Email Templates Section Overview

Andrew B

In this article, we will coverthe Email Templates Section within Marketing. Below is a video to help you get started!

Prior to getting started, you will need to have the following:

  • An active ClickFunnels 2.0 account.

Have you ever sent an email about a new product that is so good that you got a lot of inquiries from the recipients? What if you wanted to use the same email layout for an important announcement but could not find the email design anymore? What do you do? That question (what do you do?) is what email templates solve for you.

An email template helps you rebuild that successful email repeatedly without going through your sent items. Using your ClickFunnels 2 email editor, freely customize email templates for broadcasts, workflows, or sequences.

Please follow the steps below to create an email template from your ClickFunnels 2 account.

Steps To Create An Email Template

  1. Click Marketing from your left-hand main menu.

    1._Marketing_Menu.png

  2. Click Templates from the left-hand sub-menu.

    2._Templates_Sub_Menu.png

  3. Click the Create Template button on your screen's top-right corner or middle.

    3._Create_Template_Button.png

  4. Click the Start from Scratch button to create the email template from scratch (or the Select Template to Install button to upload your existing template).

    4._Start_From_Scratch_or_Select_Template_to_Install_Buttons.png


  5. Fill out the template details’ (5a.) name, (5b.) from address, and (5c.) subject.

    5a_-_6e._Template_Details_Pop-up_Modal.png

  6. Click the (6d.) Discard button to cancel the template or the (6e.) Create Template button to continue to the email editor.

  7. Insert the pieces of elements on your email template from the Content menu.

    7_-_9._Content__Rows__and_Settings_Menu_1_.png

  8. Insert Rows and Columns to your email template by going to the Rows menu.
  9. (Optional) Adjust the general options of the email template by clicking the Settings menu.

  10. Preview your email template by clicking the eye icon menu.

    10_-_11b._Eye_Icon__Template__and_Save_and_Exit_Buttons.png


  11. Hover over the (a.) Templates menu, then select Save Template from the drop-down menu or (b.) Save and Exit to save your template.

  12. The system will display your new email template in the My Templates tab.

    12._My_Templates__New_Email_Template_Display.png

Congratulations! You have created your first email template! Please proceed to the action steps section below to continue to the next step.

Action Steps:

  1. Create an email template. Go to your ClickFunnels 2 account, then create your first email template.
  2. Use your email template. Go to broadcasts, sequences, or workflows, then use your new email template to send a test email to yourself.
  3. Study the new ClickFunnels 2 help page. Go to the new ClickFunnels 2 help page by clicking the link in the additional resources below.

If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.