Create a custom template

A template is a reusable email design that can be included in your campaigns as the content to be sent to the recipients. In this article, it is explained how to create your own custom templates.

In this section

Steps to create a new template
About merge tags
About the editor

Steps to create a new template

In order to create a new template, the next steps are required:

  1. Go to the TEMPLATES view. It is accessible from the sidebar, the main navigation menu and from the ACCOUNT view.
  2. Have a look at the set of provided templates and select one of them as the starting point to create your own design. Here it is possible to filter by template name or to show only your own templates.
  3. Once the design is loaded in the editor, it is time to express your creativity
  4. You can rename the template.
  5. When you are ready to save your changes, there are three options:
    1. Click on ACTIONS menu > Click the MAKE A COPY option to create a new separated template with the contents of the editor.
    2. Click on ACTIONS menu > Click the SAVE CHANGES option to update the current template with the changes made. If the chosen template is a provided one, a copy will be made instead.
    3. Click on ACTIONS menu > Click the DELETE option to delete the current template (only visible if the template was created by you).

About merge tags

At this point, no merge tags could be suggested by the editor, as merge tags are linked to specific lists, and templates are not tied to specific lists. So, there are two different options:

  • You can wait and add merge tags at campaign creation time
  • If you have a set of merge tags present in all your lists, you can write the reference to the tag manually in all text components. The format to reference a merge tag is shown in the following example:
  • Example spreadsheet Available merge tags
    • *|EMAIL|*
    • *|TAG_1|*
    • *|TAG_2|*
    • *|TAG_3|*

About the editor

Gumbamail integrates the BEE editor, which allows you to create elegant, professional, and responsive designs for your emails in an easy and quick way.

For guidance on how to use the editor components and to take advantage of recommendations and design criteria, it is recommended to:

  • Have a look at the official Bee blog: Become a master of the email design.
  • Check out the Bee support page: Learn how to use the components.