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FeaturesEmailEmail Templates

Email Templates

Create and manage reusable HTML email templates with dynamic variables for consistent branding and quick campaign setup.

Overview

Email templates provide a consistent look and feel for your communications. Create a template once and reuse it across multiple campaigns. Templates support HTML and rich text content — note that variable substitution (e.g., {{contact_name}}) is not supported; template content is sent as-is.

Creating a Template

Step-by-Step

  1. Navigate to Emailer → Templates
  2. Click Create Template
  3. Enter a Template Name (use a naming convention that helps you find templates later)
  4. Compose your email content using the HTML editor
  5. Click Save

Template Content

Templates support the following content types:

  • HTML — Full control over styling, layout, images, and branding
  • Plain text — Simple text-based emails for minimal formatting needs

Template Content is Static

Email templates are sent as-is without variable substitution. This means all recipients receive the same HTML/rich text content. For personalized messaging, you will need to create separate templates for different segments or use the WhatsApp template system which supports variables.

ℹ️

HTML/CSS Email Compatibility. Email clients (Gmail, Outlook, Apple Mail) have widely different rendering engines. Follow these rules for maximum compatibility:

  • Use table-based layouts instead of CSS Grid or Flexbox
  • Use inline CSS styles (not external stylesheets or <style> blocks)
  • Avoid JavaScript — it will be stripped by email clients
  • Use web-safe fonts or provide fallback font stacks
  • Keep total email width around 600px for optimal display

Responsive Email Design Tips

To ensure your emails look good on mobile devices:

  • Single-column layouts work better than multi-column on small screens (under 400px wide)
  • Font size should be at least 14px for body text, 20px+ for headlines
  • Call-to-action buttons should be at least 44x44px — large enough to tap on a phone
  • Images should auto-scale using max-width: 100% and explicit width attributes
  • Test on real devices — rendering differences between desktop and mobile can be significant

Template Testing

💡

Test Across Email Clients. Before using a template in production, send test emails to accounts on Gmail, Outlook, Yahoo, and Apple Mail. HTML rendering varies significantly between clients — what looks perfect in one may break in another.

Testing Checklist

  • Images load and are sized appropriately
  • Links work and point to the correct URLs
  • Unsubscribe link is present and functional
  • Layout does not break on mobile viewports (320px-480px)
  • Subject line renders fully (without truncation) on mobile devices

Managing Templates

  • Edit — Modify the template HTML, variables, or subject line
  • Preview — See how the template renders with sample data in a desktop and mobile viewport
  • Duplicate — Make a copy of an existing template as a starting point for a new one. Useful for creating variations (e.g., a newsletter template for different seasons or promotions)
  • Delete — Remove templates you no longer need. Templates that are in use by active campaigns should not be deleted.
✅

Template Duplication Workflow. When you need to iterate on a template, duplicate it first and make changes on the copy. This keeps your original intact and makes it easy to revert if the new version does not work as expected. Name duplicates with version numbers (e.g., “Newsletter v2”) for clarity.

Tips

  • Use responsive design techniques for mobile-friendly emails
  • Include a clear, prominent call-to-action (CTA) — one primary action per email
  • Test templates in different email clients (Gmail, Outlook, Apple Mail)
  • Keep the template design consistent with your brand colors, logo, and typography
  • Avoid excessively long emails; keep content scannable with headings and short paragraphs
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