For the complete documentation index, see llms.txt. This page is also available as Markdown.

Templates

Create and manage reusable templates to speed up campaign creation and ensure consistency.

Templates define the design, layout, and sender configuration of your emails. You create a template once and reuse it across mailouts - updating the content for each send while keeping the structure consistent.

Your account can have as many templates as you need. A common approach is to maintain a master template for general communications, with variations for specific types of sends - such as newsletters, transactional messages, or event invitations.


Managing templates

Email templates are managed under Email > Email templates. From here you can create new templates, search and sort your existing templates, and set default templates for your account.

New template creates a new template from scratch. You step through the template setup before entering the editor.

Set default templates designates which template is used by default when creating a new mailout. You can still select a different template when setting up a specific send.

Each template in the list shows its created and last modified date. Use the three-dot menu on any template to access edit, copy, and delete options.

UbiQuity can create or customise a template for your account if needed - contact UbiQuity to discuss your requirements.


What a template controls

Your template sets the overall structure and configuration of your email, including:

  • Sender details - From name, From email address, Reply name, and Reply email address

  • Subject line and pre-header - The subject and preview text recipients see before opening

  • Design - Fonts, colours, logo placement, and spacing

  • Content block structure - The layout and arrangement of article blocks within the email

  • Opt-out link - Every marketing template must include an opt-out link. UbiQuity sets this up automatically in most cases

When you create a mailout, you select a template and edit content within it. Changes made to a mailout's content do not affect the underlying template.


EasyEdit

UbiQuity's email templates are called EasyEdit templates - a block-based editor that lets you build professional, responsive emails without writing code. EasyEdit templates are optimised for desktop, tablet, and mobile, and can be configured with colour schemes, font settings, logo areas, and customisable content blocks.

Custom HTML templates are also supported for accounts with access to a web developer.


For full documentation on building and editing email templates - see Email Templates.

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