Templates are part of your account where you can store all your email templates. You can use these templates for each part of your email marketing strategy.
1. Create your Template
- Navigate to Template management page (Content > Email Templates > Add Template)
- Click the “Add Template” button.
2. Choose one of the three options:
You can choose one of the options by clicking on the “Choose” button.
Your own HTML: Write or import your own HTML (this one is for experts).
- Use HTML text – Just paste the HTML code of your email into our editor.
- Use HTML file – Or you can upload a file with your email HTML code.
Rich text editor: This option is mostly for simple text emails, but you can still add some images and text styling.
Usually, email marketers prefer this option because:
- Spam filters like to see a plain text alternative.
- Some email clients and apps can’t handle HTML.
- Some people simply prefer it.
For creating the body of your email – please, use ribbon elements.
The ribbon contains a series of command tabs. These tabs contain tools for performing the most common tasks.
Drag & drop editor: Drag content blocks to create the layout you want. Insert your text and images. Choose a color theme or make your own.
If you want to drag the content block from the left sidebar to your template – move the cursor to the desired block, click and hold the left mouse button, and after drag it to the right. Also, you may choose the “ADD” button to add a block but pay attention – this action will cause the block to be placed at the very bottom.
Hovering the cursor over one of the added blocks will give you five beyond options:
Drag this handle to move the block
Move this block upside
Move this block downside
Duplicate block
Delete block
IMPORTANT! Do not forget to make necessary changes in the content of the footer block. It is situated at the very bottom of the editor.
Drag & drop editor allows you to change styles and content. Just switch on one of the buttons in the left sidebar and you will be able to do this!
There is also a convenient preview option at the top left of the editor. Here you can roughly estimate what your template will look like on different devices.
In the upper right corner, you can find another four features:
– SAVE – save the template
– TEST – show preview and send test
– DOWNLOAD – download the template
– BACK – back to the templates menu
3. Save your Template
- Template name – is the name of your template, for your personal use. Try to name each template wisely to not confuse yourself in the future and help yourself to understand the purpose of each email by its name.
- Email Subject – is the subject of your email which your clients will see in their mailbox. Make your subject clear and catchy, we recommend using subjects lines fewer than 50 characters to make sure the people scanning your emails read the entire subject line.
You can use variables in your templates like {{firstName}} to replace them with corresponding values from your contact list. Here are some defaults in our system:
| {{unSubscribeUrl}} |
You can use this variable in the template for providing a link to unsubscribe the contact from the email list
|
| {{subscribeUrl}} |
The same action in reverse
|
| {{contactCreatedAt}} |
Created At date in format YYYY-MM-DD
|
| {{name}} | Contact name |
| {{email}} | Contact email |
See the full list of system variables.
4. Manage your Existing Templates.
- Find the list of your existing templates in the Templates tab (Menu- > Content ->Email Templates).
- “Action” drop-down button has the following tools:
Edit – You can edit and improve each of your templates. Make sure to save your changes before exiting your edited template.
Duplicate – this action makes a copy of the current template. For example, if you have similar templates with minor differences – the duplicate option is the fastest way to make a new template.
Manage Tags – You can manage tags in the chosen template. Tags will help you in Analytics reports organizing. If you use the same email template for different campaigns, tagging will help you track and review their performance in the aggregated report.
Click Map – Here you can find the statistics of the clicks. Provides statistics on the links of your email template where your recipient clicked. It allows you to track subscribers’ activity on your campaign and see which images, banners buttons, text, or page elements they click on, as well as the areas of your template that are being ignored.
Send a Test Email – this action helps you to check your template before starting your campaign. You can send it to your personal email address. Note – variables will remain as {{variables}}.
Preview – the easiest way to check your email before sending it even to your personal email address. You will see the template for both desktop and mobile devices rendered for the specific contact you’ve selected.
Delete – If a template is no longer needed, you can delete it.
Note: You will not be able to recover this template after deletion.
You can easily find a certain template either by name or subject line.
Tips to Create a Template:
- Make sure the font is large enough to be read comfortably. Choose font size 12-14px with a line spacing of 1.5.
- Make sure to add proper text in the alternative text spaces for the Header and blocks with images. In some cases, when ESPs do not show your banners/images, this text can be the only thing your recipients can see instead.
- Set a background color that will contrast with your text font. Note that people with poor vision might read your email; that is why the background color should be appropriately selected.
- Use big headlines and other formatting to make the text easy for skimming.
- When you add pictures to the drag and drop editor, their size will be 100%. Do not forget to make it smaller if it is needed. It is possible to change the format from 100% to 10%.
