Create and Manage Email Templates

Our drag-and-drop email editor allows you to quickly and easily create email templates for both campaigns and automations. Each email created with the editor will render a clean and responsive design on almost any email client and device type. 

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Create a new email

To access the drag-and-drop email editor, you first need to create a new email draft:

1. If you plan on building a new automated email, head to Automations and click New Automation. Select which Automation you want to create. Once you’re in the series builder, select the ‘edit’ icon below the email you want to edit. This will open the email editor.

2. If you plan on building a new campaign, head to Campaigns and click New email. Click Choose Template to select a template and access the email editor.

For an existing Campaign draft, you can select Edit design from the Campaign’s details page:

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Choose a template

Privy offers a number of basic and stylized email templates that you can start with. To select a template, click Templates at the top of your editor and select Choose a template from the dropdown menu.

Browse and preview your templates. Once you find the template you want to start with, choose Select.

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Edit the email’s styles

To change the default styles of your email, select the Body tab from the sidebar. This page allows you to change the width and alignment of the email’s content. Additionally, it allows you to update the default background color, font, and link styling options for content added to the template. Content already included or added to the template will not change. 

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Edit the email’s layout

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Add new blocks

To add a new section to your email, drag and drop the Columns block from the Content menu on the left.

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Edit existing blocks

To edit existing blocks, hover over your email content. Click on the background just outside of your email content to highlight the entire block of content.

Add columns: On the left, you can edit the layout by adding or removing columns to your content.

Removing blocks: If you want to remove the entire block of columns, select the ‘delete’ icon on the right side of the block.

Duplicate blocks: If you want to duplicate an entire section in your email, select the ‘duplicate’ icon on the right side of the block.

Move blocks: To move sections of your email, click and drag the blue ‘move’ icon to the right side of the block. You can snap the block to sit in a different location in your email’s body.

Change color and padding: When a block is selected, you can edit its settings (such as it’s background color and padding) on the left side.

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Edit the email’s content

To add content to your email, you can drag any of the content elements from the left side and drop them in your email’s body. Explore the different content options available below:

To edit, duplicate, or remove existing content, click directly on the element you’re looking to edit. Once the content is selected, its settings will appear on the left, and you can delete or duplicate using the icons below the content.

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Personalize your content

Privy offers many different personalization tags that you can insert into your email content to connect with your contacts on an individual level — learn more about inserting personalized content with this guide.

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Insert images from Unsplash

If you’re looking for high quality, professional-looking images to give your email an elevated look, you can insert licensed images from providers such as Unsplash, Pexels, and Pixabay straight from the editor.

Head to the Images tab on the left. You can browse trending images or search for specific keywords. To add the image to your content, simply click and drag it into your email.

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Preview and Test

You can preview your email on desktop and mobile by clicking Preview at the top of the editor. You can also toggle between editing on desktop or mobile view by selecting the desktop or mobile icons in the bottom right corner of your screen.

Select Send test email at the top of your screen to send a test email to up to 5 Privy users at a time.

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Save your template

To save your email as a new template, click on Templates at the top of your screen and select Save email as template from the dropdown menu. Name your template and Save.

Your new email template will appear in your My Saved Templates folder moving forward. Next time you create an email, you can save time by starting with this template and customizing it to fit your needs.