Email templates allow you to create consistent, professional-looking emails while saving time on repetitive design work. You gain access to advanced template options and editing capabilities, making it easier to customize your email content to match your brand and campaign goals.
This guide will walk you through the process of creating, editing, and saving an email template using the template option.
Before You Begin
Before creating or editing an email template, ensure that:
You are subscribed to the Upgrade Plan
You have access to the Templates section
You have permission to create or edit templates
Your template content (HTML or text) is ready for use
Step-by-Step Instructions
Step 1: Access Templates
In the navigation bar, click Templates.
From here, you can create a new template or use an existing pre-made template.
Step 2: Create a New Template
Click the Plus New button to create a new template.
Enter test in the template name field.
Update the template name to test demo.
Click Next to proceed.
Step 3: Select a Template
In the template selection area, locate the Upgrade Plan templates.
Click Select Template under the Upgrade Plan option.
Step 4: Edit the Template
In the email editor, click Plain Text Editor.
In the highlighted editor area, add or paste your HTML template code.
Review the content to ensure it displays as expected.
Step 5: Save the Template
Scroll to the bottom of the page.
Click the Save button to store your template.
Additional options include:
Edit: Modify the selected template
Copy: Create a duplicate of the template
Delete: Remove the template permanently
Tips & Best Practices
Use clear and descriptive template names for easy identification
Test your template before using it in live campaigns
Keep your HTML clean and compliant with email best practices
Avoid excessive formatting that may affect rendering across email clients
Update templates periodically to keep content fresh and relevant
Conclusion
Creating and editing email templates using the Upgrade Plan allows you to maintain consistent branding while simplifying campaign creation. By following these steps, you can easily design, customize, and save templates that are ready to use across your email campaigns.