Email Template Editor

What is this for?

The Email Template Editor lets you design the visual "frame" of your automated emails — header, logo, footer colors, contact info, and social links. The actual message body is written later in the Journey Editor. Think of this as creating branded stationery: once saved, you pick this template when adding an Email step in any journey.

Step-by-Step Instructions

1. Open the Editor

From the Templates List: Click Create → Create Mail Template.
Edit existing: In the list, click the Edit (pencil) icon on a template row.
The editor opens in a split view: Preview (left) and Editor Panel (right).

2. Set Template Name & Description (Metadata)

In the top toolbar, click the Metadata icon (tag/database icon) — tooltip: Add metadata.
A form appears:
- Template Name — Required. Max 100 characters. This is how you'll identify it in the list and journey selectors.
- Template Description — Optional. Max 200 characters. Internal notes about purpose or audience.
Click Save. The name appears in the browser tab and the Templates List.

Important: You must save metadata first (create the template on the server) before you can upload a logo. The logo upload button is disabled until the template exists.

3. Edit the Email Header

Preview: Top colored bar with centered text. Editor controls:

Header Text — Text field. Enter the header line (e.g., "TechConf 2024 Updates"). Max 50 characters.
Header Color — Color picker (brush icon). Pick the header background color. Default: #4CAF50 (green).
Changes reflect instantly in the preview.

4. Add a Logo

Preview: Below header, centered in the content area. Editor controls:

Click SELECT IMAGE.
File picker opens. Choose an image:
- Max size: 2 MB
- Recommended dimensions: 400 px wide × 150 px high
- Allowed formats: JPEG, PNG, WebP, GIF
After selection, the logo appears in the preview.
To remove: click the Remove (trash) icon next to the upload button.

Note: Logo upload only works after you've saved the template at least once (metadata saved). If you try to upload before saving, you'll see: "disabled: You need to save (create) the template before uploading a logo".

5. Set Footer Color

Preview: Bottom colored bar containing contacts and social links. Editor control:

Footer Color — Color picker. Pick the footer background color. Default: #333333 (dark gray). Footer text is always white.

6. Add Contact Lines

Preview: Inside the footer, each contact line appears as a separate paragraph. Editor controls:

Click the + (plus) button in the Email Contact section to add a line.
A text field appears. Enter one contact detail per line (e.g., "+1 555-0199", "support@example.com", "123 Main St, San Francisco").
Max 50 characters per line.
To add more lines, click + again.
To remove a line (if more than one exists), click the trash icon on that line.

7. Add Social Media Links

Preview: In the footer, below contacts, as clickable links. Editor controls:

Click the + (plus) button in the Email Social Links section.
Two fields appear:
- Link Name — Visible text (e.g., "Twitter", "LinkedIn", "Facebook"). Max 50 characters.
- Link URL — Full URL starting with https://. Max 300 characters.
To add another pair, click + again.
To remove a pair (if more than one exists), click the trash icon on that row.

8. Save the Template

In the top toolbar, click Save Template (green button, floppy disk icon).
Success toast: "Success save!".
The template now appears in the Email Templates List with the name you gave it.
You can now select it in any Email step within the Journey Editor.

Important Rules & Tips

Note: Header text is limited to 50 characters. Keep it short and punchy.

Note: Logo must be ≤ 2 MB, recommended 400×150 px. Larger images are accepted but may appear distorted.

Note: Contact lines: max 50 chars each. Social link names: max 50 chars. Social URLs: max 300 chars.

Note: You cannot upload a logo until you've saved the template once (metadata). The file needs the template ID to associate with.

Tip: Use the preview to check contrast — header text is white, so darker header colors work best. Footer text is also white, so darker footer colors work best.

Tip: Include at least one contact line (email or phone) so recipients can reply or reach support.

Tip: Social links open in a new tab. Always use https:// URLs.

Tip: To create a variant, open an existing template, change what you need, and use Copy in the list instead of overwriting the original.

Common Questions & Troubleshooting

Q: The logo upload button is grayed out / shows "disabled" message.
A: You haven't saved the template yet. Click the Metadata icon, enter a name, click Save, then try uploading the logo.

Q: I uploaded a logo but it looks stretched/squashed.
A: The preview fits the image into a 400×150 box. For best results, upload an image with that exact aspect ratio (8:3).

Q: Can I change the font or font size?
A: Not in the current editor. The template uses a fixed font stack and predefined sizes. Only colors, logo, header text, contacts, and social links are customizable.

Q: I accidentally deleted a contact line. Is there undo?
A: No undo. Click + to add a new line and retype the text.

Q: Social links don't show in the preview.
A: Both fields (Name and URL) must be filled for a pair to render. Empty pairs are skipped.

Q: I get "Error save!" toast when clicking Save Template.
A: Check that Template Name (in Metadata) is filled. Also verify no field exceeds its character limit. If it persists, refresh the page and try again — your draft changes persist in the browser until saved.

Q: Can I preview how it looks on mobile?
A: The preview is desktop-width (700 px). The sent email is responsive. For a true mobile test, send a test email from the Journey Editor.

Q: Where is the email body editor?
A: This template defines only the frame (header, logo, footer, contacts, socials). The main content is composed in the Journey Editor when you create an Email step — you write the message there and it gets inserted into this template's content area.

Documentation