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Automations: Personalize emails with newsletter-style templates

David Chong avatar
Written by David Chong
Updated over a week ago

Write your emails with photos, buttons, colors, your brand and much more with the new templates incorporated in the Automations section. Design with the new editor and send your newsletter-style emails.

In "Automations" when you select: Send Email and/or Send Discount Coupon , it will give you the option to generate the email text through a text editor, or through a predefined template:

If we choose the option From "Send Using Template" , the following window will appear, where we can choose which predefined template we want to use:

When selecting it, it will ask us to Let's assign it a name so we always have it identified.

Clicking Create will generate the template and take us to the Email Template Editor.

If you want to see in detail how to use this editor, you can do so through this other help article .

Once you have customized the template to your liking, don't forget to save it. You can have as many custom templates as you want so you can assign different ones to each of your Email Automations.

When an Automation has an action of Send Email or Discount Coupon assigned, and has a Template assigned, it will indicate:

From there, you can continue editing your template or change it to a different one.

You'll always have access to the templates you've already customized, and you can perform various actions on them:

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