Creating Emails from Designer Templates

Article Contents

• Creating Emails from Designer Templates
• Customizing Designer Email Text
• Changing Designer Email Colors
• Adding Content and Layout Blocks
• Available Content and Layout Blocks
• Send Settings 
• Additional Designer Email Options
• Copying Designer Email Templates
• Editing Copied Designer Email Templates
• Removing Copied Designer Email Templates
• Designer and Legacy Template Differences
• Ready to Learn More?

1. In SharpSpring's top toolbar, click
   New > Email. 
2. Click the Designer Templates folder.
3. Hover over a template.
4. Click + Create Email.
5. Enter a name for the email.
6. Optionally, if applicable, do the following:
   
      •   If you have Granular Unsubscribes
           enabled, choose an unsubscribe category.
   
      •   Click the Make Available as a Smart
           Mail in Contact Manager checkbox to
           send the email as a Smart Mail.
   
      •   Click the Include “view in browser” link
           checkbox to have the email open in a
           browser window. 
7. Click Add Email.
8. Click Save.

To edit text in an email, do the following: 

1. In a designer email, click directly in the email's text.  
2. Utilize the features in the email designer to modify text.
3. Click Save.

Adding merge variables will personalize your email by dynamically pulling information about your lead into the email.

To customize the colors within your email, do the following:

1. In the left sidebar of a designer email, click
     Theme Styles.
2. Adjust any of the following parameters:
   
     •   Header Background
     •   Content Background
     •   Footer Background
     •   Email Background
     •   Headings
     •   Text
     •   Links
3. Click Save.

1. In the left sidebar of a designer email, click
     Content and Layout.
2. Drag-and-drop Themed and Simple layouts into the email designer to change the format of your email.
3. Drag-and-drop Elements to add an additional Image, Text, or Button to your email.
4. Click    Move to reorder any content or layout blocks.
5. Click Save.

Click to enlarge.

Themed:

Themed blocks are content and layout blocks that are pre-designed. They can be dragged-and-dropped or reordered in emails.

Simple:

Simple layouts are layouts with simple, generic visual structures. They can be dragged-and-dropped or reordered in emails. Available simple layouts include:

   •   Header or hero
   •   1 column layouts
   •   2 column layouts
   •   3 column layouts
   •   Footers (including social icons)
   •   Pre-header text

Elements:

Elements are customizable aspects of an email. They can be dragged-and-dropped or reordered in emails. Elements include:

   •   Images
   •   Text
   •   Buttons

1. In the left sidebar of a designer email, click  
     Send Settings.
2. Adjust any of the following parameters:
   
     •   Subject
     •   From Name
     •   From Email
     •   Reply-To Email
3. Click Save.

1. In SharpSpring's top toolbar, click
   Content > Email Templates. 
2. Click the Designer Templates folder.
3. Hover over a designer email template.
4. Click    Options > Copy Template.
5. Enter a name for the template.
6. Click Copy Template.
7. Click Save Template. 

Click to enlarge.

Once made into a copy, designer templates can be edited. To edit designer templates, do the following:

1. In SharpSpring's top toolbar, click
   Content > Email Templates. 
2. Click the Miscellaneous folder.
3. Hover over a designer email template.
4. Click    Options > Edit Template.
5. Add, remove, copy, or edit content in the template.
6. Click Save Template. 

To delete a copied designer template and permanently remove it from SharpSpring, do the following:

1. In SharpSpring's top toolbar, click
   Content > Email Templates. 
2. Locate the target designer email template.
3. Hover over the designer email template.
4. Click    Options > Remove Template.
5. Click Yes, I'm sure.

Click to enlarge.

Click to enlarge.