Create an Email Template 🎬

ℹ️ You're viewing the guide for the V2 email editor

Details

If you find that you're building the same style of email over and over again, it might be worth saving it as an email template. An email template is simply a saved "starting point" for your new email message. It can contain as little or as much content as you wish.

You can also have as many templates as you need; but we'd recommend creating just one for each type of email that you might need to create. For example, a 'Welcome' template, a 'Newsletter' template and an 'Events' template. In most cases, we'd recommend filling your email template(s) with placeholder or sample text - so that users know 

The process of making an email template is quite easy. All you need to do is create a new email (either from scratch, from one of our email templates, from one of your email templates - or by copying another email message in your account), editing it as needed, then saving it as a template.

In this guide, we'll show you how to create a template from an email message you're editing.

How-to Guide

Designing a New Email and Saving It as a Template

1. Select Messages from the sidebar.
2. Open your desired email message for editing, or create a new one.
3. Build / edit your email as needed, using the email editor.
4. When finished, click the arrow next to Save and select Save as Template option.
   
5. Give the template a name and click Save.

Turning an Existing Email Into a Template

1. Select Messages from the sidebar.
2. Open the email message that you wish to save as a template.
3. Click the arrow next to Save and select Save as Template option.
4. Give the template a name and click Save.
   

How to Find & Use Your New Template

1. Select Messages from the sidebar.
2. Click New Message. The template browser will open.
3. Select the My Templates category. Your saved templates will appear here.
4. Locate the template you'd like to use, and click Open Template to use its layout & design for your new email message. 

Edit (or Delete) a Template

1. Select Messages from the sidebar.
2. Click New Message. The template browser will open.
3. Select the My Templates category. Your saved templates will appear here.
4. Hover over the template you wish to edit or delete, and select the Edit or Delete option.