Hello, my name is Chris. In this article, you'll learn how to create a new email template using the text editor in LeadCenter.

Accessing the Email Templates Page

To create a new email template, which can be used for email marketing or transactional emails:

• Go to the Marketing Dashboard.
• From the green menu, click Templates, then click Email.

This opens the Email Templates page.
Click New Template, then select either Text Editor or Visual Editor.

This guide will show you how to create an email using the Text Editor.
Click Text Editor to open it.

Creating the Email Template

You can now begin creating your template:

• Give the template a name, for example, Sample Email Template.
• Select a category to organize it, such as Sales.
• Add a subject line and write the body of your email.

Use the buttons to insert either your shared signature or your personal signature.

Example:

• Title: Follow Up After Our Meeting
• Then start typing your message in the body section.

You can use the toolbar above for rich text formatting and editing.

Using the HTML Editor

There’s also an option to switch to the HTML editor, which allows you to paste HTML code built in an external email editor.
In this example, the email will be typed directly in the text editor.

Adding Shortcodes

To personalize your email with dynamic fields, you can insert shortcodes.

To insert a shortcode for the recipient’s first name:

• Click the Shortcodes button.
• Use the search bar and type “first” to find all matching shortcodes.
• Under Contact Basic Shortcodes, click the blue Copy button next to First Name.
• Paste it into the email body, then continue typing your message.

Required Shortcodes for Email Marketing

If you plan to use this email in email marketing, there are two mandatory shortcodes you must include.

Under Email Configuration Shortcodes, insert:

• The Unsubscribe Link
• The Postal Address

Both are required by all email marketing systems to meet deliverability and compliance standards.

Example:

• Add the Unsubscribe Link at the footer.
• Insert the Postal Address below it.
• You can also insert the Business Name if desired.

When using LeadCenter email marketing, these fields must be included in the template to allow the email to be sent successfully.

Previewing and Testing Your Email

You can:

• Click Preview to see how the email will appear.
• Send a test email by entering your own email address and clicking Send.

Use the Image button to insert images into the message.
You can also switch to the HTML Editor to insert or view your source code.

After making any changes, click Save to save the email.

Using the Template

Once saved, the email template can be used for:

• Transactional emails
• Email marketing campaigns
• Appointment reminders
• Event reminders
• Other automated emails inside LeadCenter

Important Notes About Shortcodes

When building templates for appointments and events, note that:

• Calendar shortcodes can only be used in the Appointment System.
• Event shortcodes can only be used in the Event System.

These apply to:

• Appointment reminders, confirmations, follow-up emails, or client review reminders.
• Event confirmations, reminders, and follow-up emails.

Wrapping Up

This is a high-level overview of how to create email templates using the Text Editor in LeadCenter.

Thank you!