# 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="" %} **1.** To create a **new** Email Template, click on the **New Template** button. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fr7JzNiGZ1dxCCqdedHiD%2FEmail_Templates_15.png?alt=media\&token=64347a63-c4b7-45a2-889b-cbac04e03952) You should get the following output: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FYOegc3YXlalpUmfK77WF%2FEmail_Templates_16.png?alt=media\&token=6432eb73-3d92-4fd8-8402-f78770731f38) **2.** Enter the details required such as the template name and move to the **Template** phase in order to create it. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FlZ44FV94wMkKtPAIcIUC%2FEmail_Templates_17.png?alt=media\&token=fad3f16a-7679-4fb4-8779-5b0deaf71e1f) **14.** You can start by first adding the email subject and then type the email in the text box: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FZNt2Vr8fRJVxguUn5Xrm%2FEmail_Templates_18.png?alt=media\&token=1bb7a0c7-2e16-4519-b82e-f9119291bddf) Moreover, you can edit your page with some options provided on the menu above. **3.** The first three options are standard text formatting options: **B** for **bold, i** for **Italic** and **U** for **underline.** ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fzm27JVJEN7B5iX1OaZf0%2FEmail_Templates_19.png?alt=media\&token=14122761-36c6-4cba-92f8-b96acf648ed5) **4.** When pressing the **A** button, more text options appear regarding formatting. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FXqrLH3hsCtLQHh4uK01n%2FEmail_Templates_20.png?alt=media\&token=f1231eb3-fd46-428e-b01e-2f9875892d4d) **5.** The next three options, are alignment related. **Left, centre** and **right** respectively: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FTTFqiiTzOMuURsLLgWGa%2FEmail_Templates_21.png?alt=media\&token=90b75cf4-09f6-4da5-8980-0cc68db75ab3) **6.** The next symbol (also shown below), provides more paragraph options. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FVbbfcZkOnR9Kj1A7KWJ9%2FEmail_Templates_22.png?alt=media\&token=10d754b1-95b0-4422-bcae-da099cb30cf9) **7.** Click on the “image” button to upload an image: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FXeD9f367Cv1QExDcbAD6%2FEmail_Templates_23.png?alt=media\&token=fc3ede92-be56-4edb-bbcf-f86f29184103) **8.** You can insert an image either from a **file location** or by **URL:** ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FxRY2laq5RxPByBBOPnCc%2FEmail_Templates_24.png?alt=media\&token=cfd2fb93-db72-4848-aa1e-9f9346f52e2f) **9.** The “plus” option of the menu, provides a diversity of things to your text, such as **video, table, etc.** ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FLqxb4Pmc1HZLIUF06fKi%2FEmail_Templates_25.png?alt=media\&token=cc4bec0a-adc7-44b2-8a1d-6ca3781a4a2c) **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. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FyzSfQ8ZAohX5avYypDGg%2FEmail_Templates_26.png?alt=media\&token=73109194-8e91-4b01-8634-3037754cb816) **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: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2F8cGzkV6a4L0lB5StXDoh%2FEmail_Templates_27.png?alt=media\&token=4ddb6754-e31c-4b01-8171-3e31513e852e) **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: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FGuLiWF76Uqbh1LVmZRbn%2FEmail_Templates_28.png?alt=media\&token=ce79f79e-b38b-4467-851d-9f4295a3f163) **13.** From the last button, you may **redo** or **undo** any of your actions on the page: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fxwrm8RzBWRADLTcoKU4r%2FEmail_Templates_29.png?alt=media\&token=2b14469c-3d64-44c1-b93f-90e74d47964f) **14.** Enter the details you would like and select the **Create Template** button to create that template. ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FoTFZGyRbmzurHrCWXhFv%2FEmail_Templates_30.png?alt=media\&token=d09fb77f-b0b9-4cc4-a376-b021b3accdce) **15.**A confirmation prompt should then pop up. Click **OK** to finalise.
**16.** Let’s do an example: ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2FazRZXuQ9d1guvDfomNRr%2FEmail_Templates_32.png?alt=media\&token=8874ec8e-a7b5-410c-871d-eb2da60bbea1) ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2F5zVWCZ9xgbFyWsqKlE1g%2FEmail_Templates_33.png?alt=media\&token=39497aa6-05ae-4cd7-9f59-f913bf768a48)
**17.** As we can see, the new email template has been created! ![](https://787872742-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdbDWFUV8KfahpvaDhzuK%2Fuploads%2Fq3DlI4mFDVLcno4H9TK9%2FEmail_Templates_35.png?alt=media\&token=e5e0b668-f3be-4082-b8c2-c89a006a1e5a)