Email Template System

Template Creation and Design #

Visual Email Editor #

Corcava provides a powerful visual email editor for creating professional email templates:

Email Editor Features:

• Drag-and-Drop Interface: Visual email editor with intuitive drag-and-drop functionality
• Professional Design Tools: Comprehensive design tools for creating polished email templates
• Real-Time Preview: See your email design in real-time as you build it
• Responsive Design: Templates automatically adapt to different screen sizes and devices
• Dark Theme Interface: Modern dark theme interface for comfortable template creation

Editor Configuration:

• Minimum Height: 800px editor workspace for comfortable template design
• Tool Panel Position: Tools panel docked on the right side for easy access
• Localization Support: Multi-language interface support for global teams
• Image Handling: Image tools are configured for template-specific requirements

Template Design Process:

• Template Naming: Enter descriptive names for easy template identification
• Visual Design: Use the drag-and-drop editor to design your email layout
• Content Addition: Add text, images, buttons, and other elements to your template
• Styling: Apply colors, fonts, spacing, and other styling options
• Preview: Review your template design before saving

Template Structure and Storage #

Email templates in Corcava are stored with comprehensive design preservation:

Template Components:

• Template Name: Descriptive name for easy identification and selection
• Template HTML: Final rendered HTML code for email delivery
• Design Object: Complete design configuration preserving all editor settings
• Team Association: Templates are organized by team for proper access control

Design Preservation:

• Complete Design State: All design elements, styling, and layout preserved
• Editable Format: Templates can be reopened and edited in the visual editor
• HTML Generation: Automatic HTML generation from visual design
• Cross-Platform Compatibility: Templates work across different email clients

Template Management #

Creating New Templates #

The template creation process is streamlined for efficiency:

Template Creation Workflow:

1. Access Template Creator: Navigate to the email template creation interface 2. Enter Template Name: Provide a descriptive name for your template 3. Design Your Template: Use the visual editor to create your email design 4. Save Template: Template is automatically saved with both HTML and design data 5. Confirmation: Receive confirmation of successful template creation

Creation Features:

• Auto-Save Functionality: Templates are automatically saved during creation
• Design Validation: System ensures template design is properly preserved
• HTML Export: Automatic generation of clean, email-client-compatible HTML
• Error Handling: Comprehensive error handling during template creation process

Editing Existing Templates #

Templates can be easily modified and updated:

Template Editing Process:

1. Select Template: Choose the template you want to edit from your template library 2. Load in Editor: Template design is loaded into the visual editor 3. Make Changes: Modify design elements, content, or styling as needed 4. Update Template: Save your changes with updated HTML and design data 5. Confirmation: Receive confirmation of successful template update

Editing Features:

• Design Preservation: Original design elements are maintained when editing
• Incremental Updates: Make changes without losing existing design work
• Version Control: Templates maintain their structure while allowing updates
• Real-Time Updates: Changes are reflected immediately in the editor

Template Organization and Access #

Templates are organized efficiently for team collaboration:

Team-Based Organization:

• Team Isolation: Each team has access only to their own templates
• Shared Access: All team members can access team templates
• Permission Control: Role-based permissions control template creation and editing
• Template Library: Organized template library for easy browsing and selection

Template Permissions:

• View Templates: Permission to view and browse existing templates
• Create Templates: Permission to create new email templates
• Edit Templates: Permission to modify existing templates
• Delete Templates: Permission to remove templates from the library
• Role-Based Access: Different permission levels based on user roles

Template Browsing:

• Paginated Lists: Templates are displayed in organized, paginated lists
• Template Names: Clear template naming for easy identification
• Quick Access: Fast access to frequently used templates
• Search and Filter: Easy location of specific templates within large libraries

Template Integration #

Using Templates in Campaigns #

Templates integrate seamlessly with email campaigns:

Campaign Integration:

• Template Selection: Choose from available team templates when creating campaigns
• Template vs. Text Editor: Option to use templates or create custom content
• Template Preview: Preview selected templates before campaign creation
• Dynamic Content: Templates support dynamic content replacement during sending

Template Usage:

• Campaign Creation: Templates are available during email campaign setup
• Template Dropdown: Easy template selection from organized dropdown menus
• Template Validation: System validates template selection and compatibility
• Content Personalization: Templates support personalization tokens and dynamic content

Template Customization #

Templates can be customized for specific campaigns:

Customization Options:

• Dynamic Content: Templates support dynamic content replacement
• Personalization Tokens: Use tokens like `{{first_name}}` for personalized content
• Content Variables: Replace template content with campaign-specific information
• Conditional Content: Templates can include conditional content based on recipient data

Template Flexibility:

• Reusable Designs: Templates serve as reusable design foundations
• Content Adaptation: Template content can be adapted for different campaigns
• Brand Consistency: Maintain consistent branding across all email communications
• Efficient Creation: Reduce time spent on email design through template reuse

Template Quality and Performance #

Design Standards #

Templates are built to meet professional email standards:

Email Client Compatibility:

• Cross-Client Support: Templates work across major email clients
• Responsive Design: Templates adapt to different screen sizes and devices
• HTML Standards: Clean, standards-compliant HTML generation
• Rendering Optimization: Optimized for consistent rendering across platforms

Professional Quality:

• Visual Polish: Professional-grade design tools for high-quality templates
• Brand Consistency: Maintain consistent branding and design standards
• User Experience: Templates designed for optimal recipient experience
• Performance Optimization: Efficient HTML and CSS for fast loading

Template Validation #

Templates undergo validation to ensure quality:

Validation Process:

• Design Integrity: System validates template design integrity during saving
• HTML Quality: Generated HTML is validated for email client compatibility
• Content Structure: Template structure is validated for proper email formatting
• Error Prevention: Validation prevents common template issues and errors

Quality Assurance:

• Automatic Validation: Templates are automatically validated during creation and editing
• Error Reporting: Clear error messages for any template issues
• Best Practices: Templates follow email marketing best practices
• Consistent Output: Reliable template generation and HTML output