Visual Email Builder Templates are your brand’s personally crafted starting point for emails in Drip. Templates are a great way for new Drip users to start building emails quickly and for veteran users to organize designs in one spot.
Design and organize your templates in the Templates section. Select your brand logo, preferred fonts, colors, and email structure.
Every brand will have its own unique set of templates, but some typical email templates include:
- Newsletters
- Product launches
- Holiday sales
After your email template is created, you can select a template as a starting point for in any Single Email Campaign, Email Series, or Automation email.
You can interact with templates in a few ways: under Templates or from a Single Email Campaign, Email Series, or Automation email. We recommend building templates under the Templates section, and accessing them via Single Email Campaign, Email Series, and Automation emails to keep things as simple and organized as possible.
In this guide, we’ll go over how to build, access, and save Visual Email Templates.
Build a Template
Create Visual Email Builder templates by clicking Campaigns > Email Templates. Click +Start from Scratch and give your template a name.
Once you’ve finished building your template, click Done editing to complete your masterpiece. You can always find and edit your templates under Templates in the top navigation.
The only changes to a template that Drip will give you the option to push to existing emails are to the Headers and Footers of emails with similar Headers and Footers. Any other changes made to a template will not propagate to existing emails.
Access Templates From the Visual Email Builder
Select a Template as a starting point in any Single Email Campaign, Email Series, or Automation email.
Single Email Campaigns
- Create a new Single Email Campaign
- Under Email Design, click Edit
- Choose from Recent emails, your Templates, or Drip Templates
- Select an email template as a starting point
Email Series Campaigns
- Create an Email Series Campaign
- Under Emails, click Create your first email
- Select Visual Email Builder
- Under Choose Starting Point, select your email template
Workflows
- Create a Workflow
- Add an action node of Send an email to a person
- Select Visual Email Builder > Edit Email
- Under Choose Starting Point select your email template
Save Templates from any Visual Email
Save any Visual Email Builder email as a Template from any Single Email Campaign, Automation, or Email Series email by clicking on the three dots ••• next to the Done editing button > Save As Template.
Templates are often used for Single Email Campaign emails but can be used for Automation emails as well. Keep in mind that changes to the body of a template will not propagate to emails built from that template.
Change your Template
Choose a different template by clicking on the three dots ••• next to the Done editing button > Change template. Choosing another template will overwrite your current email, but you can always Undo the change.
Create a Single Email Campaign from a Template
After creating your template:
- Hover over your template and select Create a Single Email Campaign
- Name your email
- Click Let’s Roll
- Choose who you're Sending to
- Edit your email
- Create a split-test (optional)
- Send away!
Learn how to Create a Single Email Campaign in our User Manual.