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How to create an email template
How to create an email template

Using email templates to makes creating new emails quicker and easier for users while providing brand consistency.

Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago

Email templates are designed to be shared across an organization and give users a fast and convenient way to start an email. They are also useful to create consistency in a department. 

To get started, click the Email & Text icon in the menu on the left. 

From the Email landing page, go to the Templates tab at the top. 

Listed are all the active templates that have been created for your organization. 

At the right of the page are options to preview (1) existing templates in the list and to create a New Template (2). 

To create a new template, click on the green New Template button.

It’s important to create a meaningful name that will make your template stand out and be easily found. Also, select the department where the template can later be logically grouped and organized.

You can associate the template with a particular topic or projects.
Note: Remember whenever someone creates an email from this template, it will inherit that topic.

Click Save & Continue.

On the next page, you will see all of your existing templates. 

You could actually jump start creating your own template by using a template! Or, you can scroll down and start designing a new one from scratch by selecting a pre-designed outline that you can then customize (click Design from scratch).

In the left pane, on the Builder tab, you can drag & drop template elements – e.g., text, a default footer, a button, etc. – onto the right preview pane. 

For instance, if you wanted to ensure this template always had a planning oriented header, you would drag & drop the Default Header block (element) onto the right pane.

The left pane will now offer you various options for that header, e.g., selecting an image. 

When you are done editing your settings, click on Save & Return to go back to your template and preview it in the right pane. 

There are other options, e.g., the Text & Images element allows you to create dynamic content and format it, which includes tables, headings, inserted images, and font formatting.

Tip: Using Google Fonts is popular with campaign marketers. To do this, scroll to the bottom of the Font dropdown list and select  Google WebFonts.

When you are done, in the right pane you have the option to Preview your template in a pop-up modal (1), refresh the preview of your email in the space below (2), Save Template Content to populate it in your list of templates (3), or New Draft Email from Template to use this template in a new email (4).

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