How to create a custom email template and branding?

Why do you need custom email templates?

Certifier provides you with a default email template that is sent to the recipients of your credentials. The default email template consists of Certifier's logo, heading, text, and button. If you want to change some of the components of the default template, you can create a custom email template. With a custom email template, you can replace the Certifier's logo or modify the text of the emails saturating it with your brand voice.

Here is what a default email template provided by Certifier looks like.

Why do you need custom email branding?

Email branding is the set of parameters you apply to a particular email template. By default, a standard email branding style is applied to credential templates: the logo takes up 30% of the template's width, the color of a button is blue, and the background of the email template is light grey. If you want to change some of these parameters, you should create a custom email branding. For example, you have just added your company's logo to the template. While the blue button perfectly matches Certifier's logo, it may look worse with your one. You can adjust the button color to one of your branding colors and provide a consistent branding experience for your recipients.

How to create a custom email template and email branding?

To create a custom email template, go to the Emails section and click on the Create email template button. You will be redirected to Certifier's email builder.

Start the process from the Content tab on the left. Here you can add your Company's logo, change the text of the button, and add dividers if necessary.

If you want to remove some element, place a cursor after it and click Backspace or Return on Mac.

Next, in the Branding tab, you can choose a branding for this particular template. You can customize the following categories:

Template: change the background color, template color, and border-radius

Text styles: modify the color of each part of your text, adjust its size and font, change the link color and style

Button: adjust text color and size, choose button color and border radius that aligns with your branding.

Divider: add an additional divider and change its color

In the Attributes tab, you can add some additional attributes to your email template text. They will be replaced with valid data from your spreadsheet or automation. Check this article to understand how the dynamic attributes work.

Finally, you can name your template and modify its subject in the Settings tab. The subject will be displayed to your recipients once they receive the credentials you issued.

Once you are satisfied with all the components of your template, hit the Create button

Congratulations! You have just built a great email template and customized it with an outstanding email branding style! You can create more email templates for each of your courses or webinars, and adjust them to your needs by applying specific branding styles to each of them.

If you still have some questions, do not hesitate to contact us via chat icon or email us directly: contact@certifier.io

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Related articles:

Can I use my own email address to distribute certificates with Certifier?