To create a new email template directly in Plezi, take a look here!

There are two types of email in Plezi:

  • Transactional emails, sent following a form submission;
  • “Emails used in a campaign” for the newsletter, intelligent campaign or ad-hoc emails.

>>> These are the ones we’re taking a look at here.

Email templates will save you time by pre-creating a ready-to-use visual identity. That means that when you create an email, all you have to do is focus on the message you want to communicate.

To create a new template: 

  1. Go to “Configuration > Email templates”. Click on “+ Email template”
  2. Give your email a name and choose the type.

3. From the editor, customise your template.
️Warning: don’t add any information about a specific piece of content because this template will be used in various different contexts. Focus here on the design of your email.

Tips and Tricks!

  • Add merge fields in order to personalise your emails and build rapport as much as possible. To do this, use the “Fields” found in the text-editing bar. For example, add “Hello (contact’s first name)” to say “Hello Claudia”.
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