Are you wanting to create a custom Email Template, but not comfortable working with code?

We have great news for you: our visual Email Template editor is here! Now you can create beautiful custom Email Templates, without having to touch a line of code (unless you want to, that is — you can still add custom CSS to our visual editor).

Here’s how it works!

How to Create a New Email Template

Head on over to the Email Templates page in your ConvertKit account and click the ‘New Email Template’ button. You’ll be taken to this page:

Here, you’re faced with a choice: do you want to use the visual editor, or the HTML editor? 

That’s right — you still have the option to work with the code editor if that’s what you prefer! Here’s our guide on that. 

NOTE: If you choose the visual editor, you will not be able to access the HTML for your template, but you will still be able to add custom CSS (here's how!). If you choose the HTML editor, you will not have access to a visual editor for your template. You are also not able to switch editors for a template after it has been created.

If you want to work with the visual editor, select one of the top three options. Those are just there as starting points: once you choose one, you can then customize it to your liking!

Styling the Email Content

Once you select your ‘base’ template, you’ll be taken to a page that looks something like this:

With the exception of the section at the bottom (with the Unsubscribe link), the preview content is not editable, but it also will not appear in your final emails. Rather, it will be replaced with what you type in the email editor. For the purposes of the template editor, the preview content is just there to demonstrate what your styling looks like for those different elements.

First off, give your new template a name from the top corner so you can easily identify it from the list:

Then, you get to customize the visual styles! One of the best parts about this editor is that the preview will live-update as you make changes, so you can see how things are looking each step of the way.

The sidebar is organized into the following sections:

  • General styles is where you can select the colors of the email content containers, as well as their width (spacing), and the roundedness of the corners (corner radius).

  • Paragraph styles is where you can modify the appearance of the main body copy.

  • Heading styles is where you can modify the appearance of the heading copy.

  • Button styles is where you can modify the appearance of the button elements.

Remember, the preview on the left will live-update as you adjust these settings. So feel free to experiment to see what style combinations you like!

Adding Additional Content

You can add additional content sections above or below the email content itself. (Remember, the email content is what gets replaced with what you type into the email editor.)

Hover your cursor near the top or bottom of the Email Template until a block appears. Click, and then click the + sign to the left of the screen. Then you can select the content blocks from that list to add to your template, and edit them accordingly.

For example, if you want to add your logo at the top of your template, you can select ‘Image’ and then upload your logo accordingly.

Alternatively, if you’re adding content at the bottom of the template you can also click at the beginning or end of the section with the Unsubscribe link in it, then press ‘Enter’ on your keyboard to create new sections above or below:

Don’t forget that an Unsubscribe link and mailing address are necessary to include in your emails in order to be compliant with anti-spam laws!

Finally, don’t forget to click the red ‘Save’ button in the top right corner when you’re done!

Creating a Custom HTML Email Template

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