Email Templates

Created by: Emma Johnston

Last Updated: August 19, 2025

Create a Template / Settings / Adding Elements / Managing Elements / Sequences / Dashboard / Folders / Stats

Email Templates and Workflow Emails

If you want to use an email in a workflow or in an automated nurture, then you would use Email Templates. If you want to send or schedule a newsletter emails, then you would use Email Campaigns. You can also use Email Templates to create design layouts for Campaigns.

CREATING A TEMPLATE

Create an Email Template

CREATE A NEW EMAIL TEMPLATE

1 . To create a new email template, click on the + New button in the top right corner of the dashboard and select Blank Template (to design a blank email from scratch).

2. Choose Design Editor if you want to create emails with visual elements and layout blocks, or choose Plain Text Editor.

3. Once you are within the email editing screen, click the pencil icon to rename the email.

CREATE A TEMPLATE FROM A CAMPAIGN

You can also create a template from an existing campaign.

1. Click on the + New button and select Create Template from Existing Campaign.

2. Choose the campaign required from the drop down menu and press Create Template (or cancel).

IMPORTING EMAILS

Go to Marketing > Emails > Templates, click on + New and select Import. Choose either Mailchimp, Active Campaign or Kajabi from Import From dropdown menu. Paste the URL (following the instructions provided) and click Create Template.

Adding Elements

ADD NEW ELEMENTS

When building an email, whether it’s a campaign or a template, the editor works on a simple drag-and-drop system. From the left-hand menu, you can drag in any elements you need directly into the main email body. You can choose from elements such as a text, image, button, logo, divider, video, and more. You can also choose from a range of layouts including text and image, one column, and two column.

If you don’t see the options, just click the Add Elements icon in the top menu bar to open them.

EDITING ELEMENTS

Clicking on a section or element will bring up the settings menu on the left-hand side, allowing to completing customize that element. You could also hover over that section or element and click the Edit (pencil) icon. Depending on what has been selected, there will be will give you customization options for size, alignment, padding, color, fonts, and more.

TEXT

You can add text to emails using the Text element. Clicking on the text will bring up an additional toolbar with text formatting options. If you are adding text, we recommend using 1.5 for line height.

You can use Custom Values to personalize emails. Click here for more information about custom values.

IMAGES

Whenever you are adding images to an email, define the width attribute only (and delete the height). This will prevent images from distorting on mobile.

One thing to note: you can’t drop an image directly in the middle of a text block. If you want an image between two parts of your text, you’ll need to split the text into separate boxes first, then place the image in between.

ADD SAVED ELEMENTS AND SECTIONS

To add a saved element or section, click the Saved Items icon in the top menu bar and drag and drop the required elements into the middle. To rename or delete saved items, click on the ellipsis menu (three vertical dots).

EMAIL COMPLIANCE

If you are sending a newsletter email or marketing email, you must add an unsubscribe click to your emails. We also recommend adding social icons and your company details (such as address and phone number). We have already created a complaint email footer for you, which you can find in your Saved Items.

IMAGE SLIDER

You can add an image carousel to you emails but using the Image Slider element. You can add images (with the option of adding a hyperlink). Press the trashcan icon to remove images and the + Add Item button to add additional image. You can choose whether to enable the thumbnail (and customize the appearance) and whether to include arrows.

LOGO ELEMENT

You can add your logo to emails using the Logo element. Initially, this will pull the image from Settings > Business Info > Business Logo. If you want to change the image, you can click the pencil icon. After this, the system will automatically populate the Logo element with this new image. Once added, change the sizing and alignment as necessary.

Managing Elements and Sections

ELEMENT/SECTION TOOLBAR

When you hover over an element or section in an email template or campaign, a toolbar appears with quick options. From left to right, you can Edit the content, Clone the element or section, toggle Mobile/Desktop visibility to optimize layout for different devices, Save the element or section for reuse, or Delete it if you no longer need it.

REARRANGE SECTIONS OR ELEMENTS

To rearrange sections or elements, hover over that section or element, hold down the grip bar on the left and side and drag the object to its new location.

MANAGE ELEMENTS

You can also click on the Manage Elements icon in the menu bar to Edit, Rearrange, Clone, Delete and Hide elements.

Settings, Preview and Test

RENAME THE TEMPLATE

Once you are within the email editing screen, click the pencil icon to rename the email.

EMAIL TEMPLATE OPTIONS MENU

Once the email editor is open, click on the ellipsis menu (three vertical dots) in the top right-hand corner for further options to Test Email, Preview Template, See Version History, and access Settings.

EMAIL TEMPLATE SETTINGS

The Settings menu gives you options to change the From Name, From Email, Preview Text, and Email Subject. If you are using the email template in an automation, you can also change those things directly in the workflow step.

PREVIEW TEMPLATE

To preview the email, clicking the ellipsis menu (three vertical dots) in the top-right corner of the email editor and select Preview Template.

TEST THE EMAIL

Even though previewing does give you a good idea of what the email will look like, we do still recommend that you send yourself a test email to check the appearance of the final email. To send a test email, click the ellipsis menu (three vertical dots) in the top-right corner of the email editor and select Test Email.

If you use the same email address each time to test, you can toggle on Set These Emails as Default to save them. You can also send test emails to up to 5 recipients simultaneously by separating the email addresses with a comma.

Content AI

CONTENT AI

You can use the inbuilt AI tools to create or improve content. For text, click on the AI button in the toolbar. The system will guide you through options like generating text, improving grammar, adjusting tone, or changing length. Just click on the option you want and follow the on-screen prompts. You’ll be asked to provide any details needed to refine the output.

If you’d like to go further, you can set a custom brand voice under Marketing > Brand Board > Brand Voice.

IMAGE AI

If you want to revisit text or images created with AI, go to AI Agents > Content AI. From there, you can toggle between text and image to view your previously generated content.

CONTENT AI COSTS

Content AI and Image AI are premium features that are charged based on usage. The first 500 words of text are free, and after that the price is $0.15 per 1,000 words generated. Image AI is $0.096 per image generated. For reference, $10 will give you about 105 images or more than 65,000 words.

Dashboard and FOlders

Email Templates Dashboard

EMAIL TEMPLATES DASHBOARD

Click on Marketing > Emails > Templates to view existing templates. You can search forms by name using the Search Box. You can also toggle between List view or Recent view by clicking the options to the left of the search box. You can click on Filters to filter by status (Active or Archived). You can change page in the bottom right corner.

VIEW/EDIT AN EMAIL TEMPLATE

To view or edit an existing email template, click on the name of the template. If your email template is being used within a workflow, you can also edit the email template directly from the workflow step.

ELLIPSIS MENU

Click on the ellipsis menu (three vertical dots) to view available options. These include Preview, Clone, Move to Folder, Create Campaign, Archive, or Delete. Once you select an option, simply follow the on-screen instructions. You can also preview a template from within the email editor page by clicking on the ellipsis menu next to the Save Template button.

ARCHIVED TEMPLATES

To toggle between active and archived templates, click on Filters. Archived emails still work in workflows, so once the templates have been created and added to a workflow, archiving emails/folders is a great way keep your dashboard organized, especially as you can edit an email template directly from the workflow step.

Email Template Folders

You can use folders to keep your email templates organized. This can be particularly helpful if you are using a series of email templates in an automated workflow sequence, as it groups them together.

EMAIL TEMPLATE FOLDERS

To create an email folder, click on the Create Folder button. Give the folder a name and press Create.

RENAME, ARCHIVE OR DELETE A FOLDER

To rename, archive, or delete a folder, click on the ellipsis menu (three vertical dots), select Rename, Edit or Delete as required, and follow the on screen instructions.

To toggle between active and archived folders, click on the Filters menu next to the search box.

MOVE AN EMAIL TEMPLATE TO A FOLDER

To move a template to a folder, click on the ellipsis menu (three vertical dots) and select Move to Folder. Select the folder that you want to move the template to and press Move. If no folder is selected, the template will be moved back to the root folder.

EMAIL SEQUENCES AND STATISTICS

Creating Email Sequences

You can create email sequences from by adding templates (not campaigns) to workflows as a single email or a sequence of emails with wait steps (such as a nurture sequence or marketing sequence).

WORKFLOWS AND EMAIL SEQUENCES

1. Once you have set up your workflow and added a trigger, click on the plus icon to add a new action step.

2. From the right-hand menu, select Send Email. Under Templates, choose the required email from the dropdown list or search by name. Press Save Action when complete.

3. To create a sequence, add a Wait step, set the delay, and then continue adding emails and wait steps until your sequence is complete.

4. When you are finished, toggle on Publish and press Save.

Email Statistics

WORKFLOW CAMPAIGN STATS

Since templates aren’t actually sent out on their own, most of the statistics in the system are tied to campaigns. However, when those templates are used inside workflows, you can still track their performance. To do this, go to Marketing > Emails > Statistics and use the dropdown menu to select Workflow Campaigns. This will show you performance data for any templates that have been sent through a workflow.

You can also view results directly inside the workflow itself by going to Automations > Workflows, opening the workflow, and clicking the pie chart icon on the left-hand side of the workflow builder to toggle on Stats View, which displays performance data across all emails in that workflow. If you’d prefer to drill into a single email, just click on the step itself and open the Statistics tab to see detailed data for that message.

If you have any how-to questions or need support with platform tools or features, you can chat with our new Level 1 Triage Team by clicking the purple chat bubble in the bottom right-hand corner of your screen. This team is available 24/7 to give you instant answers to your queries at any time of day.

If you have a more advanced question, you can email our Level 2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT). They focus their mornings on replying to support queries, and their afternoons on new resource creation, platform-wide improvements, and project requests.

The Level 2 Specialist Team will be unavailable on August 21, August 25, and September 1. During this time, the Level 1 Triage Team will still be available 24/7 via the purple chat bubble for any how-to questions and platform-related queries.