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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.

Email 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

Drag and drop of components

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Add compelling content

Email components

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

Email sections

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

Email 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.
Monitor your audience size and email deliverability rates to optimize your campaigns. The system shows you exactly how many customers will receive each email before you send it.

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What you’ve accomplished

You’ve created a professional email template that maintains brand consistency, engages customers effectively, and integrates seamlessly with your automated marketing workflows. Your template is now ready for testing and deployment to reach your customers at the right moments.