Sending newsletters and email updates helps maintain regular communication with your audience and potential clients, promoting brand awareness, driving engagement, and potentially increasing sales.
Here's how to Create an Email Template:
At the Top Navigation Bar, click on Marketing. Then, click on Email Templates to go to the template page.
First, click on the New Template at the upper right side of the template page.
Once you click on it. A modal pop-up will appear. Create an Email Template name and select a folder name, or create a new folder for your Email templates. The "Self-made template" tab contains templates created by you for your future works. Hit save.
You will be directed to where you can customize your Email Template. You can drag and drop the options on the right side into the email space to start creating your template.
When you're done, you can select the checkbox to make your template a premade template, which will reflect in the "Personal templates" tab.
You need to provide a subject for your email template, as it is a required field.
Here, you can also add tags to categorize your email templates. Tags make it easy to find specific templates and filter them efficiently.
To include an unsubscribe option for your clients, turn on the "Enable Unsubscription" button. If you do not wish to include the unsubscribe option, simply toggle the button off.
Once you've completed your email template, click the "Save Template" button.
You can send your email template directly to a client or a group by clicking the "Send" button. In the modal popup, fill in the required details, and then choose to either send the email immediately or schedule it for later. And Click "Save" button to save this one as a new campaign.
To go back to the template page, click on "Cancel." Your template will still be saved.
You can send your email template to your clients, categories, and tags by simply clicking each icon as follows:
✈️ "Paper Plane" icon – Send your email template.
👁️ "Eye" icon – Preview your email template.
✏️ "Pencil" icon – Edit your email template.
📄 "Paper" icon – Duplicate your email template.
🗑️ "Trash" icon – Delete your email template permanently.
You can create a Email Template and you can set as active or inactive by using the toggle here.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support