What are email templates?

Templates are reusable designs used as the foundation for future campaigns.

Using templates helps you:

Maintain a consistent visual identity
Reduce campaign creation time
Reuse email structures
Standardise marketing and sales communications

Templates can be used for:

Newsletters
Promotions
Product launches
Corporate communications
Sales follow-ups

Access the Templates section

Go to:

Campaigns → Templates

From this section you can:

Create new templates
Edit existing templates
Duplicate designs
Preview emails
Create campaigns directly from a template

Create a template

To create a new template:

Open the Templates section
Click “Create template”
Select the editor type
Design the content
Save the template

Once saved, the template can be reused in future campaigns.

Available editor types

Email Campaigns includes two ways to design emails.

Visual editor

The visual editor allows you to create emails using drag-and-drop blocks.

No technical or coding knowledge is required.

You can easily add:

Images
Buttons
Text blocks
Dividers
Headers
Column layouts

Advantages of the visual editor

Easy to use
Automatic responsive design
Faster campaign creation
Ideal for non-technical users

HTML editor

The HTML editor is designed for advanced users or design teams.

It allows you to:

Write HTML code manually
Import .html files
Fully customise the design
Use existing email marketing structures

When to use the HTML editor

It is recommended for:

Advanced corporate designs
Existing external templates
Technical teams
Fully customised email layouts

Manage existing templates

When hovering over an available template, several actions become available.

Preview

Allows you to review how the email will appear before using it.

This helps check:

Design
Formatting
Images
Overall structure

Use as campaign template

You can create a campaign directly from an existing template.

This speeds up campaign creation and helps maintain visual consistency across communications.

Duplicate template

The Duplicate option creates an editable copy of an existing template.

This is useful for:

Creating variations
Reusing structures
Adapting similar campaigns
Maintaining different versions

Dynamic variables and personalisation

Marketing Campaigns allows you to personalise emails automatically using dynamic variables.

These variables retrieve information directly from Sage Sales Management.

Example

You can insert variables such as:

Contact name
Company name
Sales information

During sending, the system automatically replaces each variable with the recipient’s real information.

Example:

Hello -name-

may become:

Hello Marta

How to add dynamic variables

While editing the subject line or email content:

Open the field selector
Select the desired variable
Insert the tag into the content

The system automatically manages personalisation during sending.

Best practices

To create more effective campaigns:

Keep designs simple and clear
Use optimised images
Include visible calls to action
Review mobile display
Use personalised variables in moderation
Maintain visual consistency with your brand

Common issues

Images are not displaying correctly

Check that:

Images are properly uploaded
File sizes are appropriate
The format is supported

The HTML design appears broken

This may happen if:

The HTML code contains errors
The design uses styles unsupported in email clients
Content was copied from external platforms

Dynamic variables are not working