CleanCloud’s Email Template Builder enables you to create custom email templates, streamlining your marketing efforts while keeping your emails on-brand, visually appealing, and effective.
⚡ This feature is exclusively available for Grow and Grow+ customers. Upgrade your plan today to access these and other powerful features.
Getting Started
Templates are created using content blocks, which you can easily add, remove, or edit via the side menu. To access this feature:
Navigate to Settings → Marketing → Email Templates.
View and edit existing templates, or create new ones.
How to Create a New Template
Go to Settings → Marketing → Email Templates, then click Create Email Template at the top right.
1. Content Blocks
Add and customise the following content blocks:
Logo Header: Displays your store logo at the top. Upload your logo under Settings → Admin → Store Settings → Appearance.
Title: For large text headings.
Text: Main body content.
Button: Creates clickable buttons, linking to a URL or using preset call-to-action options.
Image: Upload images, use stock photos, or generate images with AI (note daily limits).
Tip:Aim for images around 600-800 pixels wide, with a file size under 200 KB for optimal clarity and load speed.Divider: Adds a line to separate content blocks.
Footer: Includes buttons to download the CleanCloud app or your custom app, and social media links.
2. Template Settings
Settings Tab: Edit the template name, email subject, and background colour.
Template Action: Assign a template for the online signup welcome email to personalise customer onboarding. Choose whether it applies to online signups or manual entries via the POS. Additionally, use the Review Request Email template to request customer reviews.
Share with Stores: Share templates across your multi-store group for consistent branding.
Customising Blocks
Hover and Edit: Highlight a block, then click to adjust properties like font, size, colour, and alignment.
Delete or Move: Click the red bin icon to delete a block, or use the blue arrows to reposition it.
Save Changes: Click the green check mark to save your edits.
Managing Templates
Duplicate: Click the square icon next to a template, enter a new name, and click Duplicate.
Tip:Duplicating a template lets you start from an existing design, saving time.Edit: Click the pencil icon next to a template.
Delete: Click the bin icon next to a template.
Sending a One-Off Email Using a Template
Go to Settings → Marketing → Email.
Select Use Template from the top dropdown menu, then choose your template from the Templates dropdown.
Add your email rules as usual.
Tips and Tricks
Using an image processing software or website like Canva is a great option if you're looking to create images for your Marketing Templates.
Once they're uploaded as images make beautiful emails ready to send out to customer and promote your services.
Below are some images made by our Fabulous Team designed to be eye catching and imported in CleanCloud!
Using Templates for Automated Campaigns
Navigate to Settings → Marketing → Automated Campaigns.
Click New Campaign and follow these steps:
Step 1: Choose Templated Email in the Send Using dropdown.
Step 2: Select your template from the Template dropdown.
Steps 3 and 4: Proceed as usual.
For detailed guidance, check our article on automated campaigns.
💡 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.