Learn how to build, customize, and save email templates to streamline your communication workflow. This guide covers using merge tags and formatting tools to create professional messages.
How do I start creating a new email template?
To get started with your email templates, you'll want to navigate over to the Settings menu and select the Email Templates option. From here, you can see a list of your existing templates, but to start fresh, simply click on the 'Create New Template' button located at the top right of your screen. This will open up the editor where you can begin building your message from scratch.
💡 Action Steps
Navigate to Settings
Select Email Templates
Click the Create New Template button
How do I configure the basic template details?
Before you start writing the body of your email, you need to fill in the essential template details. Give your template a clear, internal Name so you can find it easily later on. Next, you'll enter the Subject Line; remember that this is what your recipients will actually see in their inbox, so make sure it's engaging and relevant to the content of the email.
💡 Action Steps
Enter a name for the template
Type in the Subject Line
How do I use merge tags to personalize my emails?
Personalization is key, so you should use merge tags to automatically pull in specific data like customer names or order numbers. To do this, click on the 'Insert Placeholder' dropdown menu. You can scroll through the list or search for the specific field you want, such as 'First Name'. Once you select it, the tag will appear in your text, and when the email is sent, it will be replaced with the actual information from your database.
💡 Action Steps
Click on the Insert Placeholder dropdown
Search or scroll for a specific field
Select the tag to insert it into the text
How do I format the text in my template?
You have a full range of formatting tools available in the toolbar at the top of the content editor. You can highlight your text to make it bold, italicize it, or change the alignment to left, center, or right. If you want to organize information clearly, use the bulleted or numbered list options. You can also change the font style and size to match your brand's visual identity.
💡 Action Steps
Highlight text to apply formatting
Click the Bold or Italic icons
Use the alignment buttons for text positioning
Select the List icons for bullets or numbering
How do I add hyperlinks to my email content?
If you want to direct your readers to an external website or a specific page, you can easily insert a hyperlink. Just highlight the word or phrase you want to turn into a link, then click on the Link icon in the toolbar. A small window will pop up where you can paste the URL. Once you click 'Insert', the text will turn blue and become clickable for your recipients.
💡 Action Steps
Highlight the text for the link
Click the Link icon in the toolbar
Paste the destination URL
Click Insert
How do I include images in my email template?
Adding visuals is a great way to make your emails stand out. To add an image, click the Image icon in the editor. You can then either upload a file directly from your computer or provide a URL for an image hosted online. Once the image is in the editor, you can click on it to drag the corners and resize it so it fits perfectly within your layout.
💡 Action Steps
Click the Image icon
Upload a file or enter an image URL
Click and drag corners to resize the image
How do I preview and save the finished template?
Once you're happy with how everything looks, it's important to preview it. Click the 'Preview' button to see exactly how the email will appear to your customers on both desktop and mobile devices. If everything looks correct, go ahead and click the 'Save Template' button at the bottom. Your new template is now ready to be used in any of your future email campaigns.
💡 Action Steps
Click the Preview button
Toggle between desktop and mobile views
Click the Save Template button