How to Create Custom Email Templates

Email templates make it effortlessly easy to reuse a visual styling every time, saving you time when crafting new emails and ensuring emails are always visually consistent and in line with your branding.

Create and save new email templates

1. Go to the email editor, which you can do by navigating to Connect > Messages and either:
   1. Going to the "One-off emails" tab and clicking on "Send new email"
   2. Opening any automated workflow and clicking on an email step
2. Use the email editor to craft your desired email template
3. Click on the "Save as template" button
4. When clicked, a modal will ask you to input the template name and to confirm, after which the modal is closed.
5. You can now access the new template by clicking on “Load from template” and scrolling to find the newly created template.

You can see an example here:

Delete previously created email templates

1. Click on the “Load from template” button, to open the list of templates.
2. When hovering over a custom template, a trash icon will be shown on the right.
3. Hover over and click on the trash icon.
4. When clicked, a modal will ask you to confirm the deletion.
5. If the “Delete template” button is clicked, that email template will be deleted.

You can see an example here:

If you have any queries on the above, please contact our Support team.