How To Create an Email Template?

Overview

The Templates section in Email Builder is where reusable email templates are created, managed, and maintained.

Templates provide the starting structure for email campaigns. Instead of building the same email layout repeatedly, users can create a reusable template once and then use it across multiple campaigns and workflows.

Each template can contain:

All templates are managed from the Email Builder area.

Step 1: Open the Email Builder Templates page

To access template management:

This opens the Templates page.

Inside this page, you can:

Each template appears as a preview card showing:

This page acts as the central management area for all email templates.

Step 2: Create a new template

To create a new template:

This opens the template creation window.

Step 3: Enter template information

Inside the creation modal:

Template Name

Enter the name used to identify the template inside Email Builder.

This name should clearly describe the template purpose, for example:

Description (Optional)

Optionally add internal notes or context describing the template.

Descriptions help teams understand the intended use of the template later.

After entering the information:

The template is then added to the Templates page in draft form.

Step 4: Review templates in the Templates list

After creation, templates appear in the Templates list.

Each template card includes:

Templates are initially created as drafts, meaning they are ready to be edited before being used in campaigns.

To open a template directly:

Step 5: Use template management actions

Each template also includes an action menu accessed through the three-dot icon.

Available actions include:

Edit

Opens the template inside the Email Builder editor.

Rename

Changes the template name without affecting its content.

Duplicate

Creates a copy of the template.

This is useful when creating variations of an existing email design.

Delete

Removes the template from the Templates list.

Deleting a template permanently removes it from Email Builder.

Step 6: Open the template editor

When you click Edit or Create, the Email Builder editor opens.

The editor is divided into several areas:

Content and Styles tabs

Content Blocks

The builder includes reusable blocks such as:

These blocks can be dragged into the email layout.

Layout Elements

Layout controls help structure the email.

Available layout elements include:

These are used to organize content placement.

Preview Controls

The builder includes responsive preview options:

This allows you to review how the email appears across devices.

Preview & Test

The Preview & Test option is used to review the email before saving or using it in campaigns.

Properties Panel

The right-side Properties panel changes dynamically based on the selected block or section.

This area is used to configure:

Save Controls

At the top-right of the editor, available actions include:

These controls are used to preserve changes or create reusable variations of the template.

Why Templates Matter

Templates standardize email creation across campaigns and teams.

Using reusable templates helps ensure:

Templates also reduce repetitive work by allowing the same email structure to be reused and updated over time.