Email Templates - Creating new templates
The 35 system templates are sent automatically via the legacy flow. The Email Template Designer lets you create new branded versions of these templates - customized with your brand’s theme, content, and messaging. When you publish a branded version as Active, it replaces the system default for that email.
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Note: This section covers creating branded versions of existing system templates. For creating rule-based custom templates triggered via the Orchestrator, see Section 10. |
When to create a branded version
You might want to create a new branded version of a system template when:
- You want to add your brand’s logo, colors, and voice to a system email
- You want to change the default copy or subject line to better fit your community’s tone
- You want to add additional context (e.g., onboarding guidance in the Registration Confirmation email)
- You want to include more relevant links or CTAs than the system default provides
Step-by-step: creating a template
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Step |
What to do |
Notes |
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1 |
Click “+ New Template” on the dashboard |
Top-right corner |
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2 |
Select a Category |
Select the category matching the system template you want to customize (e.g., Authentication, Events, Engagement). For rule-based custom templates, use the Rules category - see Section 10. |
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3 |
Select a Sub-Category |
Pick the specific system template to create a branded version of (e.g., Email Change Confirmation, Mentions) |
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4 |
Choose a creation method |
Blank template (empty canvas) or From system template (pre-built base to customize) |
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5 |
Click “Continue to Builder” |
Opens the template editor |
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6 |
Build your template |
Use blocks, variables, and background settings (see Section 4) |
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7 |
Save Draft or Save & Publish |
Draft = not sent, system template continues. |
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Note: Start with “From system template” for your first branded versions. It gives you a working structure to modify, which is faster and less error-prone than starting blank. |