Navigate to Email Builder:

• Go to Marketing > Email Builder.

Select or Create a Template:

• Choose an existing holiday email template (e.g., EB. 01 - Happy New Year, EB. 12 - Happy Holidays) or create a new one.

Customizing the Content

Edit Text:

• Click on text elements to edit the content.
• Personalize the greeting (e.g., "Dear {{FirstName}},").
• Craft a heartfelt message that aligns with the holiday and your brand’s tone.
  • Example for New Year: "Wishing you a prosperous New Year from all of us at {{BusinessName}}! May the coming year bring joy, health, and success."

Add Personalization Tokens:

• Use Custom Values to personalize the message dynamically.
• Insert tokens like {{FirstName}}, {{BusinessName}}, and {{CurrentYear}} to make each email feel unique.

Incorporate a Strong Call-to-Action (CTA):

• Add a CTA that aligns with your holiday message, such as a link to a special offer, a holiday greeting card, or a festive blog post.
  • Example: "Celebrate with us by enjoying a 20% discount on your next purchase. Click here to redeem your offer!"

Enhancing Visual Elements

Update Images:

• Add holiday-themed images that align with your message and brand.
• Ensure the images are high-quality and optimized for email.

Use Festive Colors and Fonts:

• Customize the email’s color scheme to reflect the holiday spirit. For example, use red and green for Christmas, or gold and black for New Year’s.
• Choose fonts that are festive yet readable.

Add Holiday Graphics:

• Include icons, borders, and other graphic elements that enhance the holiday theme.

Customizing Workflows: EB. 01 - Happy New Year, EB. 12 - Happy Holidays

After customizing your email templates, the next step is to integrate them into your workflows.

Access Workflows:

• Go to Automations > Workflows.

Select the Relevant Workflow:

• Choose the workflow you want to update (e.g., EB. 01 - Happy New Year, EB. 12 - Happy Holidays).

Update the Email Step:

• Find the step in the workflow where the holiday email is sent.
• Replace the existing template with your newly customized one.

Set Timing:

• Adjust the timing of the email to ensure it is sent at the appropriate time before the holiday.
• Example: Schedule the "Happy New Year" email to be sent a few days before January 1st.

Example: Customizing EB. 01 - Happy New Year

Edit Text:

• Personalize the greeting: "Dear {{FirstName}},"
• Craft a New Year message: "As we step into a new year, we want to thank you for being a valued part of our community. Wishing you a prosperous and joyful 2024 from all of us at {{BusinessName}}!"

Add Visual Elements:

• Insert a festive New Year image.
• Use gold and black colors to reflect the New Year’s theme.
• Include a CTA: "Kickstart your New Year with our exclusive offers. Click here to explore!"

Example: Customizing EB. 12 - Happy Holidays

Edit Text:

• Personalize the greeting: "Season’s Greetings {{FirstName}},"
• Craft a holiday message: "Warmest wishes from the {{BusinessName}} team. May your holidays be filled with joy, love, and laughter."

Add Visual Elements:

• Insert a holiday-themed image.
• Use red and green colors to reflect the holiday spirit.
• Include a CTA: "Celebrate with us! Enjoy a special holiday discount by clicking here."

Final Review and Testing

Before activating your workflows, it’s essential to review and test your customized holiday messages.

Review the Templates:

• Ensure all text is accurate and free of typos.
• Verify that all Custom Values are correctly applied.

Test the Emails:

• Send test emails to yourself and a few colleagues to check how the emails appear on different devices and email clients.
• Make any necessary adjustments based on the feedback.

Activate the Workflows:

• Once you are satisfied with the customization and testing, activate the workflows to start sending your holiday messages.