Creating Templates 101

Step 1: From the Left Menu, open Campaigns Manager then click Email Templates

Step 2: Click the pink button New Email Template to the right. 

Step 3: Select one of our example templates or basic/HTML templates to get started

Step 4: Once you are in the Template Builder your main editing tools are on the right hand side. 

Step 5: The editing tool is a drag & drop for the structure as well as each content.

Step 6: To edit any individual content or text for example, click to highlight the content and the relevant editing options will open over the template in case of text editing, and on the right hand main editor tool.

Note: We give you the option to add a descriptive text to each image to improve the accessibility of your template. To set it up, you should click on the image, and in the right menu, add the text or leave it blank. It's important to review each image to avoid errors.

Step 7: Don't forget to save!

Preview

Step 1: Click to open the Actions arrow to open the option to Preview, Send Test, or Save a Template Version.

You will be able to preview: desktop, mobile, and dark mode views of your design.

Send Email Test

Step 1: If you select send test, an option to enter the email address will pop up, please remember this function is for design purposes only.

If you have any other questions check out the rest of our articles on Template Building, or reach out to your Customer Success Manager.