Overview

Creating Drag-and-Drop Email Templates allows users to design visually appealing emails without coding expertise.

• User-Friendly Design: Build engaging email templates with an intuitive drag-and-drop interface.

• Customization Options: Easily align email content with your brand identity.

• Effortless Creation: Simplifies the email design process for both beginners and experienced marketers.

This ensures seamless email template creation, enhancing communication and audience engagement.

Step-by-Step Guide to Create a Drag and Drop Template for Email

1. Accessing the Drag and Drop Template Builder

1. Navigate to Template Manager > Manage Communication Templates.

2. Click on Create Template at the top-right corner of the page.

3. Select Email as the template type.

2. Configuring the Template Details

1. Enter Template Name – Assign a relevant name for easy identification.

2. Select Template Applicable For – Choose where the template will be used (e.g., Leads, Applications). Note: This field is non-editable once selected.

3. Choose Promotional or Transactional – If the template is for marketing automation, select Promotional.

4. Enter Email Subject – Provide a subject line for the email.

5. Attach Files (Optional) – Click Choose Files to upload attachments (Maximum total size: 5MB).

6. Select Users – Assign users who can access and edit the template.

• Note: Ensure you have added yourself/appropriate users to prevent access restrictions.

7. Click on Save and Next to proceed.

3. Designing the Email Template

1. Choose a layout from the available options or Create from Scratch.

2. Drag and drop elements such as:

• Text Blocks

• Images

• Videos

• Buttons

• Dividers

• Headings

• Tokens (For personalized content)

3. Customize the template according to your requirements.

4. Adding Hyperlinks to Images

1. Right-click on the image where you want to insert a link.

2. Select Image Properties – A pop-up will appear.

3. Click on Link and paste the target URL into the URL text box.

4. Use the Target dropdown to select whether the link opens in the same tab or a new tab.

5. Saving and Publishing the Template

1. Click on Save and Preview to review the template.

2. If satisfied with the design, click Publish to finalize the template.

Points to Keep in Mind

• Once the Template Applicable For field is selected, it cannot be modified.

• Ensure all necessary users are assigned access to the template.

• Use tokens to personalize content dynamically.

• Attachments should not exceed 5MB in total size.

Conclusion

Creating a Drag-and-Drop Email Template in Meritto simplifies the email design process, enabling users to craft professional, engaging, and brand-aligned emails with ease. This feature not only enhances communication but also improves audience engagement through personalized and visually appealing content. By leveraging the intuitive interface and customization options, users can efficiently design and manage email templates without technical expertise.