Email Templates
Created by: Emma Johnston
Last Updated: January 13, 2025
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.
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.
PREVIEW AN EMAIL TEMPLATE
To preview an email template, click on the Preview icon or click on the ellipsis menu (three vertical dots) and select Preview Template. You can also preview template from within the email editor page but clicking on the ellipsis menu next to the Save Template button.
CLONE AN EMAIL TEMPLATE
To clone an email template, click on the ellipsis menu (three vertical dots) and select Clone. You only clone templates if you need to create an actual template or workflow email. If you are sending an email, create a campaign.
ARCHIVE AN EMAIL TEMPLATE
To archive (hide) a template, click on the ellipsis menu (three vertical dots) and select Archive. Press the Archive button on the pop-up window to confirm. 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.
DELETE AN EMAIL TEMPLATE
To delete a template, click on the ellipsis menu (three vertical dots) and select Delete. Press the red Delete button on the pop-up window to confirm. This will permanently delete the template.
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.
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.
RENAME A FOLDER
To rename a folder, click on the ellipsis menu (three vertical dots) and select Edit. Edit the folder name and press Confirm (or cancel).
DELETE A FOLDER
To delete a folder, click on the ellipsis menu (three vertical dots) and select Delete. In the popup window, press Delete (or cancel).
ARCHIEVE A FOLDER
To archive a folder, click on the ellipsis menu (three vertical dots) and select Archive. In the popup window, press Archive (or cancel). To toggle between active and archived folder, click on the Filters menu next to the search box.
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.
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.
Adding Elements
ADD NEW ELEMENTS
Click the Add Elements icon in the top menu bar and drag and drop the required elements into the middle. You can choose from elements such as a text box, image, button, logo, divider, video, image slider, FAQs and countdown. You can also choose from a range of layouts including text and image, one column, and two column.
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.
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 ELEMENTS
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.
CUSTOM VALUES
You can use Custom Values to personalize emails. Click here for more information about custom values.
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
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).
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.
CLONE SECTIONS OR ELEMENTS
To clone sections or elements, hover over that section or element and click on the Clone icon.
DESKTOP/MOBILE OPTIMIZATION
You can hide certain sections or elements on desktop or mobile. To hide sections or elements, hover over that section or element and click on the Mobile or Desktop icon.
SAVE AN ELEMENT OR SECTION
To save an an element/section to use in other emails, hover over that element/section and click the Save (floppy disk) icon.
DELETE SECTIONS OR ELEMENTS
To delete unwanted sections or elements, hover over that section or element and click on the Trashcan icon.
MANAGE ELEMENTS
You can also click on the Manage Elements icon in the menu bar to edit, rearrange, clone, delete and hide elements.
Content AI
CONTENT AI COSTS
Content AI is a premium feature that is charged based on words generated. Click here for pricing.
Our Content AI is contextually aware so it knows you want to create an email.
CONTENT AI POSTS
1. In the email editor, click on the robot icon on the right of the toolbar.
2. In the popup window, select a context for the email and add a title and brief description.
3. Add keywords, pressing enter between each word (or phrase).
4. Select a writing tone from the dropdown menu and the number of variations you want the AI to generate (from 1 to 5).
5. Select the length of the content (small is around 150 words, medium is around 400 words, large is around 600 words, or custom is up to 900 words).
6. Click Generate.
7. On the next window, press copy to add a variation to the Chosen Content box on the right hand side, and edit as required.
8. Press Continue. You can then continue editing the email as normal.
To access previously generated content, go to Automation > Content AI to learn more details and see the various content generated.
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. Click on Automation > Workflows and click the blue + Create Workflow button in the top right of the screen.
2. On the next screen, select Start from Scratch. Once in the workflow builder, at the top of the page, you can rename a workflow using the pencil icon next to the title.
3. If required, add a workflow trigger. You can also bulk add contacts to a workflow in Contacts. Click here for more information.
4. Click the + to add a new event to the workflow. Select Send Email from the right-hand menu. Under Templates, required email from the dropdown list or search for the email by name. Press Save Action when complete.
5. Add a Wait Step and edit the wait.
6 . Continue to add emails and wait steps to build the required sequence.
7. Add any other required steps (such as assigning a user or adding a tag).
8. Toggle on Publish and press Save.
Email Statistics
EMAIL DETAILS
You can see overall sending statistics for an email by looking at the email statistics.
1. Click on Marketing > Emails > Campaigns.
2. Either click on the ellipsis menu (three vertical dots) and select Statistics or click on the name of the campaign. A pop-up window appears on the right with details about that email.
3. In the bottom sections, you will see an overview of the emails sent. You can toggle between showing these statistics in terms of percentages or as raw numbers.
4. Click on Load More Statistics to see a list of contacts for each statistic type (with additional information for A/B Testing). You will see a more detailed breakdown of the email statistics, as well as a graph. You can toggle between Show Statistics in Number and there is also an option to export that data.
Note that, by default, the date range for statistics is set to 5 days, but you can change that as needed (up to 60 days).
EMAIL STATS
You can also see statistics for a specific 'round' of emails by looking at the Bulk Actions information.
1. Go to Contacts > Bulk Actions.
2. Click on Show Stats in the Statistics column.
3. The row will expand to show a quick overview of the emails sent. Click on the purple/blue colored number above Successful to open a popup window showing you more in-depth stats of open rate and click rate, etc.
4. You can click on the tab at the top of the window to see a list of contacts for each statistic type. There is also an option to export that data.
EMAIL SUMMARY
You can also see a summary for all emails that you have sent. Go to Settings > Email Services > Email Analytics. You can filter this information by date by clicking on the boxes in the top right corner. To view more information, click on the tiles.
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