Structure and hierarchy
Headers, footers, dividers and spacers organize the message. Columns and containers give you control over content groups and more detailed layouts.
Branded email, built in.
Create reusable customer messages with a built-in visual editor, layouts for desktop and phone, and personalized business details. Control the composition, the details and the presentation before the email reaches a recipient.
Your team can maintain the content inside the same platform that holds the customer, order, service, invoice and contract records.
Order NowCompose the message the information deserves.
Drag, drop and reorder blocks. Edit grouped content and columns, format rich text, add links and images, and choose the content and destination of each button.
Content and action
Use text, images, buttons and social links to explain the event and give the recipient a relevant next step. Rich-text formatting helps make the important information easy to find.
Detailed and custom content
Tables support structured information. HTML blocks and supported HTML import choices let the team bring existing content into the editor and preview the result.
Connected business information
Keep the wording reusable. Make the details relevant.
Search the available personalization fields and insert customer, business, order, invoice, service, contract and other supported details. The template can adapt to the recipient and business event through the data available to that message.
A service company can send details about the customer's work. An office can use invoice-related fields in the relevant billing message. An agreement-based operation can bring available contract information into its content.
The same editor supports these different uses; the message you are creating and its available personalization fields determine which information belongs in the email.
Explore operational communicationsShape the whole message, then refine the details.
Use global template styles to establish a consistent foundation. Apply the supported controls to individual content and layout elements as you compose the email.
- Type and color
- Configure typography, colors and gradients. Give headlines, body content and action elements a deliberate relationship within the business's visual identity.
- Size and spacing
- Set dimensions and spacing to control how content fits together. Use content groups and columns to organize the information in the layout.
- Borders and shape
- Set borders and rounded corners where the composition needs them. Keep message elements consistent with the presentation your customers recognize.
Review the email as a recipient will encounter it.
Preview the message for desktop and phone before saving or testing. Check the reading order, links, images and available personalized details in the composition you have built.
Test the selected content
Send test messages from Email Templates. Use the output to assess how your template reads before it becomes part of a customer workflow.
Make a bulk test deliberate
To test several templates together, type the required confirmation before the bulk test starts.
Use the configured mail connection
Email delivery uses the supported mail service configured for your business. Manage your mail-provider connection in General Settings. Preview and test templates in the email editor.
Maintain the message library
A useful template should be easy to find and reuse.
Browse and search templates, create new content, edit an existing template or duplicate one as a starting point. Preview output and delete templates where allowed as the library changes.
A shared library gives staff a maintained foundation for branded customer messages. Keep the business language, presentation and relevant personalization fields together as services and operating requirements evolve.