Create an email template

Every email AISalesQ sends after a quiz starts as a template on the Emails page. A template doesn't send on its own. You choose it as a step in an automation.

Start a new template

1. 1

   Go to Emails

   In the app menu, click Emails. The Email templates page lists each template with its Subject line, Status and Last updated date.

   

2. 2

   Create the template

   Click New template in the top-right corner. If you have no templates yet, click Build first email instead. The template is created straight away, named with today's date, and the email builder opens full screen.

Build your email

1. 1

   Name the template

   Click the name at the top left of the builder, next to the pencil icon, and type a name you'll recognise later.

   

2. 2

   Add a row

   In the left panel, open Rows and click a layout, for example 1 column. The row is added at the bottom of the email. You can also drag a layout to a set position.

   

3. 3

   Add content blocks

   Open Content and drag blocks into the row, for example Title, Paragraph and Button. Click a block on the canvas to change its text and style.

   

4. 4

   Write the subject line

   Open Settings and scroll down to Metadata. Type the subject line in Subject. This is what shoppers see in their inbox.

   

5. 5

   Preview the email

   Click the eye icon (Preview email) to see the email on Desktop and Mobile. Close the preview to keep editing.

   

6. 6

   Set it to Active and save

   Switch the toggle in the toolbar from Inactive to Active, then click Save. You'll see the message Template saved.

   

Manage your templates

Back on Emails, each row has three icons in the Action column:

Use Search emails… to find a template by its name or subject. The status filter shows only Active or only Inactive templates, and the date filter uses the Last updated date.

Copy a template to another store

1. 1

   Export the template

   In the builder, open Export in the toolbar and choose Export JSON. A file ending in .email.json downloads.

   

2. 2

   Import it on the other store

   In the other store's AISalesQ app, go to Emails and click Import. Click Browse files, choose the file, then click Import. The builder opens on the new template.

   

The same Export menu has Export HTML, which downloads the email as an HTML file.