Creating an Email Template

  1. To begin, navigate to the 'Emails' section on the home screen, followed by selecting 'Templates'.
  2. Next, click on the '+' icon and assign a suitable name to your template. This name will be used for future reference when sending out the email.
  3. Ensure that the template type is set to 'Marketing/Customer Template', and then proceed by clicking the 'Create' button.
  4. Upon completion, a template will be generated containing placeholder text and your logo positioned at the top. Substitute the placeholder text with your own content.
  5. Finally, click on 'Save Template' to retain your modifications.
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