AllClientsTraining Videos

Email Templates

Create an email template from a sample or from scratch. Learn how to find a sample, make it yours, preview it on a computer or a phone, and send yourself a test.

Transcript

Email Templates

An email template is an email you design once and use again and again.

It saves time, and every email looks the way you want.

Go to Settings, then Email Templates.

Click Add Email Template.

Pick a sample if you see one you like, or start blank with the Advanced Editor or the Basic Editor.

If you have samples, use the Filter to narrow them down.

Click the sample you like.

Give it a name, then click Create and Start Editing.

Change the words, pictures and colors to make it yours.

Click Preview to see how it looks on a computer or a phone.

Your email adjusts itself to fit any screen.

Close the preview, then click Save Changes.

Click Done Editing Content.

Type a subject line.

The Email Content Quality Score rates your email, and you can click it for tips.

Click Send Test Email to send yourself a copy.

Merge fields fill in with test data, so you can see how it reads.

Now your template is ready to use in an email, a blast or a workflow.