How To Create an Email Template
Overview
The Templates section in Email Builder is where all reusable email designs are created and managed. Templates act as the foundation of your email communication, allowing you to define layout, structure, and content once, then reuse it across multiple campaigns.
Creating a template is the starting point of the email workflow. After a template is created, it can be edited in the builder, updated over time, and used as a base for campaign creation.
Before creating a template, make sure you are in the correct workspace and understand how templates are listed and accessed.
Step 1: Open Email Builder and navigate to Templates
To begin, open the Email Builder workspace:
- Use the left navigation menu
- Click Email Builder
- Select the Templates tab from the top navigation
When the Templates section opens, you will see:
- a list of existing templates (if any)
- a search bar for locating templates
- a New Template button in the top-right corner
This page acts as your central template management area.
Step 2: Start the template creation process
To create a new template click New Template
This action opens the template creation modal, where you define the initial template details.
Step 3: Define template details
In the template creation window:
- Enter a Template Name This is required and will be used to identify the template in the list.
- (Optional) Add a Description This helps provide context about the purpose of the template (e.g. promotion, newsletter, lifecycle email).
After entering the required information:
- Click Create Template
Once confirmed, the system creates the template and adds it to the Templates list.
Step 4: Locate the newly created template
After creation, the template appears in the Templates list.
Each template is displayed as a card or row, depending on your view, and includes:
- the template name
- its current status (e.g. draft)
- available actions such as Edit
New templates are created in a draft state, meaning they are not finalized and are ready for editing.
Step 5: Open the template in the editor
To start working on the template:
- Find the template in the list
- Click Edit
This opens the Email Builder editor, where you can begin designing the template’s structure and content.
Step 6: Understand the next stage (editing workflow)
After opening the template, you will move into the template editing environment.
In this stage, you will:
- define the layout of the email
- add content blocks (text, images, buttons)
- apply styling and branding
- preview how the email appears across devices
Template creation and template design are separate steps. This article covers only the creation phase.