Create Email Template with Email Builder

Use the Email Builder flow to create an email template with the visual editor. This option lets you start from a ready-made template or build the layout from scratch, then continue designing the message in the Email Editor.

---

Create Email Template

Use the New Email Template page to configure your email template, preview how it will appear in the inbox preview, and then save it for later use in your email workflows.

Before You Begin

Before creating email templates, make sure you have:

• A verified email domain is required to send test emails and preview templates. See How to Verify Your Email Domains.

• A configured Sender ID is required to send test emails. See How to Add Sender Information.

• A positive email balance is required to send emails. If needed, visit your plan overview and upgrade your plan.

Step 1: Open the Template Creation Page

To start creating a new email template, open the Email Templates list and choose the Email Builder flow.

1. In the left navigation menu, go to Email → Templates.

2. In the top-right corner of the page, click Create New.

3. In the Create Email Template modal, select Build from scratch.

Fig. 1. Email Templates page with the Create Email Template action

Step 2: Configure Template Details

Fill in the following fields:

• Name: Enter a name for your email template. This name is for internal reference and will help you identify the template later.

• Subject: Specify the subject line of the email, which will be displayed to recipients.

• Preview Text: Enter a short preview text that appears next to the subject line in recipients’ inboxes. This is optional but recommended for better engagement.

• Personalize Send To: Toggle this option on if you want to personalize the email based on contact-specific attributes.

• Track Email Open: Enable this option to track whether recipients open the email. Tracking can provide valuable engagement metrics.

Note

Some fields allow you to add placeholders like {{contact.first_name}} or {{company_address}} to dynamically insert information based on workspace and contact attributes.

Fig. 2. New Email Template page for the Email Builder flow

Step 3: Create the Email Content

1. In the Email Content section, click Open Email Editor.

2. Use the Email Editor to design the email content.

3. When you finish editing the content, save the changes and return to New Email Template.

Open the Email Editor documentation

Use the Email Editor to design the message body. For more information, open the Email Editor documentation.

Email Editor

Fig. 3. Email Content section with the Open Email Editor button

Step 4: Add Attachments (Optional)

Attachments can be added in the Email Builder to enhance your template by including supporting documents such as PDFs, images, or other files that complement the message content.

1. In the Attachments section, click Add Attachment.

2. Select the file you want to attach to the email template.

3. Click insert to attach the file to your email.

Note

File size must not exceed 15 MiB.

Fig. 4. Attachment flow in the New Email Template page

Step 5: Send a Test Email (Optional)

To preview the email’s appearance and content before saving the template, you can send a test email.

1. Review the inbox preview on the right side of the page as you configure the template.

2. Click Send Test Email.

3. Input the test email delivery details:

   • From address: Select the email address you want to display as the sender.

   • To address: Enter the recipient’s email address where the test email will be sent.

   • Reply-to Address: Specify the email address to which replies will be directed. If left empty, the reply-to address will be the same as the sender’s email address.

   • Send Attachments: Toggle this option on if you want to include any attachments that are part of the email template.

   • Contact: Choose a contact from the dropdown list if you want to populate placeholders with actual contact data.

4. Click Send to deliver the test email.

Fig. 5. Inbox preview and Send Test Email action in the New Email Template page

Step 6: Submit the Template

When the template is ready, click Submit at the bottom of the page to save it.

Fig. 6. Submit button for saving the Email Builder template

---

Edit or Delete Templates

Use the template actions menu to edit or delete an existing Email template.

Warning

Before deleting a template, make sure it is not used by any active or scheduled broadcasts or automations.

To edit or delete a template:

1. Go to Email → Templates.

2. Locate the template you want to manage.

3. Click the actions menu for that template.

4. Select Edit to update the template, or Delete to remove it permanently.

Fig. 7. Templates actions menu