Quick Answer
How do you create an email template in BizStackPro?
Go to Marketing → Emails → Templates, click + New, choose the editor that fits your workflow, build the layout, customize the content, preview the template, and save it for reuse in future campaigns.
Overview
Email templates are reusable layouts that you can design once and use across multiple campaigns.
The template provides the starting structure for branding, sections, spacing, and buttons, while the campaign-specific message can be added when you create the actual email campaign.
Start with a master brand template
Create one reusable template with your header, footer, button style, and spacing, then duplicate it for newsletters, promotions, updates, onboarding emails, and other campaign types.
Email Templates at a Glance
Before You Begin
Decide what type of template you want to build and how much control you need over the layout.
- Decide whether you want a visual, plain-text, or HTML-based template.
- Have your basic branding, content structure, and commonly used sections ready when practical.
- Plan to preview the finished template on desktop and mobile.
Accessing the Email Builder
Step 1: Open Emails
Go to Marketing → Emails.
Step 2: Open Templates
Select the Templates tab.
Step 3: Create a Template
Click + New to begin creating a new email template.
Editors Available
Choose the editor based on the type of email you want to create and the amount of design control you need.
Code Editor
Best for advanced users who want direct HTML control over the email.
Plain Text Editor
Useful for simple emails with basic formatting, links, and images.
Design Editor
Provides drag-and-drop layouts, rows, columns, and visual styling and is suitable for most template-building workflows.
Standardize in the Design Editor first
If your goal is consistent branding, build the reusable layout in the Design Editor first and use the Code Editor only when custom HTML is actually needed.
Using the Design Editor
Step 1: Choose a Starting Layout
Start with a Blank Template or choose a pre-made template from the library.
Step 2: Add the Layout Structure
Insert rows and columns to create the main sections of the email.
Step 3: Add Elements
Drag in elements such as text, images, buttons, dividers, videos, and social links.
Step 4: Adjust Appearance
Use the available appearance controls for backgrounds, fonts, spacing, and custom CSS when available.
Step 5: Preview and Save
Review the layout on desktop and mobile, then save the template for reuse.
Give the content enough space
Many templates use minimal spacing around text. If the email feels cramped, increase section padding and line spacing before saving the design.
Custom Values and AI Content
Custom Values
Add personalization placeholders for information such as a contact name or business name.
Confirm Before Sending
Always confirm that the custom values populate correctly when you create the actual campaign.
AI Content
When available, AI content tools can help draft or refine sections of the email more quickly.
Keep templates structure-first
Use the template primarily for layout and branding, then write or update the final campaign-specific message when creating the campaign.
Error Warnings (Custom Values)
If a custom value contains a syntax problem, the Email Builder may display a warning at the top of the editor.
Use the warning prompt to locate the element that needs attention, correct the custom value formatting, and save the template again.
Previewing Your Template
- Open the preview option, often found in the three-dots menu, and switch between desktop, tablet, and mobile views.
- Send a test email to yourself to check the template in a real inbox.
- Review spacing, button size, image width, and how easy links are to tap on mobile.
Pro Tips
- Standardize: Use one master template and duplicate it for different campaign types.
- Test first: Send a test email to yourself before sending to a list.
- Mobile-first: Use larger buttons, fewer columns, and more spacing where appropriate.
- Preview often: Fix small layout and spacing problems while you are building instead of waiting until the end.
Frequently Asked Questions
How do I choose the right editor for my email template?
Can I use custom values in my templates?
How do I preview my email template?
What if I want to edit a pre-made template?
Continue Learning
Continue with related Email Builder and Email Campaign guides for working with templates, mobile layouts, and campaign creation.
