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Email Templates

General

In Sendimpactt, you can create email templates in several cases and their use will be different each time:

  • Email templates for Email campaigns
  • Email templates for Marketing automation emails

For Email campaigns, you can see email templates as a way of building your campaigns quicker.

For Automation emails, however an email template is the email that will be sent to your contacts so it must be ready to be sent!

Email campaigns:

For email campaigns, an email template is a preset design that you will use to build your campaigns. Using an email template for email campaigns can be a good idea if you want to:

  • Reuse an email layout for future campaigns
  • Match your brand image in all email campaigns
  • Speed up the email campaign creation process by inserting regularly used images, logos, or recurring content

You will then need to update the content of the template with the information you want to send to your contacts.

Here is an example of what an email campaign template can look like:

When creating an email campaign, you can choose one of your email templates under the My Template tab in the Design section.

 

Marketing Automation

Marketing Automation allows you to send an automated email or email series in response to a trigger condition pre-defined in an automation workflow. The trigger can be related to customer behavior, preferences, or other personal/demographic information.

For Marketing Automation, an email template is a predefined email sent as part of an automation workflow. It must be ready to be sent as it is, with all text, images, and placeholders added to the design.

Here are some examples of email templates you can use for automation:

  • Sending a birthday email with a special offer or discount 
  • Triggering a welcome email when new subscribers join your email list 
  • Sending an onboarding email series to new customers (an important part of your CRM strategy)
  • Automated drip campaigns
  • Sending targeted offers based on landing pages visited (great for ecommerce)

Here is an example of what an email template used in Marketing Automation can look like:

Setup your template:
To create an email template:

Go to Campaigns > Templates.
Click New Template.
Write a Template name that will help you find it easily in the list of your campaigns.
This name will only be visible to you.
In the Subject Line field, clearly describe your email content in a few words.
The subject line is the first content that your recipients will see in their inbox.
In the Preview text field, type a short and attractive text (about 35 characters) that gives an overview of the content of your email.
This text will be displayed in your recipients’ inbox, just below the subject line. This feature is supported by most email clients.

Design your template

Once you have set up your email template settings, you can start designing it: 

  1. Click a tab to choose how to design your template. To learn more, check our dedicated section in Creating an email campaign. 
  2. Design your template by dragging and dropping content blocks into your template layout to add and format text, images, buttons and other design elements.
  3. When you are done, click Save & Activate to save your email template.

Where can I find and use my email templates? 

The email templates will be available from:

  • Campaigns > Templates

Edit an email template

  1. Go to Campaigns > Templates.
  2. In the Active or Inactive tab, search for the email template that you want to edit.
  3. Click Edit next to it.
  4. Edit the setup and/or design of the email template:
    • Click Setup to rename your template, change its subject line and From name, add an attachment, etc.
    • Click Design > Edit the email content to change the layout and content of your email template.
  5. Once you are done, click Save & Activate or Save & Quit if you do not want to activate your template now.

Import a template
Click Import this template.

  • Use a template for an email campaign
  • Use a template in a Marketing Automation workflow

Drag & Drop email editor

Use a template for an email campaign

The width of the email template is 640px.

A background image can be added to the whole campaign or to a particular section.

 

To add a background image to the whole campaign, click “Design settings”, on the right side, you will see Background image option in the “Template settings” section. Click “Change” and choose an image that you want.

 
 
 

To add a background image to a section of the campaign, click on the section that you want to add the image to. On the right side, you will see Background image option in the “Section settings” section. Click “Change” and choose an image that you want.

 
 

After creating a campaign, to make sure it looks the way you intend it to, check the way it will be displayed on desktop and mobile. To do that, in the Drag and Drop editor, click the “Email preview” button.

 
 
 

You will then be presented with how the campaign will be displayed on desktop and mobile. Here is a video on how it looks in action:

 
 
 

You can check the email preview once more at the last step of the campaign creation. Simply click the “Preview” button as indicated here:

 
 
 

If you want your customers to be able to call you straight from your sent campaign, you should consider implementing a visible  Call now button in the newsletter’s body. Creating a “Call now” button is pretty simple – first, you will need to insert a button element into the selected section.

 
 
 

Now when the recipient clicks on the button, an option to call the selected phone number will emerge.

To configure your default Reply-to email address:

  1. Go to Campaigns > Settings.
  2. Select Default Settings.
  3. In the Default campaign settings section, enter the default Reply-to email address in the [DEFAULT_REPLY_TO] field.

This Reply-to email address will be used by default for every email campaign that you send.

Configure a Reply-to email address for a single email campaign

You can also change the Reply-to email address specifically for a single email campaign:

  1. At the From step of your campaign creation, click Advanced options.

  2. In the Customize the Reply-To Email address field, enter the Reply-to email address that you want to use specifically for this email campaign.

This Reply-to email address will be used specifically for this single email campaign.