Pardot Knowledge Base

Creating Email Templates

Last Updated: Oct 05, 2016 | Print this Article
 

Email templates allow you to create text and HTML email designs and store them for future use. These can be used to send ad-hoc emails to prospects and lists or used in drip campaigns, Engagement Program emails, or as form auto-responders.

Email Template Flow is non-linear, so you can switch between steps without having to go through each step before sending. Email Flow makes creating new email templates a breeze, and also gives you multiple ways to save your work.

Creating a New Template

  1. Navigate to Marketing > Emails > New Email Template. This opens Basic Template Information.
  2. Enter a Name for this template. This is internal-only.
  3. Optional: add Tags.
  4. Select a Folder.
  5. Select a Campaign for your template. This campaign will tag the template: it is not a filter for the recipients.
  6. Select the Email Type. Choose from the following:
    Email Types
     HTML and Text  HTML email with text alternative
    Text Only  Simple text email with no HTML formatting
  7. From Available for, mark the emails you want to make this template available for. Choose from: One to one emails, List emails, Autoresponder emails, and Drip and Engagement Program Emails.
  8. Optional: mark Start from a layout if you'd like to start from one of Pardot's stock templates.
  9. Click Save to move on to the next step.
  10. If you marked Start from a layout, choose a layout and click Apply to move on to the next step.
After you've set up your basic information, you can access the main email stage where you can build, test and set up sending for your template. Use the Building, Testing, and Sending tabs to move through the steps.

These articles can help you navigate these steps if you're not familiar with them:
Email Flow Builder Overview
Testing with Email Flow
Sending with Email Flow

This video shows you how to get started and move through the Building, Testing, and Sending tabs easily:


Need more? Start a conversation with other Pardot users in our Success Community