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Template Management

Overview​

Learn how to create and customize templates for your newsletters or email campaigns. Templates allow you to quickly design engaging emails using intuitive tools like a visual editor or an HTML editor.

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Creating a Template​

Steps to create a template​

  1. Access the Templates section:
    • Go to Settings > Communication > Email > Templates.
  2. Create a new template:
    • Click on + New template.
  3. Choose an editor:
    • Visual Editor: Designed for users who want a drag-and-drop experience with pre-built blocks.
    • HTML Editor: Ideal for advanced users who want to code their emails.
  4. Customization with the visual editor:
    • Drag blocks such as Header, Images, Buttons, or Custom HTML into your design.
    • Edit each block directly in the interface.
  5. Save your template:
    • Click on Save to finalize your model.

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Visual Overview of Interactions​

Using Templates​

  • Recurring campaigns: Create templates for regular newsletters.
  • Promotional emails: Design personalized emails for special offers or events.
  • Flexibility: Quickly modify an existing template to adapt it for a new campaign.