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Creating Email Templates

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Taylor Glass
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Your marketing content is a reflection of your brand. As such, having the option to create customized email templates in SharpSpring lets you have full control on how your messages will appear in the inbox. This article will detail how to create a custom simple or designer email template.

Note: SharpSpring offers Professional Services to assist with custom design of your templates and emails. 

The following users have access to create email templates:

  • Administrators
  • Marketing Managers


Article Contents


Creating Templates in SharpSpring 

Email templates in SharpSpring are set, by default, to 720px wide. While SharpSpring does not have any specific image size requirements, consider keeping image file sizes as small as possible to facilitate quick downloads. 

To create an email template in SharpSpring, do the following:

  1. In the top toolbar of SharpSpring, click 
    Contents > Email Templates.
  2. Click Add Template.
  3. Enter a name for the template.
  4. Click the Add Template button.
  5. Utilize any or all of the available options to customize the template:

    email.png   Send Settings:
    		   This option group contains the Subject, From Name, From Email, Reply to Email, and other send options.

    When using this option group, the Email Name will auto-fill into the Subject field. Be sure to change it, as the email name is for internal use only.
    grid.png   Content and Layout:
    		   This option group contains a list of draggable layout and content blocks.

    For best results, first drag layout blocks into your email before dragging content blocks into that layout section.
    brush.png   Theme Styles:
    		   This option group contains stylistic standards for the email's fonts, backgrounds, headings, text buttons, and links.
    code.png   View Code:
    		   This option allows you to view and edit the email's HTML code.
  6. Click Save Template.
  


Click to enlarge.
 


A Note on the Email Template Designer

The email designer takes any of the styles in the HTML for Email Standard Styles, pulls them into the database, and removes them from the HTML. Do not be alarmed when these styles are removed from the HTML in the View Code mode.

The email designer will look at the first <style> element in the <head> of the HTML and find the CSS for the relevant classes. If the styles are transparent, that means the color is not in the database. It is either in the email’s standard styles or in the head of the email. If that happens, the color will be set in the database. Though it no longer shows in the head, it will appear.

Use these styles to ensure that your desired global styles are brought in by the email designer. If you make a template outside the SharpSpring application and import it, you will need to put styles in the head.
 


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