Creating an Email Template

Creating a New Email Template

First, let's create a new template to work with.

Navigate to Email Templates: From the main dashboard or navigation menu, find and click on "Email Templates." You will see a list of existing templates and groups on the right.

Initiate New Template Creation: Click the New Template button located in the top-right corner of the Email Templates page.

Name Your Template: A "New Email Template" modal will appear. In the "template name" field, enter a descriptive name for your new template (e.g., "Demo Template," "Monthly Newsletter," "Welcome Email Series - Step 1"). This name will help you identify it later.

Create the Template: Click the Create button. You will be redirected to the email template editor.

Building and Customising Email Structure

Once you've created a new email template, the next step is to build its structure using rows and columns. This section guides you through adding structural elements and customising their appearance in detail.

Understanding the Editor Interface

The email editor is composed of:

• Canvas: The central area where you design your email.

• Top Bar: Contains undo/redo, device previews (desktop/mobile), and a preview eye icon.

• Right Sidebar Tabs:

  • Content: Draggable content elements (Columns, Button, Text, Image, etc.).

  • Blocks: Pre-designed structural sections.

  • Body: Global email style settings.

  • Images: Access to stock images and your image library.

  • Uploads: Manage your uploaded images.

  • Audit: Tools to check your email design (not covered in this segment).

• Save Changes Button: Located in the bottom-left corner.