9.2 Creating Templates

Modified on Wed, 18 Oct, 2023 at 5:31 PM

Steps to Use HTML Email Templates/ Campaigns

The user will be required to visit the Marketing > Email Builder.

For Templates

  1. The user needs to click Create New Template

  2. In the dropdown, there are 3 options. Select the option of Blank Template from the three options.

3. There will be a popup window with the option of Design editor (drag and drop builder) and Code Editor (HTML   builder). The user needs to select the Code Editor.

 4. Once the Code Editor opens, please paste HTML in the Editor area to get the preview.

For Campaigns

  1. The user needs to click Create Campaign.

2. There will be a screen with the list of all the templates and blank campaigns too. Select the option of Blank         Campaign to go forward.

3. There will be a popup window with the option of Design editor (drag and drop builder) and Code Editor       (HTML builder). The user needs to select the Code Editor.

  4. Once the Code Editor opens, please paste HTML in the Editor area to get the preview.


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