The Email Templates section allows you to create reusable email layouts for campaigns and sequences.
You can create separate templates for header, body, and footer. This helps you keep your email design consistent across different campaigns.
You can access it from:
WordPress Dashboard → NextCRM → Campaigns → Email Templates
What Email Templates Are Used For
Email templates help you save time when creating campaigns.
You can use templates for:
- Newsletter layouts
- Promotional emails
- Product announcements
- Welcome emails
- Footer sections
- Brand headers
- Reusable email blocks
Instead of designing a new email from scratch every time, you can select an existing template.
Add New Template
To create a new email template:
- Go to NextCRM → Campaigns → Email Templates.
- Click Add New.
- Enter the template name.
- Select the template type.
- Click Add Template.
Template Name
The Name field is required.
Use a clear name so you can identify the template later.
Example names:
- Default Header
- Newsletter Body
- Product Launch Template
- Simple Footer
- Summer Sale Body
Template Type
The Type option defines how the template will be used.
Common template types include:
- Header
- Body
- Footer
Use Header for the top email section, Body for the main content, and Footer for the bottom section.
Editing a Template
After creating a template, open it to edit the design and content.
NextCRM provides multiple editor options for building email templates.
Available editor types include:
- Gutenberg
- WP Classic
- Plain HTML
- HTML Editor
- Page Builder
Gutenberg Editor
The Gutenberg editor lets you create email content using the WordPress block editor.
Use this editor if you are comfortable with blocks and want a simple WordPress-style editing experience.
Best for:
- Simple newsletters
- Text-based emails
- Basic layouts
- Block-based email content
WP Classic Editor
The WP Classic editor lets you create email content using the classic WordPress editor.
It includes basic formatting options such as paragraph, bold, italic, lists, quote, alignment, and links.
Best for:
- Simple text emails
- Traditional WordPress editing
- Quick email writing
- Basic formatted content
Plain HTML
The Plain HTML editor lets you write or paste raw HTML content.
Use this option when you already have email HTML code and want to add it directly.
Best for:
- Custom HTML emails
- Developer-created templates
- Imported HTML email layouts
- Lightweight email templates
HTML Editor
The HTML Editor provides a visual HTML editing experience with formatting tools.
It is useful when you want more control than the Classic editor but do not want to use the full drag-and-drop page builder.
Best for:
- Rich text emails
- HTML-based campaigns
- Custom formatting
- More detailed email content
Page Builder
The Page Builder editor allows you to build emails with a drag-and-drop interface.
It includes blocks and elements such as:
- Text
- Link
- Headline
- Section
- Image
- Audio
- Video
- Columns
- Layout elements
Best for:
- Visual email design
- Promotional emails
- Product campaigns
- Branded newsletters
- Multi-column layouts
Save Template
After editing your template, click Save Template.
Saving the template allows you to reuse it in campaigns and sequences.
Using Tags in Templates
You can use email tags inside templates.
Example:
Hello {{first_name}},
Visit our website: {{siteurl}}Tags help personalize emails and insert dynamic information automatically.