To create a new email template, first go to Marketing and Autopilot >> Mail Templates.
Then click 'New Mail Template' on the top left of the screen.
From here you can choose a pre made template to edit, or you can create your own template from scratch. All pre made templates are split in to categories that you can filter through and they provide designs for different themes and occasions, you can preview these templates before you select them.
To select a pre-made template to edit, simply click select when you hover over the template. Once you have sleceted your pre-made template, you can make the neccessary edits you need too.
To create a new template from scratch, click 'Blank Template'.
This will open up the email builder. At the top of the screen you will be able to edit your template name, subject and edit the subscription category.
You will then have your logo in the header.
Click here to find out more about how you can change the logo in your header
Content is then dragged in to the email template from the list on the right.
There are several different pieces of content you can have in your email template.
Click to learn more about:
Next to the Content button, you have the Rows button.
The rows you see here work like content holders. However we do have special rows which can import information from the system.
Click here to learn more about Rows
If need to undo any changes you've made. Simply click the undo button at the bottom left corner of the screen. If you click the clock with the reverse arrow, you can see a list of all the changes that have been made and go back to how the template looked at the time of those changes, by clicking on that change.
You can build your email template in either desktop or mobile view by clicking the relevant icons on the top left corner of the template.
If you want to preview your template in different enviroments, click the preview button on the top right hand corner of the screen.
In preview mode you can see how your email template will look on a desktop
On a mobile
And also dark mode
You can also send a test email by clicking on the top right corner.
The signed in users email address wil show, and you can add in any other email address you like typing it out and hitting space. Once you are ready, press send test, and this email template will be sent to the email addresses listed.