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Create an email template

Last Update: Oct 2024 • Est. Read Time: 3 MIN
To check plan availability, see the pricing page.

Create and personalize up to 50 custom email templates to standardize your outbound emails for your brands and teams.

Who can access this feature?
User typesAdmins can create email templates.


In this article:

Add a new email template

You can create up to 50 new templates.

To add a new email template:

  1. Go to Settings> Administration > Email Templates.
  2. Select Add Template.
  3. Select an editor for building your template:
    • The visual builder option allows you to design a template with a visual editor without additional code.
    • The code editor option allows you to code your own template with custom HTML.
  4. Enter a descriptive Template Name.
  5. Select a Template Type from the following options:
    • Email Reply: Customize an email reply.
    • Email Auto Response: Customize an auto-reply to send a message receipt confirmation for customers.
    • Email Satisfaction: Customize a satisfaction (CSAT) survey to send after a conversation is marked done in Kustomer.
    • Email Forwarding: Customize the conversation transcript sent when you forward a conversation.

  6. Select Create to open a new email template in your selected editor. The new email template will be pre-populated with Handlebars templated data attributes based on your selected template type.
  7. Edit the template with your selected editor. Select Preview to preview your template for web and mobile screens.
  8. Select Save to save a version of your template.

Once you save your new email template, you can view and manage it on the Email Templates page under the tab for the template type category.

Use the visual builder

To open and edit your email template in the visual editor, select Visual Builder when you add and create a new template. The visual editor displays your template design and content in the main workspace. The right-hand panel displays different settings based on the element you select on the email template.

Note: The visual editor supports hexadecimal, RGB, and HSL values for all color settings.

Email templates visual editor in Kustomer.

In the visual editor, you can customize the following sections for each email template:

Template Settings

Use the template settings to:

  • Change the name of the email template
  • Open and edit previously saved versions of the email template
  • Convert your design into code you can edit with the code editor

Note: Once you convert your design from the visual editor to the code editor, you won't be able to reverse the action.

Convert to code modal for the email template visual editor.

Canvas

Customize the background color for your email template.

Header

Customize the email header with a background color or image (recommended width: 600px), and a header image or logo (recommend width: 300px).

Body

Use the rich text editor to customize the email body with a background color, header text, and body text.

Type in dynamic text and snippets to personalize the body content further with custom text and data.

Footer

Customize the footer with a background color, footer image (recommended width: 300px), footer text, and social media icons. 

You can select and link to multiple icons from the following social media options: Facebook, Instagram, Twitter, Pinterest, LinkedIn, and YouTube.
Visual editor for email template footer.

Use the code editor

To build your email template in the code editor, you can either 1) select Code Editor when you add and create a new template, or 2) select Convert to Code from the Template Settings for an email template you've built with the visual editor.

Note: Once you convert your design from the visual editor to the code editor, you won't be able to reverse the action.

You can update the email template name, view and edit any previously saved versions, and edit your custom HTML code in the code editor.

Each template in the code editor will be pre-populated with default HTML and necessary Handlebars templated data attributes to get you started based on the selected email template type. To view the Kustomer data attributes available for Handlebars formatting, see Data attributes available for email templates.

You can select Preview to view your email template design for web and mobile before you select Save to save any changes.

You can also select Reset to Default at the bottom of the code editor to reset your code to the default template type for your email.

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