Create & Customize Email Templates

Build custom templates, use merge fields, and edit email content with the visual editor.

Feature Availability

Template Creation & Customization: Available in Growth plan and above

Starter plan: Can view default templates but cannot create or edit
Active Growth-level trial and Growth/Scale plans: Full template management, creation, and customization

Accessing Email Templates

Navigate to Settings from the main menu
Click on "Email Templates" or go to /settings/templates
You'll see all templates organized by category (Marketing, Transactional, ARC)
Default templates are shown in a separate section and are read-only

Creating a New Template

Step 1: Click "Create Template"

On the Templates page, click the "Create Template" button (usually in the top right)
The template editor will open in a new modal or page

Step 2: Fill in Template Details

Required Fields:

Template Name: Internal name for your reference (e.g., "Welcome Email v2", "Summer Review Request")
Template Type: Select from dropdown:
- Welcome, Review Request, Follow-up, Reminder, Notification, Product Launch
- Freebie Delivery (Transactional)
- ARC Download, ARC Review Reminder, ARC Thank You, ARC Feedback Thank You (ARC templates)
Email Subject: Subject line for the email (can include merge fields)
Email Body: HTML content of the email (use the WYSIWYG editor)

Step 3: Design Your Template

Use the WYSIWYG (What You See Is What You Get) editor to design your template:

Formatting Tools Available:

Text Formatting: Bold, Italic, Underline, Strikethrough
Alignment: Left, Center, Right, Justify
Lists: Bulleted lists, Numbered lists
Typography: Font selection, Font size, Text color
Paragraph Styles: Heading 1, Heading 2, Heading 3, Paragraph
Media: Insert links, Insert images
Advanced: HTML code view (for advanced users)

Step 4: Add Merge Fields

Merge fields automatically populate with lead and product information when emails are sent:

Available Merge Fields:

{{Name}} - Lead's name
{{product_title}} - Product title from funnel
{{review_url}} - Funnel page URL (requires funnel)
{{download_url}} - Freebie download URL (requires funnel with freebie)
{{arc_download_url}} - ARC download URL (ARC templates only)
{{senderName}} or {{email_sender_name}} - Sender name from profile
{{seller_logo_url}} - Logo URL from profile

Tip: Use the merge field insertion button in the editor to add fields visually. Merge fields appear as badges in the editor.

Step 5: Preview Your Template

Click the "Preview" button to see how your template will look
Preview shows sample data with merge fields populated
Review the template for formatting, spacing, and content
Make adjustments as needed

Step 6: Save Your Template

Click "Save" or "Create Template" button
Your template will be saved and available for use
You can now select it when sending emails or configuring funnels

Editing Existing Templates

Editing Custom Templates

Go to Settings → Email Templates
Find your custom template in the list
Click the "Edit" button (pencil icon) next to the template
Make your changes in the editor
Click "Save" or "Update Template" to save changes

Default Templates (Read-Only)

Default templates provided by ReviewLead cannot be edited. However, you can:

Duplicate: Click "Duplicate" to create a copy you can customize
Use as Starting Point: Create a new template and use the default as inspiration
View: Preview default templates to see examples of proper formatting

Template Editor Features

WYSIWYG Editor

The editor provides a visual interface for designing emails:

See your changes in real-time as you edit
Format text without writing HTML code
Insert images, links, and merge fields visually
Switch to HTML code view for advanced customization

Merge Field Insertion

Click the merge field button to see available fields
Merge fields appear as visual badges in the editor
Fields are automatically replaced with actual data when emails are sent
Hover over badges to see what data they represent

Logo Insertion

Use the logo button to insert your profile logo
Logo is automatically pulled from your Profile settings
Logo appears in the email when sent
You can also use {{seller_logo_url}} merge field

Preview Functionality

Preview shows how the email will look to recipients
Merge fields are populated with sample data
Preview includes compliance elements (footer, unsubscribe link if applicable)
Use preview to check formatting and spacing before saving

Template Compliance

ReviewLead automatically adds compliance elements to your emails:

Automatic Footer: Includes sender information and customer support email from your profile
Unsubscribe Link: Automatically added to marketing templates (Welcome, Review Request, Follow-up, Reminder, Notification, Product Launch, ARC Review Reminder, ARC Thank You, ARC Feedback Thank You)
Transactional Templates: Freebie Delivery, Notification, and ARC Download templates don't require unsubscribe links
Sender Information: Automatically pulled from your Profile settings

Best Practices

Keep It Simple: Use clear, concise language and avoid cluttering the email with too much information
Test Merge Fields: Always preview your template to ensure merge fields work correctly
Mobile-Friendly: Keep email width reasonable and use readable fonts for mobile devices
Brand Consistency: Use your logo and brand colors to maintain consistency
Clear Call-to-Action: Make it obvious what action you want recipients to take
Personalization: Use merge fields like {{Name}} to personalize emails