Learn how to create stunning emails to deliver your lead magnet and nurture sequence to your new lead.

How email templates work

Learn how email templates work within the lead magnet delivery ecosystem and why we’ll be using email templates instead of just the basic html option within workflows and automations.Also going to tell you how to duplicate emails templates, edit ann brand the email templates, link to your lead magnet, renaming the email and saving the email templates.

How Email Templates Work: A Step-by-Step Guide #

Why Use Templates?

• Professionalism: Templates allow for features like background colors, header images, and additional images, making your emails look more polished.
• Efficiency: Templates let you pre-design the email structure, saving time when creating multiple emails.

Steps:

1. Access Email Templates: Go to Marketing > Emails > Templates.
2. Choose Lead Magnet Delivery Folder: Click on the folder named “Lead Magnet Delivery” to see pre-made templates for your lead magnet emails.
3. Edit a Template (Optional): We’ll cover editing templates in a future lesson.
4. Understand Automation Integration: When you build automations (covered later), you’ll choose these email templates to insert into the workflow. Each email in the automation (e.g., welcome email, follow-up email) will have its own designated template.

Additional Notes:

• You can create new email templates for different purposes (e.g., newsletters, campaigns).

How to Use and Duplicate Email Templates: A Step-by-Step Guide #

Choosing a Template:

1. Go to Marketing Emails and then Templates.
2. Locate the folder named Lead Magnet Delivery. These are the templates you’ll be using.

Editing Existing Templates (Recommended):

It’s recommended to edit the existing templates before duplicating them:

1. Rename the Folder: Click Actions > Rename Folder and add a prefix like “Lead Magnet – ” followed by the name of your lead magnet.
2. Edit each email within the folder. They already contain background color, header template, and social links.

Duplicating Templates (Optional):

Note: You cannot duplicate entire folders at this time.

1. Select the Template: Choose the template you want to duplicate (e.g., Lead Magnet Delivery 1).
2. Click Actions > Clone.
3. Rename the Duplicate: Give the new template a clear name related to your new lead magnet (e.g., Double Your Email List).
4. Repeat steps 2-3 for any additional templates you need.

Organizing Duplicated Templates:

1. Create a New Folder: Go back to the main screen and click Create Folder.
2. Name the Folder: Use a clear name related to your new lead magnet (e.g., Lead Magnet – Double Your List).
3. Move Duplicates: Select each duplicated template and click Actions > Move. Choose the new folder you created.

How to Edit and Brand the Email Templates: A Step-by-Step Guide #

1. Access the Email Editor

2. Choose the Template or Template within the Template folder that you like to edit

3. Branding the Template:

• Go to the top left corner under “Appearance” and “Template.”
• Here you can edit:
  • Background color
  • Body color
  • Content width
• Background Image Tip: Choose images with a small file size to avoid email provider blocking.

4. Editing the Content:

• All text is editable by clicking directly on it.
• You can also:
  • Change font style, size, and color
  • Highlight text
  • Link text 

5. Customizing Sections:

• The template is built in sections (text, image, social media, etc.).
• You can:
  • Drag and drop sections to rearrange them
  • Delete sections you don’t need
  • Add new sections 

6. Personalizing with Custom Values:

• Click on text sections to see if they use “Custom Values.”
• These values pull information like the recipient’s first name.
• You can choose from various pre-defined custom values.

7. Editing Pre-written Copy:

• Most of the text is pre-written by a copywriter.
• Feel free to edit this generic text to fit your specific message.

8. Editing Call to Action (CTA):

• The CTA button color can be edited in the “Template” section.
• How to hyperlink the CTA button will be covered in a later video.

9. Optional Sections:

• The template includes sections you can delete if not applicable:
  • Login details section (if you don’t offer a course)
  • Nurture sequence section (if you don’t plan follow-up emails)
• You can also personalize the sender name and request a reply.

10. Social Media Icons:

• Choose the social media icons you want to display.
• Delete unwanted icons and add new ones from a dropdown menu.
• Enter the corresponding URLs for each social media platform.

11. Footer Customization:

• The footer displays your copyright year, location (customizable), and email address.
• You can edit this information or use custom values.
• The footer also includes an unsubscribe link. You can choose to:
  • Keep it if using the provided unsubscribe funnel.
  • Delete it if using the default unsubscribe from your profile.

12. Email Header Template (Optional):

• You can download a separate Canva template for your email header.
• How to replace the existing header with your Canva design will be covered in a later video.

How to Add a Stunning Email Header with a Canva Template: A Step-by-Step Guide #

Step 1: Access the Template

Click the link provided to access the email header template in Canva. You’ll see it’s a shared template created by Tasha DaCosta. Click “Use template” to create a copy for yourself.

Step 2: Choose Your Design

Canva offers several pre-designed options within the template. You can choose any that suits your needs.

Step 3: Customize (Optional)

While the template provides various options, you can further customize it by adding your logo, business name, and website URL.

Step 4: Download Your Header

Click “Share” and then “Download.” Choose “JPEG” format for a smaller file size, which is better for email delivery.

Step 5: Upload to Infinity Interface

In Infinity Interface, navigate to your email template and click on the email header section. Click “Replace” and then “Upload.” Select the downloaded JPEG file and double-click it.

Step 6: Enjoy Your Professional Email!

Your email now has a beautiful and professional header! The rest of your email can be customized for branding consistency.

How to Link to Your Lead Magnet in Email Marketing Platforms: A Step-by-Step Guide #

Why Linking is Better than Attaching:

• Large files like PDFs can get flagged by email providers and prevent delivery.
• Linking provides a better user experience as it downloads directly to the recipient’s computer.

Steps:

1. Don’t Attach the File: Resist the urge to attach your lead magnet (e.g., PDF) directly to the email.
2. Highlight Your Text: Within your email content, select the text you want to act as the link (e.g., “Download Your Free Workbook Here”).
3. Insert the Link: Click the “Link” button (or similar feature) in your email builder interface.
4. Choose Your Cloud Storage: Decide where your lead magnet is stored (e.g., Dropbox or Google Drive).

Linking from Dropbox:

• Right-click on your PDF file and select “Copy Dropbox Link.”
• Paste the copied link into the “Link” section of your email builder.

Pro Tip: Improve User Experience:

• Modify the copied Dropbox link by deleting the “0” at the end and replacing it with “1.” This forces the download instead of opening it within Dropbox.

Linking from Google Drive:

• Right-click on your PDF and select “Share.”
• Change access settings to “Anyone with the link” and copy the link.
• Paste the copied link into the “Link” section of your email builder.

How to Rename and Save the Email Templates: A Step-by-Step Guide #

Steps:

1. Rename First Email:
   • Ensure the first email in your sequence is named appropriately.
   • The recommended format is “Lead Magnet – [Name of Lead Magnet] #1”.
   • Click “Save” after renaming.
     
2. Edit Second Email:
   • Change the background color of the second email if desired.
   • Replace the email header image with a pre-saved version from your media library.
     
3. Personalize Second Email:
   • Update the merge tag within the email body to display the recipient’s first name (e.g., “Hi [Contact First Name]”).
   • Ensure the link embedded in the text directs users to your lead magnet download location (e.g., Google Drive or Dropbox link).
     
4. Review and Edit Second Email Content:
   • Briefly remind users about the lead magnet and its importance.
   • Include your name and social media links at the bottom.
   • Double-check all content for accuracy.
     
5. Rename Second Email and Save:
   • Rename the second email following the same format as the first (e.g., “Lead Magnet – [Name of Lead Magnet] #2”).
   • Click “Save” to finalize changes.
     
6. Optional: Delete “Unsubscribe” Section:
   • Depending on your platform version, you may need to delete an unnecessary “Unsubscribe” section.