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Creating Email Templates

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Justin Garrett
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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. 


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Creating Templates in SharpSpring 

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 Add Template.
  5. In the left panel, click  email.png  Send Settings.
  6. Enter a title for the email template.
  7. Optionally, enter a description for the email template.
  8. In the left panel, click  grid.png  Content and Layout.
  9. Click either the Simple or Elements tab. 
  10. Drag-and-drop the desired layouts or elements into the template.
  11. In the left panel, click  brush.png  Theme Styles.
  12. Modify template fonts and colors as needed.
  13. Optionally, to edit the template's HTML code, click
    more.png  More Options > View Code. 
  14. Click Save Template.

Once saved, you can begin creating individual emails. Be aware that created email templates in SharpSpring are set, by default, to 720px wide.

  


Click to enlarge.
Important: When using the Send Settings 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.
Note: For best results when modifying layouts, first drag simple layout blocks into your email before dragging element blocks into that layout section.
Note: To remove a theme color in the Theme Styles menu, click the eraser.png   Erase icon next to the color box.

While SharpSpring does not have any specific image size requirements for email templates, consider it best practice to keep image file sizes as small as possible. This helps to facilitate quick downloads. 


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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