Email Templates

You can build pre-made email templates in your event dashboard to easily create multiple high quality emails without having to start with a blank slate each time you want to send a new email. 

Note: These templates cannot be copied across multiple ticket events, unless you make a copy of the entire ticket event. If you are looking to send emails across multiple ticket events, we recommend using our Organization Email Marketing tool. 

Create a New Email Template

To begin creating email templates, go to Email >> Templates >> Your Saved Templates in your event dashboard, and click Create New Template.

When creating a new email template, start by selecting if you would like to use one our System Templates, Pre-Built Email templates, or work off one of Your Saved Templates: 

System Templates

You can choose from one of our System Templates to begin creating a brand new email template. There are three system template options to choose from:

• Start from Scratch
• Basic Template
• Use Your HTML

Start from Scratch

You will be taken to our Email Builder where you can add sections and content. By default, you will have your logo, event name, a Sign Up button, and a Donate button (if donations are enabled) in your email header and your logo, event name, and an unsubscribe link in your email footer:

Basic Template

We currently offer a basic template option to help you get started building your email. This is similar to starting from scratch, but it gives you a default section already added to your email to begin your design:

Use Your HTML

If you have designed an email template using another tool, you can export the HTML code and use it to build your template in Email Builder. In the Email Builder design board, you can Enter Raw HTML and then make edits within the content section:

Pre-Built Email Templates

You can build off of one of our Pre-Built Email Templates to create your own email template.

Click the dropdown to choose from one of the subject categories, and the select the template you would like to use: 

Your Saved Templates

You can build off of one of Your Saved Templates that you have previously created. 

Note: This will not edit your existing saves templates. It will allow you to build off of your existing templates to create a new one.

Once you have selected from these options, you can begin building your email. 

Building Email Templates

Once you have selected how you would like to start your email template, you will use the Email Builder to customize the template. You can edit your email template header and footer and add various content sections to build out the content and create a professional-looking email template. 

You can customize your email header and footer by clicking the gear in the upper right corner of each section. 

Email Header Settings

You can hide the default header at the top of the email by checking the Hide Organization Info checkbox. When checked, the top the email will start with the first content section you have created. 

There are two Header Layout Options to choose from: 

1. Horizontal: This is the default option that includes your logo, event name, a Sign Up button, and a Donate button (if donations are enabled) in your email header. 
2. Vertical: This option will center the event name and logo, and it will hide the Sign Up and Donate buttons:

In addition, you make the following edits to the Email Header:

• Organization Name: By default, this is the name of the event. You can change this by inputting a custom preferred name in the text box.
• Organization Logo: By default, your Website Logo, which you can edit under Website >> Event Theme >> Logo, displays in the header. You can select Custom Logo to upload a different email header logo or select None to remove the logo from the email header. In addition, you can click the Logo Size Options dropdown, and select to display the logo as Small, Medium and Large. By default, the logo is Medium sized:
• Banner Image: By default, the None option is selected and there is no banner image in your email header. You can select to use the Website Banner image, which you can edit under Website >> Event Theme >> Homepage Banner Image, or upload a Custom Banner. This image will display at the bottom of the header: 

Once you are finished updating your Email Header Sections, click Update.

Email Footer Settings

You can hide the email footer at the bottom of the email by checking the Disable Footer checkbox. 

In addition, you make the following edits to the Footer:

• Organization Name: By default, this is the name of the event. You can change this by inputting a custom preferred name in the text box.
• Organization Logo: By default, your Website Logo, which you can edit under Website >> Event Theme >> Logo, displays in the footer. You can select Custom Logo to upload a different email footer logo or select None to remove the logo from the email footer. In addition, you can click the Logo Size Options dropdown, and select to display the logo as Small, Medium and Large. By default, the logo is Medium sized:

Theme Color

On the righthand side of the Email builder you can select your Theme Color. By default, your email template pulls in the primary theme color from your website (Color 1 under Website >> Event Theme>> Color Scheme) so that there is consistency between your website and email communications. You can update this by clicking into the color and choosing a new option:

Add Content

Between the header and footer is where you can start adding sections to display your content. To begin adding content sections, click the +Add Section to Email in between the header and footer or on the right hand side of the email builder. 

When you click +Add Section to Email, you are give the option to add a One Column or Two Column section:

One Column: 

Two Column:

Next, click the + button within a section to Add Content:

Then, choose your content type from the options provided:

• Text
• Feature 1 (text + button, dark background)
• Feature 2 (text + button, white background)
• Image, text, button
• Button
• Image
• Divider (a line that can create spacing between sections)
• Image Group

Note: All content types can be utilized with a single or double-column section.

You can also click on the type of content you want for the section from the Content Blocks sidebar on the right hand side of your screen:

You can add multiple content blocks per section. For example, add text, then add a button. Click on the + symbol within the section to bring up the “Add Content” pop-up or click on the content blocks on the right hand side of the screen. 

You’ll notice that the section you are adding content to is framed for easy identification:

Use data replacement tags to personalize your emails and show your understanding and appreciation of your attendee's relationship with your event and organization. You can choose from the dropdown menu or just start typing a % and the full list will automatically appear – as you continue to type, the list of tags will narrow down to the one you are looking for:

For more information on email replacement tags, you can view our help guide here.

Edit or Delete Sections

Each content section will have a gear icon in the top corner of the section where you can edit the content settings, Headings, Call to Action buttons in the section (when you have a section heading), and Images or change the content alignment.

To edit the additional content in certain sections, such as text, buttons or image groups sections, click directly into the content.

You can remove entire sections or content by clicking on the trash can icon.

Once you have finished building out your email template, click the Save button. 

You will be prompted to Name Your Email Template:

After you type the template name, click Save, and you will be redirected to the Email Templates page where you can view your saved template(s) and create a new template again:

Using Email Templates

Once you have finished creating your email template(s), you can always find your saved templates under Email >> Templates. From here, you can use the icons at the bottom of each template to take action with that particular template.

Send Email

Use the mail icon to send an email using that pre-built template:

This will direct you to the Send Email page where you can select recipients, add an email subject, and edit the email pre-built content, and then you can continue through the process of sending an email. 

Note: You can also select the template when sending an email under Email >> Send Email. When you click Create Email, you will have the option to select from System Templates, Pre-Built Emails, or Your Saved Templates:

For more information on sending an email, you can review our help guide here. 

Edit Template

Use the edit option to make adjustments to your saved template.

Copy Template

Use the copy option to make a a copy of the email template.

Note: When copying an email template, you will be directed to the email builder where you can make any additional edits to your template content and/or change the template name.

Delete Template

Use the delete option to delete the template.