How to create an email template

The Email Template Builder lets you create branded emails for manual sending, workflows, or bulk campaigns using a drag-and-drop interface.

Template Details

Before designing, configure these settings:

• Template Name - A unique name to identify your template.
• Lead Group Association - Link the template to a specific lead group.
• Subject Line - The subject recipients will see in their inbox.
• CC / BCC- Add carbon copy or blind carbon copy recipients.
  • Note: Enter a { to see available template variables for CC or BCC fields.
• Attachments - Files to include with the email.

Getting Started

1. Go to Settings > Templates.
2. Click Add New Template:
   1. Select Email as the template type.
   2. Enter a description or short name.
   3. Choose the associated lead group.
3. Click Continue.

Designing Your Email

Choose how to start:

• Predefined Template - Pick from professionally designed templates.
• Design from Scratch - Build using customisable content blocks.

Using the Drag-and-Drop Editor

The editor has three main panels:

1. Content Panel (Right Sidebar)

Drag elements into your layout:

• Text - Add and format message content.
• Image - Insert images for visual appeal.
• Button - Create call-to-action buttons.
• Divider - Separate sections with horizontal lines.
• Spacer - Add space between elements.
• Social - Add social media icons linked to your profiles.
• Video - Embed videos to engage recipients.
• HTML - Insert custom HTML for advanced customisation.

2. Structure Panel

Add rows and columns to organise your email layout.

3. Settings Panel

Adjust global email settings:

• Background Colour - Set the overall background.
• Padding - Control spacing within elements.
• Font - Choose fonts that match your branding.

Personalising Your Email

Use merge tags to personalise content. Examples:

• {LEAD_FIRST_NAME} - Inserts the lead's first name.
• {USER_NAME} - Inserts the name of the user assigned to the lead.

Note: Use the Merge Tags option in the text toolbar to browse all available tags, or type { to trigger a dropdown list.

Saved Blocks

Save frequently used elements as blocks to keep emails consistent and speed up build time.

Using a Saved Block

• Open the Content panel on the right.
• Select the Saved tab.
• Drag your chosen block into the layout.
• Rename or delete saved blocks using the pencil or bin icons next to each one.

Saving a Block

If you've built a block you want to reuse - such as a header, footer, or call-to-action - you can save it:

• Hover over the block you want to save.
• Click the Save as Block icon in the block toolbar.
• Enter a name for your block (e.g. Header).
• Click Save.

Tip: Saved blocks are global - once created, they're available to all users in your account.