Email Templates

An email template is a pre-designed and/or prewritten email that can be used to quickly and easily write and create emails. To create an email template hover over Email Campaigns and choose Email Templates from the dropdown and then click on Create New Template.

FluentCRM Email Templates

Email Subject and Pre-Header

Now you need to set up a couple of things. Give an appropriate Title to the template so you can identify it for later use. It’s for internal use only. Give a catchy Email Subject & Email Pre-Header which has an important role for opening the email by the end-user.

Email Styling and Layout

Once you’re done with your Email Subject and Email Pre-Header, you need to choose your email’s design and style. By clicking the tiny gear icon ⚙ of the Email Body, you can change the Email Body Styling Settings.

From here, you can change your template’s Body Background Color, Content Width, Content Background Color, Default Content Color, Footer Text Color, Default Link Color, Content Font Family, and Headings Font Family. Click Update Setting when you’re satisfied with your template’s styling settings. This is also where you can enable or disable the default email footer.

FluentCRM also provides you with four email layouts, AKA templates to choose from. The templates options are located right after the gear icon ⚙. There are four basic templates available to choose from, Simple Boxed, Plain Centered, Plain Left, and Classic Editor.

  1. Simple Boxed: Choose this option to compose a simple-boxed email.
  2. Plain Centered: This lets you compose a centered-aligned email.
  3. Plain Left: Choose this option to compose a left-aligned email.
  4. Classic Editor: Choose this option to compose your emails with the old-classic editor.
  5. Raw HTML: Choose this option to write or import Raw HTML(Note: Please do not switch templates once you’ve written or imported your HTML).

Composing Email

Once you’re done with your Email Subject, Email Pre-Header, Layout, and Styling, you can start composing your email. Unlike other email composers, FluentCRM provides you with blocks.

To check the available blocks you can use on your email templates, just hit the + button. You can also add personalization within your emails by using contact properties. Simply press the @ button on your keyboard and your contact properties will show up.

Note: You can also add blocks as you compose your email. To do so, just press the / button on your keyboard and the blocks will show up.

Below are the available blocks in FluentCRM:

Paragraph: Use this block to add simple text paragraphs. If you want to change the Font Size, Color Settings, Text Settings, or Typography of your paragraph, you can do that from the right sidebar.

Heading: The headings block lets you add headings to your email template. Again, you can change Font Size, Color Settings, and Advanced Typography from the right sidebar.

List: Similarly, you can add list items within your email templates. Change the font size or color settings if you want.

Classic: The classic block gives you the ability to use WordPress’s old classic editor. Choose your options wisely as some options may not work in email templates.

Table: Want to insert tables within emails? Just add a table block and select how many rows you want to include. You can change the Table Style, Table Settings, and Background Color if you wish.

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Verse: Add a verse within the email template you are writing.Image: The image block can be used to add images. You can upload an image from your WordPress media library or upload one from your computer. From the right sidebar, you can also change the Image Style, Settings and Spacing easily.

Button: With the button block, you can easily add and design beautiful CTA buttons. You can change button Style, Color Settings, Border Settings, Width Settings and Link Settings from the right sidebar.

Column: The column block lets you add and design columns. Once you add a column block, you need to select column variation and color settings (from the right sidebar). Currently there are six column variations available in FluentCRM’s email composer. We’ll go with a 2 column variation with 70:30 proportion.

Once you’ve selected the column variation, you can add more blocks such as paragraph, image, buttons, etc., within your columns.

Group: The group block lets you add a group so that you can create a grouped design and include headings, text, image, buttons, etc. 

Spacer: You can use the spacer block to add additional spacings within your email template.

Conditional Section: The conditional section is a unique feature that lets you personalize your email body effectively. Please read our documentation to learn how you can personalize your emails with the conditional section.

Custom HTML: If you want to include custom HTML codes within your emails, add a custom HTML block.

RSS: RSS helps you fetch feeds from your blog, news, or product page. To do so, just add an RSS block and select the number of items you want to display. You can also choose display style and show the author’s name, publish date, and excerpt.

Product Block(WooCommerce only): If you’re using WooCommerce, you’ll notice a Product Block. This block lets you automatically fetch WooCommerce products within your email template with a purchase button.

To add a product block for selling your products on WooCommerce, select the Product Block. Next, you’ll be asked to select your product. Choose the product you want to add and hit Done.

Once you have added the product, you can show or hide the product description, price and colors of your content, content background, etc.

That’s it! When you are done with the body content click on the Create Email Template from the top right and your template is ready for use! You can also Send a Test Email to yourself if you want to check your email before reaching out to your audience.

Hope this guide helped you learn how to create email templates in FluentCRM. Now go on and craft beautiful email templates that look responsible on both mobile and desktop devices and send out high-converting marketing emails to your audience with FluentCRM!

What are your Feelings

57 Comments

    1. I would like to know this too, did they reply? Seem like an obvious thing to need for an email template right.

      Reply

      1. You need to type “@” and the prefixes will appear. (note: type “@” for prefixes and “/” for the available blocks)

        Reply

    2. Hi! you just have to write {{contact.first_name}} or you can just type @ and the menu options will appear. Just choose: First name.

      Reply

  5. I create custom field (your_url) for contact. Then using webhook to add a contact.
    But I use Email Template, I don’t see {{contact.your_url}}.
    How can I get custom field in Email Template? Do you have document for it?

    Thank you so much

    Reply

      1. Hi Dennis, Just start typing your field label. For example, if your field label is brand name, start typing @brand, and then you should see your custom fields. Also, after you add a custom field, it is recommended to do a browser reload.

        Reply

  6. Hi, is there a way to ajust the padding on the mail content? I find the text very close to the edge and would like there to be more space around it (but still the text must be left aligned).
    Best Marie

    Reply

  8. Umm, how do you save an email template? LOL
    I’ve just been through the process of creating one but then wasn’t able to save anywhere. I thought maybe it’s automatically saved, but, umm, that wasn’t the case either. :/
    I couldn’t find a ‘save’ button anywhere, and trust me, I looked.
    Help? 🙂

    Reply

  9. A slight change to the functionality of this might be helpful.
    After creating a losing email templates a couple of times (because I couldn’t see or find a ‘save’ button), I have just discovered by pure accident that we need to press ‘+Create Template’ twice! before the save button appears. ie. pressing ‘+create template’ once permits the creation of an email template, but no ‘save’ button is displayed.
    Nice work with the new plugins, but a small change to this workflow might be warranted. 🙂
    Thanks

    Reply

      1. The same thing happened to me, you must correct this function so that both buttons can appear automatically.

        Reply

        1. Hi Gian, the feature is already available. If it doesn’t appear, there might be a plugin conflict issue or something. that’s exactly why I was referring to support.

          Reply

  10. Hi there,

    I don’t have the option to add emoji’s to my email subject lines like that which is displayed above. Is it another plugin i need to install?

    Is there any way to add emoji’s to the email body?

    I also don’t have RSS, spacer, table or verse in the backslash options, are these also additional plugins that i need to instal before they show up in the list?

    Thanks

    Reply

  11. I understand how to use @ to get a list of fields to add. If I wish to enter a greeting like “Dear {{First Name}}” is there an option to substitute a placeholder if the contact record has no value in the filed name?

    How would one do that?

    Reply

  13. Hi Tuan

    I also struggled with this. But if you use the @ symbol and start typing the name of your field it should appear. If not, you can also add it manually with the following syntax: {{contact.custom.}} replace with the one you want to use. E.g. if I had a field name with ‘score’, it would look like this: {{contact.custom.score}}. Hope this helps

    Reply

  14. Is there a widget in the works to add Social Medial icons and links at footer of each email? Or does it come down to manually inserting images of each social media icon in a table and then hyperlinking each one manually?

    Reply

  15. Is there a way to duplicate a block or a group of blocks and headings and paragraphs. It would be ideal to be able to just select them blocks/text, copy them and past them lower down in the email. At the moment, it seems this is not possible, correct? Going the HTML route it too complicated.

    Reply

    1. Please use the keyboard shortcut (ctrl+c and ctrl+v) to copy-paste email body elements.

      Reply

  16. May I also ask about whether any of the emails that are created within Fluent CRM are responsive. These days, responsive emails are critical since so many people are using mobile devices. The sample email I created using Fluent’s block builder didn’t translate well to mobile without having to downgrade the visual appearance of the desktop version, so that the email is readable on a mobile.

    Reply

    1. The responsiveness of your email templates is entirely up to you. FluentCRM does not provide any email templates so you’ll have to compose them and ensure mobile responsiveness. Many of our users are using Stripo email builder service and they’ve had no issue so far. That means, if you’re using unsupported HTML or CSS, your templates won’t translate well.

      Reply

      1. Thanks for the quick reply Nazin. Other than Stripo which is a separate platform (separate website) for building email templates, is there a compatible wordpress plugin that would work with Fluent CRM to create responsive emails? Something this is simple to integrate? Ideally, the fluent CRM email block builder should have contained more advanced features to create really snazzy emails that are also responsive. Would such a feature be considered in the near future? I think this would be ideal and make fluent CRM even more versatile and powerful, considering how important and integral email campaigns are to the entire fluent platform.

        Reply

        1. Yeah, we’re working on the email builder. Hopefully, you’ll see some improvements in the near future. Unfortunately, we can’t suggest any email builder that integrates with FluentCRM at the moment.

          Reply

  17. Buenos días:

    Me pongo en contacto con vosotros, ya que el diseño de plantillas de correo electrónico cuando se envía, en el móvil se ve correctamente, pero al abrirlo en un PC se distorsiona y no se ve bien, no se visualiza como en la previsualización.

    Puede ser que nos falte algún plugin o cambiar algún ajuste?

    Gracias

    Reply

  18. Hi I have created an email template and want to do a second one almost identical but I can’t find an option to duplicate? Surely I don’t have to go through another hour setting up the same thing? Please advise thank you

    Reply

    1. Hi Sarah, you can’t duplicate. Just switch to RAW HTML and use the CTRL+C keyboard command to copy your email template.

      Reply

  19. Hi, Is there a way to export the HTML email once created to share with 3rd parties to also send to their lists? Thinking for partners and sponsors who want to send to their databases. Forwarding these emails, based on tools, can skew the layout from one email provider to another.

    Reply

    1. Hi Bonnie, you can copy the raw HTML and share it with anyone you want. Email export isn’t available yet.

      Reply

    1. Hi Olumide, FluentCRM automatically adds the unsubscribe footer. You can customize your email footer in Settings>Email Settings.

      Reply

  21. Hi Nazir,
    first of all it is really great done! Compliments to the team from my side. We are using FluentForms Pro also.
    Now one of our main but maybe also a stupid question: How do we get a date format shown into the newsletter template, with a shortcode o something else. The shortcode simply should fetch the date mm/dd/YYYY or dd/mm/Year (german codex) when sending the email and show it in the newsletter like people do in letters or notes. Indeed i guess there’s a really simple solution for that. At a plugin of a competitor it is just a simple click on the date/time icon to select to push into the template.
    Greetings
    Jan

    Reply

    1. Hi Jan, I’m not 100% sure about what you meant when you said you wanted to show a date format into email templates. If your contact property includes this data, you can simply hit @ and start typing your contact field name to bring up any information.

      Reply

  22. Hi Nazir, Thanks for your reply. I wonder about how to better my explanation. I made a screenshot, guess there is no upload option for chat. We hit the @ “command” but it seems there is no date/time hook eg. for HTTP callbacks, user defined to get date/time triggered to be shown in something like a textfield. Greetings Jan

    Reply

    1. Got it! For this you can simply capture a date field data inside FluentCRM, press @, and start typing the label of your custom field in the email editor. The dynamic tag string will automatically fetch the date field into your email templates.

      Reply

  23. Mautic Might be getting worried…

    Custom Contact Fields

    When I am comping and email – I don’t see how I can use these fields in the email.

    I have tried: {{contact.brand_name}} but nothing comes thru in the email

    Is there a way to pull the Custom Contact Fields in?

    Reply

    1. Yeah, you can export any type of email template and import the RAW HTML on the editor(Please do not switch templates after importing)

      Reply

  25. I am using fluentforms, when a user registers I save a custom field, but when creating a tracking template it does not appear to insert only the basic fields, how can I use it? (I already tried typing “@” but only the basic fields appear)

    and another thing, can I insert shortcodes generated by me to the mail template?

    Thank you!!

    Reply

    1. Hi Pedro, Just start typing your custom field name and it should appear. And your second query hasn’t been tested. However, the way plugins work, you may not be able to use your shortcodes on the email template.

      Reply

    1. Hi Jan, I’ve forwarded your request to our R&D. Hopefully they’ll consider adding this as a feature in the next update!

      Reply

  28. Hello,
    I have read some really good reviews about fluentCRM functionality, however the draw back and deal breaker seem to be the lack of email templates and/or builder. It is a USP for your competitors like mailpoet, mailster etc. it simply make fluentCRM designed for the more techy people. I think by delaying the addition of email templates at the very least will loose you more customers.
    how hard can it be? you’ve come up with way complex design with fluent SMTP fail safe feature.
    just saying.

    Reply

    1. Hi Steve,

      I’ve forwarded your suggestion to our R&D. We’ll let you know if they decide to add email templates. For now, you might want to use Stripo and export HTML directly to FluentCRM.

      Reply

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