What this helps you do

Build one email design that can be reused in marketing campaigns.

Before you start

Prepare the subject, message, links, and images. Sending a preview uses the email rate shown in Marketing credits.

Steps

  1. Open Marketing, then Email templates.
  2. Select New template.
  3. Enter a Template name. Only staff see this name.
  4. Enter the Subject customers should see in their inbox.
  5. Write the email in the editor.
  6. Use the toolbar for headings, quote text, bold, italic, underline, text colour, lists, alignment, and indentation.
  7. Select Link to add or remove a link from selected text.
  8. Select Button to add a button. Enter its text, full link, colour, and corner roundness.
  9. Select Insert image to choose an image from media.
  10. To change the whole email background, right-click empty space in the email body and choose a colour.
  11. Select Save.
  12. Select Send preview to send a real test email after the saved version is ready.

What happens next

The template appears in the Template picker when creating an email campaign. A preview sends the saved version, so new unsaved changes must be saved first. The Email templates page shows each template's private name, subject, and last-updated date. Search finds a template by name or subject, and Sort can arrange the list by template name or updated date. Select a row to edit that template.

Common problems

  • Save is unavailable: both Template name and Subject are required, and something must have changed.
  • Send preview is unavailable: save the template first and make sure enough marketing credits are available.
  • A button is rejected: enter a valid full link and colour.
  • The background picker does not appear: right-click empty space inside the email body, not text or a button.