CleanCloud’s Email Template Builder empowers you to craft custom email templates, ensuring your marketing efforts stay on-brand, visually appealing, and effective.
⚡ This feature is available exclusively for Grow and Grow+ customers. Upgrade your plan to unlock these and other advanced tools.
Getting Started
Templates are built with customizable content blocks, easily added, removed, or edited from the side menu.
Access the Template Builder:
Go to Settings → Marketing → Email Templates.
View, edit existing templates, or create new ones.
How to Create a New Template
Go to Settings → Marketing → Email Templates, then click Create Email Template at the top right.
1. Content Blocks
Add and customise the following content blocks:
Logo Header: Upload your logo via Settings → Admin → Store Settings → Appearance.
Title: Large text headings.
Text: Main body content.
Button: Add clickable buttons linked to URLs or preset call-to-action options.
Image: Upload your images, stock photos, or AI-generated visuals (note daily limits).
🪄 Tip: For clarity and speed, aim for 600-800px wide images under 200KB.
Divider: Add lines to separate content blocks.
Footer: Include app download links and social media buttons.
2. Template Settings
Settings Tab: Edit the template name, email subject, and background colour.
Template Action: Assign the template for specific actions, such as:
Online signup welcome emails.
Review request emails.
Apply to online signups or manual POS entries.
Share with Stores: Share templates across multi-store groups for consistent branding.
Customizing Blocks
Hover and Edit: Highlight a block to modify font, size, color, or alignment.
Delete or Move: Use the red bin icon to delete or blue arrows to reposition.
Save Changes: Click the green check mark to apply edits.
Managing Templates
Duplicate: Click the square icon, name the duplicate, and click Duplicate to save time by reusing designs.
Edit: Use the pencil icon to modify.
Delete: Click the bin icon to remove unwanted templates.
Sending a One-Off Email Using a Template
Go to Settings → Marketing → Email.
Select Use Template from the dropdown menu.
Choose your template from the Templates dropdown.
Add your email rules and send as usual.
Tips and Tricks
Use tools like Canva to create visually appealing images for your templates.
Upload these images to CleanCloud to design professional, attractive emails to promote your services.
Using Templates for Automated Campaigns
Go to Settings → Marketing → Automated Campaigns.
Click New Campaign and follow these steps:
Step 1: Select Templated Email in the Send Using dropdown.
Step 2: Choose your template from the Template dropdown.
Steps 3 and 4: Proceed to finalize your campaign.
📖 For detailed guidance: Check out our article on automated campaigns.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.