How To Create An Email Template

Overview

This article guides users on how to create an email template within the Intellia platform. It outlines steps like accessing the Templates section, entering email content, and saving the template for future use. The process helps streamline email communication through reusable formats.

 

To create an email template in Intellia, follow these steps:

Step 1 :  Go to Marketing > Email > Templates

Step 2 : Create a New Email Template

• Click + New Email to start creating a new template.

Step 3:  Choose a Template Format

• You’ll be presented with two options for building your email :
• Design Editor (drag-and-drop editor)
• Custom HTML (for advanced users who know HTML)

Choose Design Editor if you want an easy-to-use drag-and-drop experience.

Step 4 : Design Your Email

• Use the drag-and-drop blocks on the left side to add elements like text, images, buttons, dividers, etc.

• Customize the elements by clicking on them and editing the content, fonts, colors, and layout.

• You can also insert dynamic fields like the contact's name or custom values by clicking the "Custom Values" button to personalize your emails.

Step 5 : Save Your Template

• Once you’ve designed the email template, click Save at the top of the page

• Name your template for easy reference later.

Step 6 : Test Your Template

• To ensure the email looks good across devices, you can use the Preview button at the top right to see how it will appear.
• You can also Send Test Email to yourself to check it in an actual inbox.

Step 7 : Edit or Clone Templates

• If you want to make changes or create a variation of an existing template, go back to the Templates section, find the template you wish to edit or clone, and use the available options.