Fancy email templates let you build branded emails using a drag-and-drop editor - no design skills needed. Unlike the simple email option, the fancy email builder lets you add images, buttons, multi-column layouts, and more. You can save these templates and reuse them in mass emails, automated sequences, and individual client communications.
Creating a new fancy email template
Go to Settings, then Communications & Marketing, and select Fancy email templates.
Click +Add new template.
The email builder opens with a blank layout ready to edit.
Understanding the builder layout
The builder is split into two areas, a left-hand panel with two tabs, and the canvas on the right where you build and preview your email.
Content tab - shows the blocks and layouts you can drag onto your email.
Settings tab - shows the settings for whichever block is currently selected on the canvas. The options shown depend on the block type.
TIP: Only one tab is open at a time - selecting a block on the canvas automatically switches you to the Settings tab so you can edit it.
Page settings
Click on the Page itself (rather than a block) to bring up the page-wide settings in the Settings tab. From here you can control:
Page background - the colour behind your email content.
Content background - the background colour of the content area itself. Set to None by default.
Background image - upload an image or paste an image URL to use as the page or content background.
Email width - choose Standard (600px), the email industry standard, Wide (660px) for a roomier layout, or Extra wide (720px). Note that very old email apps may crop content beyond approximately 700px.
Font family, size, weight, and colour - set the default typography for your email.
Adding blocks to your email
There are a variety of content block types available.
Text - adds a textbox.
Image - an uploaded or linked image.
Button - a clickable call-to-action button.
Social - social media icon links.
Divider - a horizontal line to separate sections.
Spacer - blank space to add breathing room.
Block background (wrapper) - a container block for grouping other blocks, letting you apply a background colour or padding to a whole section at once.
Layout blocks let you split a row into columns - 2 columns (50/50), 2/3 + 1/3, 1/3 + 2/3, or 3 columns (33/33/33).
Drag any block from the Content tab and drop it onto the canvas where you want it to appear.
TIP: Keep your design simple. Emails with one or two columns, a clear heading, and a single call-to-action button tend to perform better than complex multi-section layouts. Clients often read emails on their phone, so always test how your template looks on a smaller screen before sending.
Editing block content
Click on any block in the canvas to select it. This switches you to the Settings tab, showing the options for that block.
Editing text
Click a Text block to enter editing mode. You can type directly into the block and use the toolbar that appears to change font size, colour, alignment, bold, italic, and links.
TIP: Editing the font settings from the block Settings on the left will adjust all of the text within the text block. To change specific words or sections of text within the text block use the options in the toolbar above the textbox.
Adding a hyperlink
First add a Text block to your template, or click into an existing block to edit it.
Add the text you'd like to add the link to, for example "Visit our website."
TIP: Avoid using the words "click here" as the anchor text — this is a red flag for both spam filters and phishing detectors.
In the black text setting menu, click on the chain link icon.
Select the anchor text, then click the chain link icon in the toolbar.
Add the URL into the URL field.
Optionally, add a Target to your hyperlink - when toggled on, the link opens in a new browser tab when clicked. You can also add an Underline to the anchor text.
Click Apply to add the link to your text.
Inserting dynamic data points (placeholders)
Placeholders are dynamic tags that automatically personalise your communications - pulling in the right client details at the time of sending, so every message feels personal without any extra effort.
There are a number of placeholders available in Pogozo - read our guide on placeholders here.
IMPORTANT: If you're sending a marketing email, we strongly recommend always including [[EmailMarketingUnsubscribe]] somewhere in the email - typically in the footer. This gives clients a way to opt out, which is a legal requirement for marketing emails in Australia.
Replacing an image
Click an Image block to select it, then click Upload in the Settings tab to choose a file from your computer.
You can also paste a direct URL into the Src field if the image is already hosted online.
Editing a button
Click a Button block to select it. In the Settings tab, you can:
Change the button text
Set the link URL the button points to
Change the background colour and text colour
Adjust padding and border radius
Adding your social media links
Drag and drop the Social block into your template.
In the Settings tab under Social item, you'll see your three default items - add extra by clicking the +, or remove them with the X.
You can adjust the display text in the Label field, and add your link in the related Link field.
Creating sections with dividers
A divider is a horizontal line that separates sections of your email, making it easier to scan and giving it a cleaner, more structured look. You can drag and drop as many divider blocks into your template as you need. Change the colour or width of the line in the Settings tab.
Add some space with a spacer
A spacer block lets you add empty space between your other elements. Adjust the height and colour of the spacer in the Settings tab.
Add a custom background by using a wrapper
A wrapper lets you set a background image or colour for a section of your email that stays fixed behind all the content blocks nested inside it - giving that section a consistent, layered look as the reader scrolls through.
Drag and drop the wrapper element into your template, then add an image or select the colour for the wrapper in the Settings tab. Add further elements inside the wrapper - these will sit on top of the wrapper image or colour.
Saving your template
When you're happy with your design, click Save template in the top right.
A modal appears prompting you to enter a Template Name - this name is just for your reference, clients don't see it.
Then enter a Subject - this is the subject line the client will see.
Click Save.
You're taken back to the Fancy email templates list, where your new template appears.
TIP: You can view how a saved template looks without editing it - click the action menu on the template list and select View.
Managing templates
You can always edit your templates if you need to make changes, or set them as active/inactive.
On the Fancy email templates list, each template has a status toggle. Toggle a template to inactive to hide it from selection without deleting it.
To edit a template you've already saved, click the three-dot action menu next to it and select Edit.
Using your template
Once saved and active, your fancy email template is available in three places on Pogozo Web:
Mass emails - when creating a mass email under Communication -> Emails, select Fancy email template as the email type, then choose your template from the dropdown.
Automated sequences - when adding a Send Email step in an automated sequence, set the Email type to Fancy email template and select your template.
Individual client emails - when sending an email directly from a client's profile or from the Communication area, you can choose Fancy email template as the email type.