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 has three main areas:
The left panel shows the blocks and layouts you can add to your email
The canvas in the centre is where you build and preview your email
The right panel shows the settings for the block you've selected
Adding blocks to your email
A block is an individual element that you drag from the left panel onto your email canvas to build up your email. The left panel is divided into two sections: Content and Layout.
Content blocks are the building blocks of your email:
Text -- a paragraph of copy
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
Wrapper -- a container block for grouping other blocks
Layout blocks let you split a row into columns:
2 columns (50% / 50%)
3 columns (33% / 33% / 33%)
4 columns (25% / 25% / 25% / 25%)
Drag any block from the left panel and drop it onto the canvas where you want it to appear.
Editing block content
Click on any block in the canvas to select it. The right panel updates to show the settings 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.
Adding an image
Click an Image block to select it, then click Upload in the right panel to choose a file from your computer.
Adding a button
Click a Button block to select it. In the right panel, 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
To add your social media links to your template drag and drop in the Social block.
In the right hand panel under the Social item header you'll see your three default items, you add extra by clicking the + or remove them by selecting the X
Add an image for the social media platform you're linking to, adjust the display text in the Content textbox, and add your social media link into the related Link textbox.
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. If you want to change the colour or width of the line you can do this in the right hand panel.
Add some space with a spacer
A spacer block is just what it sounds like, it allows you to add empty between your other elements. You can adjust the height and colour of the spacer in the right hand panel
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.
Simply drag and drop the wrapper element into your template, add an image or select the colour for the wrapper in the right hand panel. Next, add further elements into the wrapper, these will sit on top of the wrapper image/colour.
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
TIP: 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.
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. Enter a name and click Save.
You're taken back to the Fancy email templates list, where your new template appears.
Managing template status (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.
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.
TIP: You can view how a saved template looks without editing it - click the action menu on the template list and select View.