Creating email templates involves a mix of content writing, HTML, and CSS expertise. Email templates should look good on different email clients and be responsive for mobile devices. Many non-technical customers will hire a front-end or email template developer to build their templates. We also suggest testing your templates with rendering applications like Litmus before sending them to your customers.
The maximum number of transactional templates and versions per user ID is limited to 300. This means you can have 300 templates with 1 version each, or fewer templates with more versions of each template.
Transactional templates are account and Subuser specific. Templates created on a parent account will not be accessible from the Subuser accounts.
The easiest way to get started with a new template is to use one of your previous email templates or a free template from the internet, and then modify it to fit your needs.
Email templates are table-based HTML with inline or header styles, because some well-known email applications will only read table-based HTML.
To add a template:
SendGrid suggests previewing and testing your template once you have created it to ensure that the format and layout look the way you expect.
To preview your template:
Any Substitution tags will not be populated in this test, but you will be able to confirm the layout and format of your template.
From the main template view on each template group, you will see an actions menu. From this menu, you can choose to edit the name of your template, add a version, preview, test, or delete the template. You will also see an action menu for each template version. Clicking this presents a menu that allows you to preview and test, edit, duplicate, and delete the template version. You can also use the preview function to send a test.
When you delete a template you will delete all the versions of your template.
To activate your template:
A template can only have one active version at a time. If you’ve created a new version with different HTML that you want your customers to start receiving, you’ll need to make that version “Active.”
To duplicate a template:
The app creates a clone, giving it a name that starts with "untitled". You can give the template a unique name by selecting the action menu next to that version and clicking Edit. Once the editor has opened, enter a unique name in the Template Name field. This duplicate version will not be active until you activate it.
For more information about unsubscribes, check out our unsubscribe documentation.
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