How to use the Email Template Builder

How to set up your first template

Once you purchased and added the app to your Zendesk instance, you can create your first template(s)

1. In the right upper corner click on "New Template". From here you can select one of the many available templates
2. For each template, you can edit
   1. Logo
      1. Upload a logo, or paste the URL of a logo from your website (ideal image size)
   2. Header Image
      1. Some themes support a banner on top of the template.
      2. Upload an image, or paste the URL of an image from your website (ideal image size)
   3. Links
      1. Some themes support one or two links in the header.
      2. You can show/hide those links and change the title and underlying link
      3. By default, we prefill one of them with a link to your Help Center if you have one.
   4. Colours
      1. Most themes have a primary and secondary colour
         1. These are used for titles, icons, call-to-action text
         2. We prefill the primary colour with the brand colour of your instance.
      2. Most themes have a primary and secondary background colour
         1. These are used for the background of the template and sometimes for the background of the call to action section
   5. Call to Action
      1. Some themes have a Call to Action at the bottom of the theme
      2. It offers the option to add a title, description, action button
      3. The action button can link to an external mailbox
   6. Footer
      1. The footer contains a copyright message (c) Company Name
      2. The company name is taken from your Zendesk account settings
      3. The footer also has a {{footer}} placeholder. If you enabled Social Links in the email footer these will be shown here.
3. Once you're happy with your setup you can save the template by clicking the save button top left. You can give the template a specific name via the pen tool on top of the preview
4. Click the code toggle on top of the preview to see the source code, or click the copy button right next to it to copy your code
5. Go to the Zendesk Admin Panel >> Channels >> Email and paste your email code.

In the email template builder by selecting the templates Tab, you will see all the created templates (with a maximum of 10 saved templates).

From here you can

• clone one of the existing templates
• modify the name of the template
• delete one of the listed templates.

Using images in the email templates