Templates make it easy to create consistent, professional emails without starting from scratch each time. By using templates, you can save time, maintain brand consistency, and quickly launch campaigns across different audiences.
Templates can be reused across one-time, automated, and drip campaigns, making them a core building block of Smart Marketing.
Why Templates Matter
Using templates helps you:
Maintain consistent branding across all emails
Reduce setup time for new campaigns
Reuse proven layouts and messaging
Ensure emails look good on both desktop and mobile
Personalize content using merge tags
Instead of redesigning emails for every campaign, you can build once and reuse often.
How to Create or Edit a Template
Go to Templates
Navigate to Smart Marketing > Templates.
You’ll see:
Templates created by SmartMoving
Any custom templates you’ve already built
Create a New Template
Click Create New Template
Enter a template name and optional tags
The editor opens with a blank canvas
Edit or Duplicate an Existing Template
Click an existing template
Choose Duplicate
Rename it and make your edits
Duplicating templates is the fastest way to build new designs.
Customize Your Design
In the editor, you can:
Drag and drop content blocks (text, image, button, divider, video, HTML)
Update text, colors, spacing, and layout
Add images from free stock photos or upload your own
Insert merge tags (like Contact Name, Move Date, or Company Details)
Be sure to save your changes before exiting.
Previewing and Editing for Mobile
Every template can be previewed in both desktop and mobile views.
To preview:
In the editor, click Actions > Preview
Toggle between desktop and mobile views
For best mobile results:
Use short paragraphs
Keep buttons large and easy to tap
Avoid overly wide images
Check spacing between sections
Most recipients read emails on mobile devices, so always review mobile formatting before sending.
Sending a Test Email
Before using a template in a campaign, it’s a good idea to send a test email.
To send a test:
In the editor, click Actions > Send Test Email
Enter your email address
Review formatting, links, and personalization
This helps confirm the email looks correct in a real inbox.
Best Practices for Effective Templates
Include a clear call-to-action (CTA) in every email
Keep designs simple and easy to scan
Use merge tags to personalize when appropriate
Avoid large blocks of text
Test templates before using them in live campaigns
Well-designed templates improve engagement and make your campaigns easier to manage.