How to Edit Your Newsletter Master Template

Step-by-step instructions to customize your newsletter template for all future campaigns

Your newsletter master template controls the overall look and feel of every email you send. This guide will walk you through how to edit and customize the template to keep your branding consistent and your content fresh.

Step 1: Dashboard > Edit Template

From the newsletter dashboard, click on the option to edit template as shown below:

 

Step 2: Overview of Template Editor: 

This template editor will allow you to modify the contents of your future monthly newsletters. Essentially, you can set global settings here that will auto-generate into your monthly newsletter. This is where you want to setup smart defaults such as sequence of blocks and layouts, and specific automations. 

Note: This is NOT where you would add specific monthly content. Save those edits for the actual current month newsletter. This section is specifically designed to allow you create smart defaults for each newsletter that gets automatically produced

Step 3: Adding, Removing, Or Re-arranging A Block: 

Use the tools shown in the screenshot below to adjust your newsletter blocks:

  • Add: Insert a new block above the selected section.
  • Re-arrange: Move blocks up or down to change their order.
  • Delete: Remove the selected block from your newsletter.

Step 4: Edit Block Settings

Click the Change label to update the article category or listing source. You can also adjust settings like Compact View or set listing priority by most recent/expensive and number of listings.

Step 5: Change Global Styles

Without having a block selected inside the newsletter, you will find the styling options for your newsletter as a whole available on the right hand side. Click to select these options and make changes accordingly to the backdrop colour, canvas colour, canvas border colour, canvas radius, font family, or general text colour.

Step 6: Preview Changes

Preview all your changes by clicking on the "Preview" button as shown below. This will allow you to see the newsletter populated with the selected items inside your template.

 

Once you are done, click on "Save and Close" or "Apply" in the bottom right hand corner to complete the process. 

Congratulations! You've modified your email newsletter template!

Now that you've completed this process, head on over to learn about modifying your branding header and footer or modifying your settings and preferences.