want to send your email template in.
  4. 4.
    When prompted, click Take me to the editor.
  5. 5.
    Click on the subject area and enter a subject line.
  6. 6.
    Enter a preheader.

Step two: Add modules

Now you've set up the basics of your email template, you can add modules to build out your email content.
  1. 1.
    Click Add modules for each section that you want to design.
  2. 2.
    To add a module to your email template, drag it from the 'Add module area' to the correct section of your email.
  3. 3.
    Continue to add as many modules as you want.
  4. 4.
    When you're happy with the arrangement of your modules, click Finish.
Now you've added your modules, you can customize the module content.

Managing modules

  • Modules can be deleted by selecting a module and clicking the delete icon.
  • Modules can be duplicated by selecting a module and clicking the duplicate icon.
  • Modules can be renamed by selecting a module and clicking the pencil edit icon.
  • Modules can be moved by clicking the module and dragging and dropping it within your design.
  • Modules can be saved as a custom module by selecting a module and clicking Add module to library.
  • Modules in the library can be hidden or revealed as required by using the Show/Hide library modules function within the Add modules section.

Step three: Design your email

  1. 1.
    Starting with the header, you can add:
    1. 1.
      A logo
    2. 2.
      A divider line
    3. 3.
      Free HTML
    4. 4.
      A full-width image
  2. 2.
    In the body, you can add:
    1. 1.
      Free HTML
    2. 2.
      A divider line
    3. 3.
      A full-width image
    4. 4.
      A headline, line, and bullet points
    5. 5.
      A CTA
    6. 6.
      Two, three, or four columns of copy and images
  3. 3.
    In the footer, you can add:
    1. 1.
      Free HTML
    2. 2.
      A divider line
    3. 3.
      A footer

Step four: Save your email template as a draft

Not ready to use your email template yet? When you exit the email template editor, your template will be automatically saved as a draft.

Step five: Publish and use your template

Ready to use your template? Click Publish in the top right-hand corner.
Success! You've just published an email template.

Versioning

If you want to edit your email template once it's been published, you'll need to close the existing version, make the edits that you want to make, and then publish it. From there, you can safely delete the old version.

Step six: Use your email template

Once your email template has been published, you can use it in a Campaign, in a Journey, or in a Flow.
Can't see your email template when you try to use it? Check to make sure you've published it.
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Last modified 1mo ago