Create an Email Template

  • Updated

Email templates help you maintain consistent branding and layout across your marketing messages. Templates provide a reusable foundation for future emails, ensuring a professional and cohesive look every time you send a message.

Quick Reference (Advanced Users) – Click to Expand
  • Access: Go to Outbound › New Message and design your email in the Email Composer.
  • Save as Template: From the top menu, select Save As › Template.
  • Templates Library: Manage saved templates under Content › Email Templates.
  • Catalog: Download predesigned templates from the Content Catalog.
Try it like this: Open a blank message, apply your brand colors and header, and add sample sections such as an image block, text block, and call-to-action button. Then save your layout as a template for future campaigns.
Not sure where to start? Explore pre-designed layouts in the Content Catalog for inspiration and best practices.

Method 1: Create a New Template

  1. Go to Outbound › New Message and choose Blank Message.
  2. Design your message using the Email Composer by adding rows, content blocks, and global styles.
  3. Once satisfied with your design, click the menu at the top and select Save As › Template.
  4. Name your template and choose a folder to store it in within Content › Email Templates.

Your saved template is now available for reuse whenever you create a new message.

Method 2: Save an Existing Email as a Template

  1. Open a sent or draft message from Outbound › Drafts or Sent Messages.
  2. Click Edit to open it in the Email Composer.
  3. Select Save As › Template from the toolbar.

This method is perfect for saving proven designs or campaigns you want to repurpose later.

Manage Templates

All saved templates are available under Content › Email Templates. From here you can:

  • Edit existing templates in the Email Composer.
  • Organize templates into folders by campaign or design type.
  • Delete outdated templates or create new versions as your brand evolves.

Best Practices

  • Include brand elements like headers, logos, and footers.
  • Leave placeholders for variable content such as subject lines or featured images.
  • Test each template for mobile responsiveness before saving.
  • Keep templates clean and reusable - avoid campaign-specific dates or details.

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