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

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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 creating a new email template, you must first configure your Email settings to ensure that outgoing notifications are sent correctly.

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

  • Sender email: The sender is the email address and name that will appear in your recipients' mailboxes when they receive your campaign.

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  • From name: Add the name you want to appear as the sender (e.g., your store or brand name).

  • Reply to: Enter the email address that will receive replies for emails.

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

UTM Tracking: UTM parameters help you track the performance of your email campaigns.

  • 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

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2

Create an email template

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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.

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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.

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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.

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Explore pre-built email templateschevron-rightDesign your email templateschevron-rightUnderstanding personalization variables in email templateschevron-rightPreview and test your emailchevron-rightManage email templateschevron-rightUse email templates in campaigns and workflowschevron-rightEmail templates: FAQschevron-right


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