Creating and customizing branded emails using email templates

Follow the steps below to create and personalize branded emails:

Step 1 - Creating an email from a template

https://drive.google.com/file/d/1tBqShGo1e_nEmlHxjl-Sr-E_Mydcx1yX/view

Step 2 - Branding your email

https://drive.google.com/file/d/1Ac-CbfRYSBJY0OpVMlFDLmOIjRGqrPOF/view

Step 3 - Editing your email

https://drive.google.com/file/d/1Ivq08ckkhj7e4dZDNPucv8FwG4B6CrLR/view

Text instructions

1. Log into your instance.
2. Click on “Marketing” on the left sidebar
3. Select “Templates” under Emails in the top menu item.
4. Click “Create Folder” and name it something relevant (e.g., Newsletters) to organize your templates.
5. Open the folder named “Brand Email Templates”.
6. Choose and clone a template that you’d like to use. 
7. Move the cloned email to the folder you created in step 4. To do this, click “Actions” beside the email and then select “Move To Folder.”
8. Begin customizing the cloned email using the design editor, tailoring it to match your company’s branding. You can edit images, texts, or even remove sections that are not needed. 
9. Ensure to save after you complete editing your emails.