You can easily customize system email templates within your agency account to help maintain a cohesive brand experience. This allows you to tailor important communications—such as Welcome, Password Reset, and Verification emails—to match your brand's identity. This guide outlines how to modify system email templates in your agency account, giving you full control over how your emails are presented to clients.
What You Can Customize
- Customizable Templates: Adjust the content of the Welcome, Password Reset, and Verification emails to better reflect your brand’s tone and messaging.
- Logo and CTA Color Updates: Update the logo and customize the Call-to-Action (CTA) button colors to ensure they align with your branding.
Customizing System Templates
Create a New Template (Optional)
To begin, go to Email Marketing > Templates in a sub-account you can modify.
Next, select the “+New” button to create a new template and choose Email Marketing Templates from the menu.
Locate the system email you wish to update and proceed with editing.
Customize the email by adding text, images, and other branding elements.
Use System Emails custom values (like logos or CTA button colors) from the builder’s custom options to enhance the custom template.
Access System Email Settings
With your template now in place, go to Agency Settings and select System Emails. This tab will display all available system email templates for customization.
Modify an Existing Template
Find the email template you want to modify (e.g., Welcome Email, Password Reset Email, Verification Email), then click “Change Template”.
This will prompt you to:
- Select Subaccount: Choose the subaccount the template was built in.
- Choose Template Path: Select the folder where the template is stored.
- Choose the Template: Click on the template to be used.
Click “Change” once you have verified your selections.
Customize the Logo and CTA Colors
Now, head to the System Emails Settings to upload your logo and adjust the CTA button colors to align with your brand.
Save the changes to update the templates.
By following these steps, you will ensure that your system emails remain consistent with your brand, creating a more professional and cohesive experience for your clients.
Frequently Asked Questions
Q: How do I revert changes if I don’t like them?
- You can return to the template editor to restore a previous version or manually adjust any changes you’ve made.
Q: Can I preview my email changes?
- Yes, you can preview your changes using the test email or preview feature in the email builder before applying them.