Email Templates

Templates allow you to save time by creating reusable email designs and content. You can use templates to quickly populate content for broadcasts, sequence emails, and transactional emails, ensuring brand consistency across all your communications.

Creating a New Template

To create your first template, navigate to the Templates section from the main navigation. Click on the + New Template button. A dialog will appear asking you to choose the kind of template you want to create: HTML or Rich Text.

Template Types

You have two options for creating a template:

  • Rich Text: This option opens a user-friendly WYSIWYG (What You See Is What You Get) editor. It’s perfect for creating beautiful emails without needing to know how to code. You can format text, add images, and create layouts with ease.
  • HTML: This option is for users who prefer to use their own custom HTML. You can paste in your code from another source or write it from scratch in our code editor.

Template Editor

After choosing your template type, you will be taken to the template editor. The description at the top of the form says: “The template details here can be used to quickly autofill broadcasts, sequences, and transactional emails.”

Rich Text Editor

The Rich Text editor allows you to craft your email in a visual way.

Here are the fields you need to fill out:

  • Give this template a label so you can easily identify it later: This is an internal name for your template, like “Welcome Email” or “Weekly Newsletter”. It won’t be visible to your subscribers.
  • Subject: The subject line for your email.
  • Preheader: The preview text that appears next to the subject line in an email client.
  • Body: The main content of your email. Use the toolbar to format your text, add links, lists, and more.

HTML Editor

The HTML editor gives you full control over the email’s code.

The fields for Label, Subject, and Preheader are the same as the Rich Text editor. The Body field, however, is a code editor where you can input your HTML.

Once you are done, click Create Template to save it.

Using Templates

You can use templates within broadcasts. When creating a new broadcast, you will see a button for “Use a template”. This option is only available when you are creating a new broadcast. Updating an existing broadcast (in draft mode) will not display this button.

Clicking this button will open a “Select template” modal where you can see a list of all your created templates.

You can search for templates by their label. Once you’ve found the template you want to use, click the Use template button. The content of the template—Subject, Preheader, and Body—will be loaded into the broadcast editor.

You can modify any part of the inserted template to customize for your needs for that particular broadcast.