With Email Template Merge Tags, it’s easy to format your templates by dragging and dropping predefined content like videos, HTML and dynamic fields. Our templates are built using Shopify’s Liquid language, which gives you flexibility to personalize every part of your message. With MediaOS, it's easy to edit templates, work with rows and content blocks, effectively use merge tags and view all the details of your final design — all without needing to start from scratch.
Accessing Email Templates #
To access your Email Templates, click Accounts from the left-hand navigation menu. After that, select Campaigns from the tabs at the top of the Accounts Page. Click Manage Templates in the top-right corner of the screen. Here, you will need to choose which template you want to edit by hovering your mouse over the template and clicking the Edit button next to an existing template. Alternatively, you can create a new template by clicking the New Template button.
Editing Email Templates #
Upon clicking Add or Edit, you are brought to the Email Template page. This is where you design the templates for use. A few key things to understand:
Rows #
The main body of the email is divided into rows. You can add a new row structure by clicking on the Rows tab and dragging one of the options into the body of the email.
You can also move existing rows by highlighting the row and clicking the arrow button. To copy a row, highlight it and click the Copy button.
Note: Clicking the Rows tab while a row is selected will display the settings for the selected row.
Content Blocks #
Each row contains blocks of content. The following content blocks are available for use:
- Text: This content box allows you to type in custom text. This is also the content box you will need for inserting.
- Image: This content block allows you to insert an image into your email. The maximum size for embedding image files into emails is 250Kb.
- Button: This content block allows you to add a button for a call to action.
- Divider: This is a simple line used to break up areas on your template.
- Social Media: Use this to add icons with links to your various social media accounts.
- Dynamic Content: This content block will allow you to choose specific content based on the type of template you are creating.
- Example: if you are creating an invoice template, you will see options like Contract Line Items, Tear Sheets, Only Payment Instruction.
- HTML: Use this content block to input your own HTML code
- Videos: This will embed a video into your email. Clicking this will present you with the option to add a URL to your video.
- Icons: Choose this to add an icon that is included in your file library.
To add a content block, click the Content tab and drag-and-drop the desired content type onto the row. With the content block added, it now needs to be configured. To do this, click on the content block and edit the properties in the right-hand menu.
Note: These properties change depending on which content block is selected.
Merge Tags #
When working with the text content block, you can input Merge Tags to give your emails a customized feel. They are denoted by using {brackets} and are preloaded in the system to ensure ease of use. Merge Tags will allow your email to contain the first name of the recipient as configured in the client's settings. To add a merge tag:
- Click inside of a text content block to see the text menu.
- Move your cursor to the location where you want to add your merge tag.
- Click the Merge Tags button to display the list of available merge tags.
- Note: This list is scrollable, so if you do not see the merge tag you're looking for, scroll down.
- Click the merge tag you want to add.
- Your merge tag has now been added.
Save Email Template #
When you are satisfied with your email template, click the Save button in the upper right-hand corner to save your changes.
Once you save your template, you will see the Template Details window where you can name your template, designate the reply to name and email, provide a subject line, and choose the sharing options.
Design Best Practices #
Creating an email that grabs attention and gets results isn’t just about good design — it’s about using smart strategies that actually work. Whether you're building a new template from scratch or refining an existing one, keeping a few key principles in mind can make a big difference. Here are a few tried-and-true best practices to help your email templates stand out and leave a lasting impression:
- White Space is your friend! Having the right amount of white space when creating an e-mail template gives it a more clean and professional look.
- Create Spacers on top and bottom, and shrink to size 20.
- When inserting an image (typically the client's logo), uncheck the auto-width so you are able to adjust the width to make it look nice.
- Place a divider below the image, and make it black. Adjust the width and the thickness to look nice and professional. We recommend a thickness of either 2-3. Adjust the length so it goes past the top image but not all the way across the top.
- Insert a paragraph block below the divider and write the description of the newsletter. Make sure to adjust the line height to add more white space, as well as add some padding to the text.
- Add a button after the paragraph.
- Add a small thank you paragraph below the button.
- Add another divider below the thank you paragraph to pull the look together.
- Make sure to select Rows and set the background color to transparent. Set the content area background color to white.
