Email Template Design

Create an Email Template

  1. Select Communication from your Simplero Dashboard
  2. Select the Email templates tab
  3. Click the blue + Add a template button in the upper right corner

    Add_a_template_button
  4. Choose either our Simple or Plain template as your starting point (see below for next steps) or select the blue Create a new template from scratch in HTML button (see below for next steps)

    Select_new_email_template
  5. For the Simple or Plain template:

    Edit_Simple_Email_template
    • Complete the options in the screen to give your template a name, load a header image, adjust the colors to your branding etc.
    • You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page
    • Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more

  6. To Create a new template from scratch in HTML, you will need to know HTML or have a knowledge of how HTML works.

    Edit_new_template_in_HTML
    Edit_new_template_in_HTML(2)
    • Give your template a name and adjust your HTML code as needed
    • You can see a Preview of your template on the right side of the screen or click the Preview changes in a new window button on the bottom of the page
    • Scroll down to the bottom and click the blue Save changes when you're done or Save and continue editing button if you want to edit some more

What happens if I delete an E-mail template?

We know a business is an ever-growing ever-evolving life form. It is your baby and you want the best for it and so do we. So there are going to be times when you will just want to flat out delete an old email template and that is okay! You go right ahead and do just that. If that template is still being used somewhere the system will automatically switch to using the current default template in your account.