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Creating New Email Templates & Editing Existing Email Templates

When creating or editing content for your organization, please make sure you are logged into the appropriate marketing account.

You can create new email templates for use in the Email Marketing → Emails menu. From there, click the Add Template button at the top to add a new template. You can edit an existing template by clicking Actions → Edit next to it.

Creating a Template

When you are creating a new email template or editing an existing template, you will be presented with a number of options. An example of what your main view may look like is below:

Email Settings

Name – The name of the email template. This will be end user–facing.

Subject – The subject line that will accompany the email when it is sent out from a user.

Description – When viewing the template from the list view on the Emails menu, this description will show for users. This will allow them to read what the template might be used for before sending it out.

Thumbnail – This is where you can upload a preview thumbnail. This will be visible in the Emails menu.

Append Email Signature – This option will not be used by some organizations. For organizations that have a signature block that is inserted into each template, you do not need to use this option. This option is only for organizations that have their individual users set up their own signatures from their Email Settings page.

Bypass autocampaign/journey email deduplication – When this option is turned on, this template can be sent to the same contact multiple times in a day without being suppressed, as long as it is part of an auto campaign.

Bypass all email deduplication – When this option is turned on, the template will bypass ALL email suppression, regardless of whether it is part of an auto campaign or not. This is useful if your organization uses a "blank" template that LOs can use and has a pre-loaded signature block and/or header in the email template. This would allow your LOs to send multiple copies of a "blank email" template in a day.

Categorization Settings

Setting a folder and/or organization tags in this section allows users to search for an email template by folder or tag.

Email Access Settings

The Email Access Settings allow you to control whether all users in your organization should have access to this email template. If not everybody should have access, you will instead want to grant access using the Team Settings or User Settings menus covered here.

You can also grant access to co-marketing partners, which is necessary for co-branded email templates. This can also be done through the Team Settings or User Settings menus.

The Grant editing capabilities to all users option allows you to select whether your users should be able to edit the content of this template. This can also be done through the Team Settings or User Settings menus.

Compliance Notification Settings

The Compliance Notification Threshold setting allows you to control how many copies of an email can be sent before the user requires approval to send more copies. This is useful if you have a "blank" or "generic" template that users can edit to add their own content. This would allow you to monitor your users to ensure that nobody is sending too many emails to their customers.

The Compliance Notification Recipient(s) setting is the person who would be notified once the threshold is met.

Video Settings

When the Video option is checked, that allows the template to be set up as a video email. You will want to follow the Advanced Bombbomb Integration Instructions when using this option (article coming soon).

Editing the Body of an Email Template

When creating or editing an email template, you will have several options that can help you construct a template.

Source Code

If you click View → Source Code, that will allow you to write (or paste) custom HTML code into your email template. This will allow you to use custom layouts, insert images, insert code to control the footer section, etc.


You can insert a table by clicking Insert, hovering over the Table option, then picking the size of the table you want to insert.

After inserting, you can click on the table to see a toolbar that will let you control the table properties (set width, height, border style, etc.), add rows or columns, and delete rows or columns.


"Templates" can be used to insert variable information into the email template. These templates, not to be confused with the overall email template, serve as placeholders inside the email template. They populate contact or loan information relevant to the email recipient when the email is sent.

For example, if you want the email to greet recipients by first name, you can use the template {{ }}. Templates can be added by clicking the Insert Template option on the far right end of the toolbar.

Then, choose the template you want to use from the drop-down menu and click Ok to insert it into your email template. If you already have the text of the template you want to use, you can paste it into the email template. You are not required to use the Insert Template option.

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