How email templates work

How email templates work

Learn how email templates work within the lead magnet delivery ecosystem and why we'll be using email templates instead of just the basic html option within workflows and automations.

How Email Templates Work: A Step-by-Step Guide

Why Use Templates?

• Professionalism: Templates allow for features like background colors, header images, and additional images, making your emails look more polished.

• Efficiency: Templates let you pre-design the email structure, saving time when creating multiple emails.

Steps:

1. Access Email Templates: Go to Marketing > Emails > Templates.

2. Choose Lead Magnet Delivery Folder: Click on the folder named "Lead Magnet Delivery" to see pre-made templates for your lead magnet emails.

3. Edit a Template (Optional): We'll cover editing templates in a future lesson.

4. Understand Automation Integration: When you build automations (covered later), you'll choose these email templates to insert into the workflow. Each email in the automation (e.g., welcome email, follow-up email) will have its own designated template.

Additional Notes:

• You can create new email templates for different purposes (e.g., newsletters, campaigns).