📧 Email Templates

Where to find them:
Data → Templates → Email Templates

Creating or Uploading

• On the top-right (next to the search bar) you’ll see two icons:
  • 📄 File with plus sign = Create a new email template
  • ⬆️ Arrow upwards = Upload an existing template

Creating a New Template

1. Click the Create Email Template icon (file with ➕).
2. Select a layout (focus more on layout/design than on the template’s name).
3. Press ❌ to continue.
4. Add: Title, Description, Tags, Expiry Date.
5. Press Create Template.

Editing Your Template

• Open it under Email Templates → click the arrow on the right → press ✏️.

Drag & Drop Elements: Columns, Buttons, Text, Links, Images, Video, Map, Flex Box.

• Start with columns + images, then add text.
• Click any element → press ✏️ (left side) for customization:
  • Position, Dimensions, Typography
  • Background colors, Decorations
  • Layers

Advanced Options (Top Menu):

• Upload HTML / Images
• Bounding boxes
• Full-screen view
• Edit code directly
• Preview on desktop, tablet, mobile (landscape + portrait)

Saving & Testing

• Save (top-left next to email name).
• After saving → open template → next to ✏️ select Send Test Email.

💡 Pro Tip:

At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.