How to create and design automation emails

Automations can send emails automatically when contacts are created, added to or removed from lists, or when their contact properties are updated. In this article, you’ll learn how to create and design the email used in an automation.

Create your automation email

1. When you’ve edited your subject line for the email, click Create email.

2. The automation email builder will open. Edit the placeholder text in the email body to write your message. You can personalize your email using contact properties from your contacts list. Type @ in the text editor and select the contact property you want to insert from the list.

3. Add content blocks to structure your email. Click Add Content, then select the block you want to add. Available blocks include Title, Text, and Button. You can add up to 10 content blocks in a single email.

4. Edit the text of your button and add a button link in the button settings on the right.

5. Rearrange content blocks by dragging and dropping them in the left sidebar.

6. Format your text by highlighting it in the editor. A formatting menu will appear where you can bold, italicize, or add hyperlinks to your text.

7. Manage content blocks using the three-dot menu on each block. From here you can Duplicate or Delete the block.

Add social media links to your automation email

You can include your preferred social media icons in the footer of your emails to share links to your social media profiles.

1. Toggle the Social media links switch in the Footer section of the email builder.

Now you'll see some social media icons displayed in the footer of your email and the corresponding fields to social media links in the panel on the right. 

2. Click the + icon on the right hand side to select other social media platforms from the list, or click the trashcan icon next to a platform name to delete it from your email footer.

3. Paste a valid link to your social media profile in the text field under the name of a platform. 

4. Click Save and exit when you're happy with your selection.

Add a theme to your automation email

To customize the colors and font of your email, click the Design button to apply a theme to your email.

1. Click Design in the toolbar.

2. Click the + button to create a new theme.

3. To add your logo, click + Add logo under the Logo tab.

4. You can choose to Upload your logo, select a logo from a Brand kit, or choose a logo from My gallery. You can upload a logo in JPG, PNG, or GIF format and up to 4MB in size.

Select the size and alignment of your logo.

Add any logo alt text.

Click the picture icon to change your logo or the trash can icon to delete it.

To preview design changes in your email message, move the design panel by dragging the six-dot handle.

5. Click the Font tab and select the font you want to use.

You can also customize the color, size, and alignment for title and text content blocks.

6. Click the Buttons tab to customize button styles, including:

• Button background color
• Button font color
• Alignment
• Button radius

7. Click My new email theme to rename your theme.

8. Click Save to save your theme.

9. Your theme will be applied to the email automatically. When you're happy with your email, click Save and exit to continue building your automation.