Email Template

Email templates can be efficiently created using the Advantus interface. The Advantus platform provides a user-friendly template editor that allows you to design, customise, personalise, and manage your email templates with ease.

Pre-requisites

Configure Email Setup: Ensure that your email domain and sending infrastructure are properly configured for sending emails.
Compliance with Regulations: Ensure compliance with email marketing regulations by obtaining user consent for communications.
Permissions to Create Templates: Ensure you have the necessary permissions or access rights to create and manage email templates within your chosen platform.
Familiarity with Liquid Syntax: Understand the Liquid syntax required for personlisation in content.

How to create a template in Advantus?

Step 1

Go to the "Template" tab.

Step 2

Select the option "New Template" from the top right side.

Note: If you haven’t configured your email setup before, you will see the null state asking to "Configure Email Setup" instead. Configure the platform and repeat step 1 to create a template.

Step 3

Now, provide the following details:

Field	Action
Select the template type	Choose "Email" from the available options.
Enter the template name	Use a descriptive name to help identify the template later.
Enter an email subject line	This will be the subject line recipients see when they receive the email.
Enter a reply-to email address	This is where replies will be directed or where recipients can communicate with you.
Enter a preview text	This short snippet appears next to or below the subject line in email previews.
Drag & Drop HTML email design builder	Enable this option to create a customised email template. It allows easy addition and arrangement of elements like text, images, and buttons.
Enter the template content	Add the content for your email.
Save	Once your email template is complete, click on the "Save" button.

What is template id?
A template id is a unique identifier assigned to each template by Advantus. It is used to reference specific templates within the API.

Drag & Drop HTML Email Design Builder

The Drag & Drop HTML email builder is a powerful feature that allows you to create visually appealing and hyper-personalised email templates. To help you create email templates aligned with your brand colour and vision, follow these steps:

Step 4

To utilise the drag and drop email builder, ensure the option Drag & Drop HTML email design builder is enabled.

Step 5

Once enabled, you will be redirected to the user-friendly interface. From here, you can leverage a variety of pre-defined blocks simply by dragging and dropping them onto the interface. This includes three main options:

Feature	Description
Content	To add and customise text, images, buttons, and other elements to populate the body of your email.
Rows	Rows help you align and position your content effectively, making your email look clean and well-organised.
Settings	This section allows you to set up responsive design options to ensure your email looks great on all devices.

5.1: Content

From the content section, you can add various elements like text blocks, images, and buttons. You can also customise each element such as fonts, images and more to fit your brand's style, and use the drag-and-drop functionality to position them precisely where you want.

5.2: Rows

From the rows section, use rows to structure your email template. Rows help in organising the layout and ensuring that different sections of your email are properly aligned. You can add multiple rows and adjust their width and spacing to create a balanced design.

5.3: Settings

From the settings section, configure the settings to adjust the overall appearance of your email template. This includes setting background colors, margins, and padding. Make sure to review and test the email across different devices to ensure it displays correctly.

Overview