PansoHelp

Creating an email template (drag-and-drop)

Design a branded email in the visual editor or start from a gallery template.

Marketing Suite

Templates are reusable email designs built in a visual drag-and-drop editor.

  1. Open the Marketing SuiteTemplates → Template Gallery, or click Create.
    The Template Gallery
    The Template Gallery
  2. Pick a Blank template or a pre-built design, give it a name, category and type, then click Start Design.
    Choosing a starting template
    Choosing a starting template
  3. In the editor, drag content blocks (Columns, Button, Heading, Paragraph, Image, Social, Menu, HTML) onto the canvas and edit inline. Use merge fields like {{contact.LASTNAME}}.
    The drag-and-drop editor
    The drag-and-drop editor
  4. Click Save Template. It’s now available to pick when building a campaign.
    Saving the template
    Saving the template
Add merge fields like {{contact.LASTNAME}} to personalize at scale — each recipient sees their own name.

Frequently asked questions

Where do saved templates go?
Into Templates → Saved Template, organized by Template Categories. You pick one at the Template step of the campaign wizard.
Can I start from a design instead of blank?
Yes — the Template Gallery has ready-made, branded layouts you can duplicate and edit.
What blocks can I drag in?
Columns, Button, Divider, Heading, Paragraph, Image, Social, Menu and raw HTML.
Will it look right on mobile?
The editor’s blocks are responsive; use the device-preview toggle to check before saving.