When to Use Email Templates
Create templates when you want to:
Reuse a specific email design across multiple campaigns
Maintain consistent branding in your newsletters, drips, or automated emails
Save time by not rebuilding the same layout repeatedly
Share email designs with your team members
How to Create an Email Template
1. Navigate to Templates
Go to the profile icon in the top navigation bar, select Settings, then click on the Templates tab.
2. Start a New Template
Click the Add Email Template button.
3. Choose Your Editor
Select the editor you're most comfortable with:
Drag & Drop Editor: Visual builder with drag and drop components
Plain Text Editor: Simple text-based emails
AI-Powered Editor: Create content with AI assistance
Import HTML: Upload your own custom HTML template
Click Next Content to proceed.
4. Design Your Template
In the content editor:
Add and customize your email content
Click Browse to upload images (JPG, PNG, GIF supported)
Use the file manager to insert images into your template
Add personalization tags (merge tags) to customize emails for each recipient
5. Name Your Template
Click the pencil icon next to "New Email Template" at the top and enter a descriptive name that will help you find it later.
6. Preview Your Design
Click Show Preview to see how your template looks on different screen sizes (desktop, tablet, mobile).
7. Save Your Template
Click the Continue button to save your template. Your template will now appear in the templates list.
Finding and Using Your Saved Templates
Once saved, your templates will be available:
In the Templates section under Settings
When creating any new campaign (Newsletter, Drip, Workflow, Auto Trigger, RSS, or A/B campaigns)
Use the search function to quickly find specific templates
Managing Your Templates
From the Templates page, you can:
Edit any template by clicking on it
Duplicate templates to create variations
Delete templates you no longer need
Search for templates by name
Important Things to Know
About Images Keep image files under 1 MB for optimal performance. Larger images can slow down email load times and affect deliverability. All uploaded images are stored in SendX and can be reused across templates.
Saving Your Work Templates do not auto-save. You must click the Continue button to save your changes. If you exit without saving, your work will be lost.
Using Templates in Active Campaigns You can safely edit or delete templates even if they're being used in scheduled or active campaigns. Campaigns that have already been created will continue to use the original version they were built with.
No Limits There are no restrictions on how many templates you can create. This feature is available on all SendX plans, including free trials.
Team Access All team members in your SendX account can create, edit, and use templates.
Common Questions
Can I organize my templates into folders? Not currently. Use descriptive names and the search function to find templates quickly.
What happens if I delete a template that's being used in a campaign? The campaign will continue to work normally. Once a campaign is created, it stores its own copy of the content, so deleting the template won't affect it.
Can I use personalization in templates? Yes! You can add merge tags (personalization tags) to templates. These will dynamically populate with each contact's information when the campaign is sent.
What if my image upload fails? Ensure your image is under 1 MB and in a supported format (JPG, PNG, GIF). If issues persist, try using a different image file or contact support.
Can I export my templates? If you're using the HTML editor or have imported HTML, you can copy the HTML code. For drag and drop templates, the best approach is to duplicate the template within SendX.
Do I need to use a template for every campaign? No. Templates are optional. You can create campaigns from scratch each time or use templates for consistency and efficiency.
Need more help? Contact our support team through the chat widget or email us at support@sendx.io.