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How to Create and Customize an Email Template Using a Drag-and-Drop Editor

This guide walks you through how to create, customize, preview, and manage email templates using the drag-and-drop editor.

Najwa Syeda avatar
Written by Najwa Syeda
Updated over a week ago

The Drag-and-Drop Email Editor makes it easy to design visually appealing email templates without any coding knowledge. By simply selecting and placing content blocks, you can customize layouts, format text, add media, and preview designs across devices. This feature helps you create professional, responsive emails quickly and efficiently.

Before You Begin

Before creating a template using the drag-and-drop editor, ensure that:

  • You have access to the Templates section

  • You have permission to create, edit, or manage templates

  • You have your content assets ready (text, images, links, videos, icons)

  • You are logged into the correct account or sub-account

Step-by-Step Instructions

Step 1: Access the Templates

  1. Click the Profile Icon in the navigation bar.

  2. Select Templates from the drop-down menu.

  1. On the templates page, click Plus New.

  1. Enter Test as the template name.

  2. Click Next to proceed.

Step 2: Select and Customize the Template

  1. Select a Template you wish to customise.

  1. Choose Drag and Drop Editor as the editor type.

From the content panel:

  • Drag and drop an Image block

  • Add a Button block.

  • Select a Text block and drop it into the template.

Click on the text block to edit the content.

  1. Use the toolbar to adjust text formatting, font size, and style.

  2. Select the text block and click Bold in the toolbar.

  3. Choose a font size from the drop-down menu.

  4. Select a font (for example, Lucid Ascent).

  5. Use Align Center or Align Right to adjust alignment.

  6. Highlight the text block and open the Content tab on the right panel.

Step 3:Add Dividers

  1. Select Divider to add a divider above the text block.

  2. In the divider properties:

    • Toggle Transparent

    • Increase the height to 6 using the plus button

Step 4: Add Social Media and HTML Elements

  1. Drag and drop the Social block into the template.

  2. Customize icon styles from the social properties panel.

  3. Add an HTML block and place it in the desired section.

Step 5: Select the Video block and enter the video URL.

Step 6: Add Icons and Menu Elements

  1. Drag and drop the Icons block from the content menu.

  2. Click Add New Icon in the icon properties panel.

  3. Select "Apply Effects" to customize the icon's appearance.

Drag and drop the Menu element into the template.

  1. Click Add New Item, enter menu text, and update the link type by selecting Open Web Page.

Step 6: Adjust Settings and Preview

  1. Click the Settings tab in the sidebar.

  2. Adjust the content width to 800 px.

  3. Set content alignment to Center.

  4. Change the background color to #e2e8f0.

  5. Select Transparent for the content background.

  6. Update the row background color to a light gray shade.

Step 7: Choose Droid Serif as the default font.

Step 8: Click Preview to review the template.

  1. Switch between Tablet View and Mobile View to ensure responsiveness.

  1. Click Save to store your changes.

Tips & Best Practices

  • Keep layouts clean and avoid overcrowding content

  • Preview templates on multiple devices before sending

  • Use consistent fonts and colors for branding

  • Save frequently while editing

  • Duplicate templates to reuse successful designs

Conclusion

The drag-and-drop editor provides a flexible and intuitive way to create engaging email templates without technical complexity. By following these steps, you can design, customize, preview, and manage templates efficiently—ensuring your emails look professional and perform well across all devices.

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