How to Create Email Templates in LEADSORBIT?

Creating email templates in LEADSORBIT allows you to design reusable email layouts with your branding, structure, and content. These templates save time, keep messages consistent, and can be used in campaigns or automation workflows.

Open Email Templates

This is where you create and manage your email templates.

1. Navigate to Marketing from the left side menu.
2. Click Emails.
3. Click the Templates tab.
4. Click + New or Create New Template.

Navigating to Marketing, Emails, and Templates inside LEADSORBIT

Design Your Email Template

Use the Email Builder to design your template for reuse.

1. Choose a starting option such as Blank Template or select from the available template library.
2. In the Email Builder, use the drag and drop editor to add text, images, buttons, and other elements.
3. Add your logo and branding elements; adjust colors, fonts, and styles as needed.
4. Enter your email content (subject, body text, merge fields).
5. Customize layout elements like headers, footers, and spacing using the builder tools.

Email template design editor inside LEADSORBIT

Save and Test Your Template

Make sure your template is saved and working correctly.

1. Click the Save Template button in the top right.
2. Use the Preview option to see how the email looks on desktop and mobile.
3. Click Test Email (three dot menu) to send a test copy to your inbox.
4. Review formatting, merge fields, and deliverability before using the template.

Preview and test email options inside LEADSORBIT

Best Practices

Common Issues