Creating and Managing Email Templates

Create and Manage Email Templates

Templates are the foundation for effective email marketing, ensuring every message you send remains on-brand. They are pre-built email layouts that save you time and effort by providing a ready-made structure with content sections, images, or text.

All your saved templates are displayed on the Templates page and can be edited at any time. Any changes you make when using a template to create a new email will not affect the original template.


Create a New Email Template

If you have not created any templates yet, you will see the following options:

OptionDescription
Start from scratchA "blank slate" option with no preset styles or layouts. Use the email builder to create a fully customized template.
Choose a designA library of predesigned emails with placeholder content. Use this as a starting point for your template.
Choose from your recent emails(Only appears if you've used the email builder before.) A quick way to generate a template based on a previous email's content sections.
Upload your own HTMLAllows you to upload custom-coded email templates.

Customize Email Templates

The template customization tools are similar to the email builder, with an added focus on setting Default Styles and using Section Locking.


Default Styles

You can set default styles (like fonts, font sizes, and element colors) for a template. While others can override these styles at the content level, setting defaults ensures a baseline level of branding consistency.

Note: Headings, normal text, button color/text, and text link colors can be overridden within a section.


Section Locking

To prevent others from editing critical elements, you can lock sections within a template. This is useful for:

  • Maintaining a consistently branded Call to Action (CTA).

  • Protecting legal text that shouldn't be edited.

  • Ensuring specific approved layouts or background images are used.


Managing Existing Templates

If you have already created templates, you will see a list of them on the Templates page.

ActionHow to Perform
Edit an Existing Template1. Click the overflow icon next to the template name. 2. Select Edit. 3. Use the email builder to make changes. 4. Click Preview, then Finish & save template →.
Duplicate an Existing Template1. Click the overflow icon next to the template name. 2. Select Duplicate. 3. Give your new template a unique name. 4. Click the overflow icon again to enter the builder and make edits.
Delete an Existing Template1. Click the overflow icon next to the template name. 2. Select Delete. 3. Confirm your choice.


Create a New Campaign Using an Existing Template

  1. Click the overflow icon next to the desired template name.

  2. Select Create campaign.

  3. Fill in the initial campaign details:

    • Name this campaign

    • Write a subject line

    • Preheader text (The snippet that appears next to the subject line in the inbox).

    • Who is it from? (Sender name and email address).

  4. Click Next to proceed to the email builder.

  5. Add unique content for your campaign.

  6. Click Preview to check the desktop and mobile views.

  7. Click Define recipients →.

  8. Select which list(s) should receive the campaign, then click Next.

  9. Review your settings, then click Schedule delivery →.

  10. Choose Send it now or Schedule for later, and enter an email address to receive a confirmation email when the campaign is sent.


Video Walkthrough