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.

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

You should get the following output:

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

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

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.

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

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

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

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

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

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

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.

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:

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:

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

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

15.A confirmation prompt should then pop up. Click OK to finalise.

16. Let’s do an example:

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