How to Customize Your Email Templates

This section provides step-by-step instructions for personalizing your email templates. Learn how to align them with your brand for consistent, professional communication.

Steps to customize your own email templates

Follow this step-by-step guide to customize your email templates.

1. Access Email Templates

• Log in to your agency account.
• Navigate to White Label and select Email Templates.
• Click the Edit button to start customizing.

2. Personalize Emails Using Placeholders

• Template Name: You can rename your email template.
• Insert Variables: Use the $ on start of your field name.
• Email Subject and Content: Modify the subject line and email body as needed.
• Formatting Options: Customize the font, style, size, and other visual elements to suit your preferences.

3. Send Test Email and Save

• Click the Send Test Email button and select Send Now.
• Check your inbox to preview the email's appearance.
• If everything looks good, click Save & Publish to finalize your template.

Note:

• Check your spam folder if you don’t see the email in your inbox.
• If not received, click "RESEND" to send it again.