1. Within the product portal go to Marketing > Templates.

    The marketing icon looks like this:

  2. To get started click the plus button on the top right.

  3. You will have the option to either choose to make your template from a premade template or create one from scratch

Creating a template from a preset template

  1. Once you have clicked on “From pre-made template” you should see a catalogue of different email templates appear. Click on the template you think would suit best for your email.

  2. Once you have clicked the email template, you will see the pictures and text load up in the builder. You have the capability to change these pictures and any text that you would like to change.

  3. Once you are happy with your email template, you can click on save on the top right.

Creating a template from scratch

HTML Builder

  1. If you are creating a template from scratch, you will have the option to create from an email builder or an HTML builder.

  2. Give your template a name and click on HTML Builder. Once you have done that, click on “Create Template”.

  3. The HTML Builder will pop up, this will allow you to write your HTML code that will be used for any marketing emails. You will be able to view the preview of the email on the right hand side of your screen.

  4. Once you have created your HTML email, click on the “Save” button on the top right.

Email Builder

  1. If you are creating a template from scratch, you will have the option to create from an email builder or an HTML builder.

  2. Give your template a name and click on Email Builder. Once you have done that, click on “Create Template”.

  3. Once you have clicked on “Create Template”, you will have the opportunity to create your email template. You can drag and drop different bits of content, this can be images, text, social media links and much more.

  4. Once you are happy with your email template, you can then click on “Save” at the top right.

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