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How to Create a Template for an Email Campaign

Article author
Learning Center Mekari
  • Updated

Before you can create an Email Campaign, you need to create an email template first through the Campaign menu under the Templates section. Learn the steps below.

Important
Email Campaign is only available for users subscribed to Mekari Qontak’s latest plans: Broadcast, Service Suite, Sales Suite, or Qontak 360. View the details of these plans di sini.

  1. Log in to your Omnichannel account, then select the “Campaign” menu.
  2. Click the “Templates” tab.
  3. Then click the “Email” tab.

    The ‘Email’ tab will appear if you subscribe to the latest package available on Mekari Qontak, namely Broadcast, Service Suite, Sales Suite, or Qontak 360. Click here to see the details of the package.

  4. Then select “Create template”.
  5. Fill in the Template name, then click “Continue”.
  6. In the “Content” icon, you can select the components you want to use in your Email Campaign content.

    Description:
No. Feature Name Explanation
1 Drag component here

The content of the template to be created.
2 Component

Here, you can create a template type consisting of Text, Image, CTA Button, and Divider by dragging any of these components into the “Drag component here” section.

Below are the details of each template type you can choose:

1. Text 

If you select the Text component type, you can configure the text style, add variables, adjust the body color, and set the spacing.

2. Image

If you select the Image component type, you can adjust the image type, description, size, link attachment (optional), and the image alignment (position).


3. CTA button 

If you select the Call to Action component type, you can configure the button text, destination link, text color, button color, border color, border radius, button width, and button alignment.  


4. Divider

If you select the Divider component type, you can adjust the line thickness, width, style, and color.
3 Drag button Button to drag a template component into the “Drag the component here” area.
4 Drag component here Platform area for placing the template components.
5 Preview Preview button to see the visual result of the created template.
6 Contents button TButton to access Content settings.
  1. Then click the “Style icon” to set the template design. Here is an explanation of each feature on the page.

    Description:
    No. Feature Name Explanation
    1 Background color The background color of the template.
    2 Body color The color of the body template.
    3 Body width The width of the body template.
    4 Spacing The distance of the body template.
  2. Next, click “Create”.
  3. The template that has been created will appear on the following page.

A. Editing Template Content

If you need to update the details of an existing email template, there is no need to create a new one; you can simply edit the existing template. Follow these steps:

  1. Click “Actions”, then select “Edit” on the template you want to modify.

  2. Edit the template as desired. Once you’ve verified that all the data is correct, click “Save changes”.

    Please note that any edits made to a template will only affect future campaign deliveries, including the template content preview of campaigns that have already been sent.

B. Deleting a Template

You can delete a template if it is no longer relevant for use. Follow these steps:

  1. Click “Actions”, then select “Delete” on the template you want to remove.

  2. Click “Delete” again to confirm the deletion.

  3. You can also delete a template from its detail page. Click the name of the template you want to delete.


  4. Then click “Delete template”.

  5. Click “Delete” again to confirm.

    You can still preview the content of a deleted template from the Campaign Detail page.

  6. The template has been successfully deleted.

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