Create Email Template

This is your comprehensive step-by-step guide for crafting an interactive, professional, and visually appealing email template. These templates are designed to be sent to customers in response to some trigger such as the creation of a new subscription or invoice, the activation of a customer self-service portal, or in the event of a payment failure etc.

Customize your templates by adding text, images, formatting alignment, CTA buttons, and more, by utilizing the versatile email template editor.

 

How to Navigate to Email Templates?

1. From the dashboard, navigate to the ‘Administration Settings’ gear icon on the top right corner of the screen.

 

 

2. Locate and click on the 'Email Templates' tab within the 'Customization' section in the settings.

 

3. Upon reaching the Email Templates Management page, proceed by clicking on the 'Create Email Template' tab located in the top-right corner of the page.

 

4. A new pop-up window with a form to create an Email Template will appear

 

 

5. Select the required ‘Target Module’ from the drop-down menu for which an email template is required. For example, an email template informing customers of an overdue invoice will be associated with the 'Invoices' module.

 

 

6. Next, enter the ‘Template Name’ for your email.

 

 

7. Select the required ‘Type’ from the drop-down menu for which an email template is required. This is a stylistic reference as SubscriptionFlow offers both a classic and a modern view.

 

 

8. Next, add the subject of the email template that you wish your customers to see when they receive this email.

 

 

9. Once done, click on the ‘Save’ button. 

 

10. Once the details have been saved, you will be redirected to a new page with a blank field to create an email template. The email templates created here are compatible with all screens.

 

How to Add Components to the Email?

1. Various editing components are at your disposal to create an email template. These elements can be added to the field by clicking the buttons on the right side of the screen in the ‘Block’ panel. 

 

2. The right side ‘Block’ panel consists of various options such as Text, Image, Call to Action button, Social, Divider, Spacer, Hero, and Wrapper. 

 

 

3. Start by adding a 'text' box to the screen. You can drag and drop the components from the right panel onto the screen, and all the selected components will be included in the email.

 

 

4. After adding the text, the configuration panel on the right side enables you to make adjustments to the text. You can modify the dimension, color, and typography of any icon or text incorporated into the email.

 

 

5. Upon completing the text addition, click on 'Save.' A pop-up notification will appear at the top of the screen, confirming the successful saving of changes.

 

 

 

6. Following that, drag the 'button' onto the email.

 

 

7. Upon clicking the button in the email, the configuration panel on the right side of the screen will enable you to make adjustments to its dimensions, color, and typography.

 

 

8. You can alter the content of the 'button' by either directly modifying the text in the 'content' box on the configuration panel on the right side of the screen or by overwriting the existing text on the 'button' itself.

 

 

9. You can also modify the color of the 'button' by navigating to the 'color' category in the configuration panel on the right side of the screen.

 

 

 

10. You can embed a link into the 'button' by navigating to the 'Setting' category in the configuration panel on the right side of the screen.

 

 

11. You can edit the email and button text by navigating to the ‘Dimension’ category on the configuration panel on the right side of the screen. You can customize the styling of the text accordingly by adjusting the padding settings appropriately.

 

 

12. Next, drag and drop the ‘image’ to the email.

 

 

13. Upon clicking on the image in the email, you can add an image in the 'image' box on the email. Additionally, you can modify the background color, and dimensions, and include a URL for the image.

 

 

14. Once done, click on ‘Save’ to save the email template. 

 

That's how you create and customize an email template for your customers.