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Create an email template

Learn how to create an email template by setting up your email settings, adding content, and customizing the design for your campaigns

Before you begin

Want to use pre-built email templates for a quick start? Check out Explore pre-built email templates

1

Set up email settings

Before sending notification emails to customers, configure your email sender settings.

These settings control:

  • The sender email adress

  • The sender name displayed to customers

  • The reply-to email address

  • The sender domain used for email delivery

Steps:

  1. Go to Email templates (or Settings) > Email settings.

  2. Configure your sender profile settings.

  3. Click Save.

Sender domain options

XFlow supports two sender domain options.

Use XFlow sender domain
Use your own sender domain

Use the default XFlow email infrastructure with the @mailer.xflow.so domain.

Send notification emails using your own branded domain or subdomain.

Using your own sender domain can help:

  • Improve brand trust

  • Improve inbox placement

  • Create a more professional email experience

Your sender domain must be verified before XFlow can send emails through it.

When using your own sender domain, XFlow requires DNS verification records to authenticate your domain and improve email deliverability.

Required records: DKIM records

Recommended records: AIL FROM records, DMARC record

  • Using a custom sender domain does not affect your email template content.

  • You can update these settings anytime.

Check out these tips when choosing and using your sender email address: Why emails go to the spam folder?

Sender profile settings: Defines the email identity used to send notifications.

  • Sender email: The email address used to send notification emails.

  • From name: The sender name displayed to customers.

  • Reply to: The email address used to receive customer replies.

Test emails

Add email addresses used for testing email templates before sending them to customers.

  • Enter one email address per line

  • These emails can be selected when using the Send test feature

Learn more: Test an email campaign

UTM tracking

Configure UTM parameters to track email performance in analytics tools such as Google Analytics.

  • utm_source: Identify where the traffic comes from.

  • utm_medium: Specify the type of email.

  • utm_campaign: Choose Email name or Email name + Campaign name

Learn more: UTM tags: What you need to know

2

Create an email template

Click Create email to start creating a new email template.

3

Enter template details

  • Email template name: Enter an internal name to organize your templates.

  • Email subject: Add the subject line that customers will see when they receive the email.

After setting up the email name and email subject, click Create email to proceed.

4

Design your email template

Start designing your email template by adding sections, customizing content, and adjusting layout and styles to match your brand.

Learn how to edit your email template: Design your email templates

5

Save and activate your email template

After customizing your email, click Save & Activate to enable and start using your email template.

Want to reuse this template? Check this out: Save email as a template for reuse

6

Your email template is now active!

Your email template has been successfully activated and is now ready to use.

After customizing your email template, don’t forget to preview and test your email to make sure everything looks good before sending it: Preview and test your email

Related articles

Explore pre-built email templatesDesign your email templatesUnderstanding personalization variables in email templatesPreview and test your emailManage email templatesUse email templates in campaigns and workflowsEmail templates: FAQs

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