Marketing - Email templates

Hey Sally, hope you are well. I think both the previous suggestions are good - the Xplan email wizard is a little limited, but it can give you some good ideas on layouts etc.

You can manually design the layout of an email template in Xplan by inserting a table with 3 rows - insert your banner into row one as an image, use row 2 for content and insert a footer image into row 3. Centre the table in the email editor and add in some basic code for recipient and sender sign off.

Once you've got your base email template set up, test it across different mail clients (gmail, outlook) and devices (desktop, tablet, phone) to make sure the formatting and images appear as you want. Each time you want to create a new template, copy the source code from your base template and paste into the new template.

There's good article in the Community around Email Templates: Design Tips from a few years back with useful tips like including images or video to make content more engaging or how to include an unsubscribe option by creating a hyperlink in the template that links to a custom boolean unsubscribe field.

You can include social media icons as images and hyperlinks to your pages.

It can take a little time to get right, but once you do, emails out of Xplan can look super professional and engaging.