> For the complete documentation index, see [llms.txt](https://docs.cyberawaresecurity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cyberawaresecurity.com/admin-portal/email-templates/creating-email-templates.md).

# Creating Email Templates

This article guides you through creating and customizing email templates. Learn how to start a new template, use text formatting options, add images and multimedia, and apply dynamic variables for personalization. Follow the steps to finalize and save your template.

{% embed url="<https://vimeo.com/icsi/creating-email-templates?share=copy>" %}

&#x20;

**1.** To create a **new** Email Template, click on the **New Template** button.

![](/files/xBuAJ7q96DC5BC0yGKIJ)

You should get the following output:

![](/files/USrIcIA0QeMgfKiIvOKU)

**2.** Enter the details required such as the template name and move to the **Template** phase in order to create it.

![](/files/C3ZjiGzdbHIh5Gdyda0B)

**14.** You can start by first adding the email subject and then type the email in the text box:

![](/files/c1PPdmbOQ9fGgjOQGWDt)

Moreover, you can edit your page with some options provided on the menu above.

&#x20;

**3.** The first three options are standard text formatting options: **B** for **bold, i** for **Italic** and **U** for **underline.**

![](/files/ser4alU9NCBEhfp5pFXr)

**4.** When pressing the **A** button, more text options appear regarding formatting.

![](/files/yxkVM6dNmhLgH2dvK8L2)

**5.** The next three options, are alignment related. **Left, centre** and **right** respectively:

![](/files/ByBxRayqjtZ9vUrxpcRN)

**6.** The next symbol (also shown below), provides more paragraph options.

![](/files/SGP7caeEYsgN2DN9jXbW)

**7.** Click on the “image” button to upload an image:

![](/files/njbqSk6mJnkyPrqHunzw)

**8.** You can insert an image either from a **file location** or by **URL:**

![](/files/dALGXxDbOIDH1CAmgcRl)

**9.** The “plus” option of the menu, provides a diversity of things to your text, such as **video, table, etc.**

![](/files/SQ9ttSiP5AHPNPFwr1Q6)

**10.** Some other options exist on the **right side** of the menu. The first one that looks like your usual **settings** symbol, provides a range of **variables.** These variables help in retrieving and applying **real time data** during the campaign, to make the email look credible.

![](/files/N51y1tfYTcSJ2ISGGJrC)

**11.** For example, for a recipient called **John Doe,** the variable named **{{.FirstName}}** will retrieve the word John, so whenever the campaign is sent, it will use that user’s first name to make it believable:

![](/files/fQ74xNCpSXOYdovi8ggw)

**12.** The next option with the two arrows (**< >**) provides a **code view** of our page where you can **add** or **edit** the **html code** as you wish:

![](/files/R69ViP6d4SRxo2RG4aMT)

**13.** From the last button, you may **redo** or **undo** any of your actions on the page:

![](/files/OdZoTReVLXLkBrdGDTTH)

**14.** Enter the details you would like and select the **Create Template** button to create that template.

![](/files/2BuuVtPf2Yc1IRvXhCPp)

**15.**&#x41; confirmation prompt should then pop up. Click **OK** to finalise.

<div align="left"><img src="/files/OsAengI2I6PKQ9OKCOMI" alt=""></div>

**16.** Let’s do an example:

![](/files/8shcF8TeAqoIOZnMXhos)

![](/files/5gP9nSyn4JpTzbSi8rRf)

<div align="left"><img src="/files/ytkUYoJBoQlwqHhn3TnL" alt=""></div>

**17.** As we can see, the new email template has been created!

![](/files/HvAvPUbN8qoarZDRe3lb)


---

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