1
Why Use Templates
Templates save time, keep your brand consistent, and can be used in both campaigns and automated workflows — so you build once and reuse everywhere.
- Save time on recurring email types — Monthly newsletters, appointment confirmations, welcome emails — once the template is built, future sends take minutes instead of hours.
- Keep branding consistent — A template locks in your logo, colors, font choices, and footer format. Every email your business sends looks like it came from the same team.
- Use templates in campaigns and workflows — Build a template once and use it as the email in an automated workflow action and as the design for a broadcast campaign. No duplication required.
- Easier to test and improve — When you have a template, you can A/B test variations and improve it over time instead of re-building from scratch each time.
- Share across team members — All saved templates are available to everyone on your Jtek account. Your whole team can send on-brand emails without needing design skills.
Tip: Start with 3–4 core templates: a newsletter layout, a plain-text follow-up, an appointment confirmation, and a re-engagement email. These cover 90% of what most businesses send.
2
Creating a New Template
Creating a template is almost identical to building a campaign email — the difference is that templates live in the Templates library for reuse.
- Go to Marketing in the left sidebar — Click the Marketing icon to open the marketing hub.
- Click "Email Templates" — This is your template library. All existing templates are shown here with a preview thumbnail.
- Click "+ New Template" — A dialog will ask you to choose your builder type and give the template a name.
- Choose your builder type — Select "Drag-and-Drop" for a visual editor (recommended for most users) or "HTML Code" if you're comfortable writing raw HTML and CSS.
- Name your template — Use a descriptive name (e.g., "Monthly Newsletter — Blue Header" or "Appointment Confirmation v2"). Click Create to open the builder.
Jtek
Dashboard
Marketing
Contacts
+ New
3
Building With the Drag-and-Drop Editor
The drag-and-drop editor lets you build professional emails visually — no coding required. Everything is a block that you can move, edit, and style.
- The left panel is your block palette — You'll see blocks like Image, Text, Button, Spacer, Divider, and Columns. Click and drag any block onto the canvas on the right to add it to your email.
- Click any block on the canvas to select it — When a block is selected, its settings appear in the left panel. You can change text, font size, color, padding, alignment, and more.
- Reorder blocks by dragging them — Hover over a block to see the drag handle (six dots). Drag it up or down to reposition it in the email layout.
- Upload images directly in the editor — Click an Image block, then click "Upload" to pull an image from your computer or from Jtek's media library.
- Set global styles for the whole template — Click the Settings tab in the left panel to set your email's background color, body font, link color, and padding — these apply to the whole template, not just one block.
Blocks
Image
Text
Button
Divider
Columns
Your Logo
Newsletter heading here
Your intro paragraph goes here. Keep it short and compelling.
Call to Action →
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Tip: Always include an unsubscribe footer — Jtek adds a default one, but you can customize the text. Legally required in the US and most countries, and it keeps your list clean.
4
Adding Personalization Tags
Personalization tags let you insert contact-specific data into any email — so every recipient gets a message that feels like it was written just for them.
- Click any Text block to select it — Place your cursor where you want the personalization to appear (e.g., after "Hi ").
- Click the {} icon in the text toolbar — This opens the personalization tag picker, organized by category: Contact, Appointment, Opportunity, and Custom Fields.
- Insert the tag you need — Common options: {{contact.first_name}}, {{contact.business_name}}, {{appointment.date}}, {{appointment.time}}. Click the tag to insert it at your cursor position.
- Preview what each tag shows — When a contact receives the email, the tag is replaced with that contact's actual data. If a field is blank for a contact, the tag either shows blank or falls back to a default value you can set.
- Test personalization with Send Test — Use the Send Test feature and send to yourself. Choose a contact to preview — you'll see the tags replaced with that contact's real data in your inbox.
Tip: Set a fallback value for first name (e.g., "there" so "Hi there" instead of "Hi ") in case a contact's first name field is blank. This prevents awkward gaps in your emails.
5
Saving and Organizing Templates
Templates are saved in the Templates library and available to everyone on your account. Good naming and organization makes them easy to find and reuse.
- Click Save at any point in the builder — Templates auto-save every few minutes, but click Save manually before closing to be sure nothing is lost.
- Use descriptive names — Name your templates so anyone on your team can understand what they're for at a glance: "Monthly Newsletter — Blue Header", "Appointment Confirmed v2", "Re-engagement 90 Days".
- Version your templates — When you make a significant change to a template that's in active use, save it as a new template (duplicate it first) rather than overwriting the original. Append "v2", "v3", etc.
- Use templates in campaigns — When creating a new campaign, you'll be prompted to choose a template. Your saved templates appear first in the picker.
- Use templates in workflow email actions — In any workflow, when you add an Email action, select "Use Template" and choose from your library. Changes to the template after linking won't auto-update the workflow — update workflows separately.
Tip: Build a "master brand template" — just a header, a footer, and one text block — and use it as the starting point for all future templates. This ensures consistent spacing and branding across everything.