Understanding email templates

Email templates are the best way to create and stick to a consistent email design. Using templates will save you time, help you reuse common email sections, and help your readers develop expectations for your email.

For example, the best practice for monthly newsletters is to create your first newsletter template with the content and style you want to send. Then, when you’re ready to send the next month’s newsletter, duplicate your old template and edit the content while keeping the look and feel the same.

This saves you time choosing fonts, font sizes, colors, and layouts.

How templates work

In AuthorLetters, you can create emails within the Campaign creation flow, within an automation flow, or in the templates section.

For most users, creating a template in the template section and then IMPORTING it to a campaign or automation will be the best workflow.

However, you can also create an email in a campaign or automation, and then save that email as a template if you want to be able to reuse or edit it for another purpose.

Creating an email template

From Emails ➜ Email Templates, you can create a template that can be used later in a campaign or automation.

When creating a template, you’ll need to set the following options.

  1. Template Title: The Title, as an identifier for later use for the Template

  2. Email Subject: The Email Subject that is shown as a subject or topic in the recipient’s email clients

  3. Email Pre-Header: An Additional short subject that is shown as a small subject line beside the primary subject

  4. Save Template: Button to save the template

  5. Email Body: Compose your email body using the block editor or visual builder

Sending a test email from email templates

To send a test email from Email Templates, click on the send a test email button in the top right corner of the Email Templates Settings section and then enter the email address where you want to receive the test email. Then, click on the Send button.

Now, check your inbox, view the test email, and make any changes you see fit in the editor before testing again.