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Topics

Campaign

event.spot Knowledge Base

How To Use the Email Template Builder?

Eventspot provides a powerful email template builder so you can design professional-looking emails for your campaigns. This guide covers how to create templates from scratch, clone existing ones, use the visual editor, and work with template variables.

Accessing the Template Builder

The email template builder is accessed during the campaign creation process when you are setting up your email content. You can also access saved templates from the template library.

Option 1: Clone an Existing Template

Step 1: Click "Clone a Template" during campaign creation

When creating a campaign, in the email content step, click the Clone a Template option. This lets you start from an existing design rather than building from scratch.

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Step 2: Choose a template source from the dropdown

Select where you want to clone the template from. You can choose from:

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Step 3: Select a template and click to clone it

Browse the available templates and click the one you want to use. The template content will be loaded into the editor for you to customize.

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Step 4: Edit the cloned template as needed

The cloned template is fully editable. Modify the text, images, layout, and styling to match your campaign needs.

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Option 2: Create a Template from Scratch

Step 5: Click "Create from Scratch"

If you prefer to design your own email, click the Create from Scratch option. This opens the visual email editor with a blank canvas.

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Using the Visual Email Editor (Stripo)

Eventspot uses the Stripo visual email editor, which provides a drag-and-drop interface for designing professional emails without writing code.

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Step 6: Use the drag-and-drop blocks

The editor provides pre-built content blocks you can drag into your email layout:

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Step 7: Edit text and images inline

Click on any text to edit it directly. Click on images to replace them or adjust their size and alignment. The editor supports rich formatting including bold, italic, links, and colors.

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Step 8: Customize styling and colors

Use the style panel on the right to adjust colors, fonts, padding, and borders for each block. You can also set a global color scheme for consistent branding.

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Using Template Variables

Template variables let you personalize emails with dynamic content that is unique to each recipient.

Step 9: Click "Show Variables" to see available placeholders

Click the Show Variables option to view all available template variables. These are placeholders that get replaced with actual contact data when the email is sent.

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Commonly Used Variables

Insert these variables into your email content to personalize each message:

Variables are formatted as placeholders in double curly braces. When the email is sent, each variable is automatically replaced with the actual value for that recipient.

Saving Your Template

Step 10: Click "Save Template" to save your design

Once you are satisfied with your email design, click the Save Template button. This saves your template so it can be reused in future campaigns.

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Step 11: Click "Save & Next" to continue with campaign creation

Click Save & Next to save your email content and proceed to the next step of campaign creation (selecting recipients).

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Editing a Saved Template

Step 12: Open an existing campaign and click "Edit & Save"

To modify a template from an existing campaign, open the campaign and click the Edit Template option. This opens the visual editor with the existing content loaded.

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Step 13: Make your changes and click "Save Template"

Edit the content as needed and click Save Template to update the template.

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Tips for Using the Email Template Builder Effectively

  • Start with a cloned template if you are new to email design, as it gives you a solid structure to work from and saves time compared to building from scratch.
  • Keep your design simple and focused by avoiding too many elements, ensuring your message is clear and easy for recipients to read.
  • Use consistent colors, fonts, and styling to align your email with your brand identity and create a professional look.
  • Always preview and test your template before sending to ensure that formatting, images, and links display correctly across devices.
  • Use template variables thoughtfully to personalize your emails, but ensure that all required fields are populated to avoid blank placeholders.
  • Save your templates regularly and reuse them for future campaigns to maintain consistency and improve efficiency.
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