Overview

Email Templates help you create consistent, professional emails that can be reused across multiple campaigns. Instead of designing every email from scratch, you can save a template once and select it whenever you compose a new email campaign.

Templates support rich HTML content, formatting, images, icons, unsubscribe links, and "View in Browser" links, making it easy to maintain consistent branding and messaging.

Create an Email Template

1. Navigate to Dashboard → Master → Templates.
2. Click Create Template.
3. Enter a Template Name.
4. Select a Recipient Group (optional).
5. Enter the email subject.
6. Design the email using the visual editor.
7. Preview the template.
8. Click Create Template.

Template Fields

Designing Your Template

The built-in editor allows you to create rich HTML emails without writing code.

You can:

• Format headings and paragraphs.
• Create lists and tables.
• Insert hyperlinks.
• Add images and icons.
• Create branded email layouts.
• Edit HTML content where required.

Additional Template Features

Using Templates in Campaigns

Saved templates can be reused while composing new email campaigns.

1. Create a new email campaign.
2. Open the email editor.
3. Select Choose from Template.
4. Choose the required template.
5. Continue editing if required.
6. Send or schedule the campaign.

When to Use Templates

• Newsletters
• Marketing campaigns
• Product announcements
• Seasonal promotions
• Company updates
• Customer communications

Best Practices

• Use clear template names for easy identification.
• Keep branding consistent across all templates.
• Preview every template before saving.
• Include an unsubscribe link in marketing templates.
• Add a "View in Browser" link for better accessibility.
• Review templates periodically to keep content up to date.

Troubleshooting

I cannot find my template while creating a campaign

Verify that the template has been successfully created and saved in the Templates section.

My template looks different after loading

Preview the template before sending and make any necessary formatting adjustments using the editor.

Should every marketing email include an unsubscribe link?

Yes. Including an unsubscribe link is recommended for marketing emails to allow recipients to manage their subscription preferences.

Can I edit a saved template?

Yes. Open the Templates section, edit the template, save your changes, and future campaigns can use the updated version.

Frequently Asked Questions

Can I reuse the same template for multiple campaigns?

Yes. Templates are designed to be reused across multiple email campaigns.

Can I modify a template after selecting it?

Yes. After loading a template into a campaign, you can make changes before sending.

Can I preview my template before saving?

Yes. The Preview panel displays how your email will appear.

Can I use templates for both marketing and transactional emails?

Yes. Templates can be created for different communication purposes depending on your requirements.