Creating an email template in your Digital Marketing Hub is super simple. Follow the steps below to create a basic template to send to your contacts. This example is a welcome email.
Click on the Email tab in the left-hand side menu.
Click on the Campaign Template button on the left-hand side menu and then the Create a Template button at the top right-hand corner.
Email Designer is preselected for you. Click the blue Continue button.
Click the blue Start from Scratch button to design from a blank canvas.
Name your template on the top left-hand corner.
You'll now create a header, signature, footer and disclaimer using personalisation tags. Add a header that will include your business logo (e.g. %logo%, %firstname% etc).
Let's start with the header:
Click Structures
Click, drag and drop the first block onto the template as outlined in the below video.
Click on the text icon and type %logo% then align it to where you’d like it using the formatting tools above. We have centred it in this example. The logo (and any other personalisation tags) will appear when you send the campaign.
Tip: For logos with a coloured background, adjust the block background colour to match the logo so it displays cleanly without visible edges.
Now add your signature, personal footer and disclaimer using the below personalisation tags and steps outlined in step 4:
%signature%
%brand_footer%
%disclaimer%
These three items and the business logo have been configured during your account set-up, so your individual details will pull through when the email campaign is sent. You can view how it will appear by sending yourself a test email (see Hub Spotlight Video - Sending an email).
To remove an existing element in the template, click on the element, hover over the three blue dots, and select the Bin icon to delete it. Repeat steps for the container.
To add text, images and buttons (call-to-action buttons such as 'click here' or 'book an appointment'), use the content blocks on the right-hand side to drag, drop and edit your template.
You can personalise your text by clicking on the Personalize button. Here you can choose to pull in your client's personal details or type in the desired personalisation tags yourself as demonstrated below.
To insert a picture, click on the default image and the New image icon.
You can either:
select an existing image in the Content Manager' (also known as your image library); or
add a new image by clicking the Add a file button at the top right-hand corner and select an image you have saved on your computer, then click open. Once it's uploaded into your image library, you can insert it to appear in the email.
Once you are happy with your template click on Save and Exit at the top right-hand corner.
Now you are ready to send this template as an email campaign. To do this, refer to our article 'Hub spotlight Video - sending an email campaign'
Top tips
Padding: We recommend that you add padding to each block. Click on the block and to the right hand side edit the padding.
Logo – all sides 10
Text – custom 30, 0, 30, 30
Signature - custom 0, 20, 30, 30
Disclaimer - all sides 10
Template size: We recommend that you change the width of your template from the preset size of 650 to 600. To do this, edit the size in the top toolbar.