Create an email template

An email template is a pre-configured and pre-designed email that you can use for recurring email communications such as anniversaries, welcome or abandoned cart emails, or monthly newsletters. It simplifies the process of creating email campaigns or setting up the Send an email action in automations, ensuring a consistent structure and saving time. 

Before you start

  • Learn more about the differences between email templates used for email campaigns, automations, and transactional emails in our dedicated article What are email templates in Brevo?
  • Set up your brand library so that your email design will inherit your brand properties (logo, colors, fonts) to maintain consistent email branding. 
  • When using an email template when creating an email campaign, only the design of your email template is retained. All parameters, such as sender, subject, preview text, and additional settings, must be configured at the campaign level. To learn more about how to configure your email campaign parameters, check our dedicated article Create and send an email campaign
  • If you only want to save the design of your email template, click More actions > Save as a template directly from the Drag & Drop email editor. To learn more, check the dedicated section in Overview of the Drag & Drop email editor.

✍️ Create an email template

To create an email template: 

  1. Go to Marketing > Templates
  2. Click Create Template and choose Email template
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  3. Click the pen icon icon-pen.png to rename your email template and find it in the list of your email templates easily. This name will only be visible to you. 

The email template is now ready for personalization. You can now choose the sender, subject line and preview text, and design for your email template ⬇️.

🧑‍🎨 Content: design your email content

The design step requires the most work and creativity but has the biggest payoff! 

Click Add content and search for the email design you need in the different categories:

  1. [Recommended] Use a pre-designed email template
  2. Create from scratch

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1. [Recommended] Use a pre-designed email template

Choose from the different categories on the left:

  • Your emails to design from your saved email templates or previous email campaigns' designs. 
    ❗️ Important
    Emails selected from here only preserve the email design. You will need to configure all parameters (sender, subject, preview text, etc.) at the template level.
  • Pre-built templates to design from pre-designed email layouts or intent-based email templates in the drag and drop email editor, such as anniversary or product highlight. 

Click the Preview icon preview-icon.png to see what the emails look like and Use template to open them.

2. Create from scratch

Click Create from scratch and select your preferred email editor to design:

🗣️ Sender: choose a sender 

The sender is the email address and name that will appear in your recipients' mailboxes when they receive your email. The Sender email and name fields are usually automatically filled by default with one of your senders' information.

However, if the Sender step is not automatically filled or if you want to use a different sender for this specific template, you can ⬇️:

🖊️  Select, edit, or add a new sender
  1. Click the Sender email drop-down and choose a sender from your existing ones or create a new one. We may apply priority rules if you define a list of custom senders. To learn more, check our dedicated article Choose the sender for your emails
  2. By default, the sender name is the one linked to the sender email address you chose above. You can override it by entering another name in the Sender name field and customize it with contact attributes. For example, if your company assigns an account manager to each contact, you can insert their name as the sender of the email instead of your company's name. 
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💡 Good to know
Access the Advanced settings of your template to edit and personalize the Reply-To Email address and the 'To' field visible in your recipient's mailbox. 

📣 Subject line and preview text: attract recipients' attention

Add a subject and preview text to your email to allow your recipients to quickly know what your email is about: 

  1. In the Subject line field, enter a description of your email content in a few words. The subject line is the first content that your recipients will see in their inboxes. 
    template_subject-preview-text_en-us.png
  2. (Optional) In the Preview text field, enter a short and attractive text that gives an overview of your email content. It will be displayed below the subject line in your recipients' inboxes and is supported by most email clients. A preview of what your recipients will receive in their inbox is displayed on the right.
  3. (Optional) Customize your Subject line and Preview text with: 

🕹️ Advanced settings (Optional)

Additional Settings are located at the very bottom of your template creation page and allow you to take your email template to the next level. From there, you can add a tag, select the folder where you store your template, customize the reply-to email address and 'To' field, customize the profile update form, activate tracking, or add an attachment. 

Click Show advanced settings to display and configure them: 

🏷️ Add a tag

Add a descriptive tag to your email template and use it in Contacts to filter the contacts who have received it. For example, add the Discount tag to email templates containing discounts to easily find the contacts who received those emails. 

📁 Select a folder for this template

Select a folder in which you want to save your email template for organizational purposes. To learn more about folders, check our dedicated article Organize your campaigns and templates with folders.

📩 Use a different 'Reply-To' email address

The reply-to email address is the one where you want to receive your contacts' replies:

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By default, the reply-to email address used is the one associated with the selected sender. However, you can override it by typing another email address in the Reply-to email address field. To learn more, check our dedicated section in the article Where are reply emails sent to?.

📤 Customize the 'To' field (Recipient personalization)

The 'To' field is located in the email header and shows your recipient's email address: 

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By default, the 'To' field contains your recipient's email address. However, you can override and personalize it with contact attributes. For example, you can personalize it with your recipients' first name, so that instead of receiving an email addressed to 'john.smith@example.com', your contact will receive an email addressed to 'John'. To learn more, check our dedicated section in the article Personalize your emails using contact attributes.

🔄 Choose the profile update form to display

If you added a profile update link in your email design, recipients can update their profile information by clicking it. By default, the Brevo profile update form is available to your recipients, but you can select a customized one from the list. You can also create one by clicking Create form from the list. To learn more, check our dedicated article Update your subscribers' details and preferences (profile update form).

🕵 Activate Google Analytics tracking

Activate Google Analytics tracking to identify and monitor the emails that refer traffic to your website. To learn more, check our dedicated article Integrating Google Analytics with your Brevo account.

📎 Add an attachment

Click Select a file to browse your computer files and add an attachment to your email. You can only add one attachment of less than 4 MB.

💡 Good to know
Accepted file types: .ics, .xlsx,.xls, .ods, .docx, .doc, .csv, .pdf, .txt, .gif, .jpg, .jpeg, .png, .tif, .tiff, .rtf, .msg, .pub, .mobi, .ppt, .pptx, .eps.

🧪 Preview & test

We highly recommend you Preview & test your email template before activating it. Preview your template directly in Brevo or receive it in your inbox or the inboxes of your colleagues. This will allow you to review your email template and get an idea of what it will look like in your recipients' inboxes, so you can spot possible errors before activating it. To learn more, check our dedicated article Preview and test your email.

✅ Save and activate your email template

Once you are satisfied with your template, click Save and choose: 

  • Save to save it in your list of email templates as Inactive. You will not be able to use it. 
  • Save & Activate to save your email template and activate it to use in your email communications. 
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❓Where can I find and use my email templates? 

Your email templates can be found:

To learn more, check our dedicated article Where can I use my email template? (Campaigns, Automation & Transactional).

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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