An email template is a ready-made layout you can pick in a mailing or a scenario. You build it in a visual editor from blocks: heading, text, image, button, columns.
Where to find it
Sidebar -> Marketing -> Templates. Available to managers and above. Tabs:
- My templates are your organization's templates. This is where you create, edit and delete them.
- System are ready-made HubNext templates (welcome, promo, news, reminder and others). They cannot be changed, but you can take one for yourself.
- Variables is the list of placeholders (
{client_name},{org}etc.) with example values.
How to take a system template
- Open the System tab and click the template you need.
- It opens in the editor as a draft named "Copy: ...". Nothing is created until you click Save, so you can simply close the page.
- Adjust texts, links and images, then click Save. The copy appears on the My templates tab.
Mailings and scenarios can use only your own templates. To use a system one, open it and save it to your templates first.
A "Has placeholder links" badge on a card means the email still has example.com links -- replace them with real ones before use.
The template list
Both the My templates and System tabs have a search box (matches Cyrillic and Latin spelling alike). On your own templates, the card has Duplicate (makes a copy with the same content) and Delete buttons, no need to open the editor.
The editor
- On the left are the Blocks, Styles, Settings and Layers panels. Drag a block onto the email; click a text to edit it.
- Variables (button in the header) inserts a placeholder where the cursor is in the text. It is replaced with the client's data when the email is sent.
- Images: click an image in the email and choose a file in the Select image window. Your own files are on top; the Library section holds ready-made HubNext images.
- Preview shows the email as the recipient will see it -- no editing borders, with sample data instead of
{client_fname}and other variables. The Exit preview button returns to editing. - Send to email sends the current look as a single email to any address so you can check it. Placeholders are replaced with samples.
- Show MJML and Show HTML show the source and the final code.
- Placeholders: words in CAPITAL letters in square brackets, for example
[STATUS], are places you must fill in yourself. On save and on test send the editor warns if any are left; a mailing or scenario with them can only be started after confirmation. - Background of the whole email: deselect everything (click an empty place on the canvas) and set Page background in the Whole template panel on the right. A single section's background is set in that section's properties.
Placeholders
You can write {client_name}, {client_fname}, {manager}, {org} in the text. The Variables tab shows what will be inserted and roughly how it looks. Highlighted values on that tab are samples that differ for every client.
Language versions
One template can be kept in several languages: Kazakh, Russian, English, German, French, Kyrgyz and Uzbek. In the editor, below the title, you see the Language versions row.
- At first a template has one version, Multilingual (for example, Kazakh text followed by Russian in one email). It is also the default version (star).
- Language — add a version in the chosen language. The new version is a copy of the default one and is edited on its own: changes in one language do not affect the others. The template title is shared by all versions.
- Make default — make any version the default one, including a language version.
- Delete version — remove a language version. The default version cannot be deleted: assign another one first. The main version can only be removed together with the whole template: Delete in the template menu deletes the template with all its languages.
When sending, every recipient gets the version in their own language (Preferred language on the client or lead card). If there is no such version or the language is not set, the default version is sent. A copy of a system template takes all its language versions. The template card in the list shows the language codes.