How to add an email template

Overview

Email templates let you save a reusable email with a subject, content and optional attachment. This guide shows you how to create an email template from Settings > Content Settings using the form and the visual builder.

Video walkthrough

Watch: adding an email template

Steps

Step 1 — Open the Email tab

Go to Settings > Content Settings and click the Email tab.

Click the Email tab in Content Settings

Step 2 — Click Create Email Template

Click the + Create Email Template button in the top-right corner of Email Management.

Click Create Email Template

Step 3 — Review the Form and Builder tabs

The Create Email Template page has two tabs: Form for the template details and Builder for the email design.

The Form and Builder tabs

Step 4 — Enter a title

On the Form tab, type a name for the template in the Title field, for example Marketing.

Enter the template title

Step 5 — Enter the subject

Type the subject line in the Subject field. This is what the recipient sees in their inbox. Use Variables to add lead details such as First Name.

Enter the email subject

Step 6 — Create a folder

Click the + button next to Folder, type a name in New Folder Name and click Create Folder.

Create a new folder

Step 7 — Select the folder

Open the Folder dropdown and select the folder for this template.

Select a folder from the dropdown

Tip: Folders keep your templates organized once you have many of them.

Step 8 — Add a heading in the Builder

Click the Builder tab, then click the Heading component to add a heading to the email.

Click the Heading component

Step 9 — Edit the heading text

In the Properties panel, click the Text Content area and type your heading.

Edit the heading text in Properties

Step 10 — Insert a variable

Click Variables and select a field, for example First Name, to personalize the heading.

Select a variable to insert

Step 11 — Add body text

Add a Text component and type the email body in the Text Content area.

Add body text to the email

Step 12 — Style the content

Select any component, then open the Style tab in Properties to change spacing, background and borders.

Style a component in the Style tab

Step 13 — Preview the email

Click Preview to see the finished email.

Click Preview to see the email

Step 14 — Save the template

Click Create Template in the top-right corner to save it.

Click Create Template to save

What happens next

• The new template appears in the Email tab of Content Settings.
• You can share it with a lead from the lead's profile.
• If the template does not appear, check the Active tab and the folder you picked.

Related articles

• How to share an email template
• How to integrate the email service