Emails

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What you’ll learn

By the end of this guide, you’ll know how to create professional email templates that convert customers and integrate seamlessly with your automated marketing workflows.

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Step 1: Access the email templates section

Navigate to Marketing Automation > Email templates in your dashboard. This is where you’ll manage all your reusable email designs.

Click the New email template button to start creating your first template.

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Step 2: Configure your template foundation

Start by setting up the basic information that will help you organize and identify your template:

Choose a descriptive name: Use names like “Welcome Series - Email 1” or “Black Friday Promotion” instead of generic names. This makes templates easier to find later.

Add a helpful description: Write a brief note about when and why you’ll use this template. For example: “Sent to new customers 24 hours after registration.”

Select the right brand: Choose which brand this template represents. This ensures consistent styling and helps organize templates across multiple brands.

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Step 3: Build your email content

Now comes the creative part - designing your email using the visual editor.

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Start with structure

Before adding content, plan your email layout:

1. Add a Row from the Components panel to create your first section
2. Insert Columns within the row to organize content side-by-side
3. Use Spacers between sections to create visual breathing room

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Add compelling content

Text elements: Start with a clear headline that grabs attention. Use the Text component to add your main message, keeping paragraphs short and scannable.

Images: Add visual interest with the Image component. Use high-quality photos that support your message and maintain your brand aesthetic.

Call-to-action buttons: Every email needs a clear next step. Use the Button component to create compelling CTAs like “Shop Now” or “Learn More.”

Links: Add clickable links to direct readers to specific pages or content that supports your email’s goal.

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Use pre-built sections for speed

Save time by using pre-designed sections:

Gallery sections: Perfect for showcasing multiple products or highlighting different features.

Ecommerce layouts: Use these when promoting products, complete with pricing and purchase buttons.

Article sections: Ideal for newsletters, blog updates, or educational content.

Header and Footer: Maintain brand consistency with professional headers and compliant footers.

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Start with proven templates

If you’re new to email design, start with these tested templates:

Promotion templates: Pre-optimized for sales and special offers with proven conversion elements.

Welcome templates: Designed to make great first impressions on new customers.

Feedback templates: Structured to encourage customer reviews and survey responses.

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Step 4: Optimize for all devices

Use the preview toggles to check how your email looks on:

• Desktop: Ensure your layout works on wide screens
• Mobile: Verify text is readable and buttons are easily tappable

Make adjustments until your email looks great on both devices.

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Step 5: Add advanced customization (optional)

For specific requirements, use the Custom HTML option to add:

• Advanced styling
• Custom fonts
• Interactive elements
• Tracking pixels

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Step 6: Test and deploy your template

Before using your template in campaigns, it’s important to test and understand its reach:

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Send test emails

Test your template to ensure it displays correctly across different email clients:

Use the test function: Click the Send test button in your template actions to send a preview to your test audience.

Test audience requirements: Your test group must have customers with valid email addresses. If your test audience is empty, you’ll need to add customers first.

Review across devices: Test how your email appears on desktop, mobile, and tablet devices to ensure optimal display.

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Schedule email campaigns

Once your template is ready, you can schedule it for delivery:

Schedule for later: Use the Schedule button to set up automated delivery at specific times.

Choose your audience: Select which customer segment will receive your email campaign.

Set timing: Pick the optimal time for your audience based on their behavior patterns and time zones.

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What you’ve accomplished