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How to Upload an Email Template in ConvertKit

In this tutorial, we’ll be creating a custom HTML email template in ConvertKit using a Postcards template.

We have released new email templates for ConvertKit.

Prerequisites

  • A Designmodo account
  • A ConvertKit account
  • A text editor that can open HTML files

Video Version

Steps

1. Create a Postcards template with the required ConvertKit tags

The first thing we need is a Postcards template with the required email tags. We want to add these tags in the Postcards interface so we don’t have to edit the code later. The two tags we need are the unsubscribe url and the message content.

They look like:

{{ unsubscribe_url }}

{{ message_content }}

In the Postcards app, I made a template that consists of a Header 7, Content 4, Feature 5, Call to Action 1, and Footer 1. It looks like:

How to Upload an Email Template in ConvertKit

We’ll be adding the message content tag to the subtitle text in the Header.

Click the Header to open up the side menu and then click “Text.”

Create a Postcards template with the required ConvertKit tags

Replace the content in the editor with the message content tag like this:

Replace the content in the editor

Then press “Done” at the top of the side menu.

Next, we’ll be adding the unsubscribe tag to the footer.

Scroll to the footer and then click it. That’ll open a side menu to customize the values in the footer, then click “Column #2.”

Column #2

Scroll until you find where the email is defined and then update it with the unsubscribe URL values.

Scroll until you find

Now all the changes we need to make are finished.

Press “Done” in the side menu and then press “Export” in the top-right corner of the app. Press “Download as zip” and make sure you have the “Host images online” option selected so you don’t have to download and deal with the images manually.

Your screen should look like:

Host images online

Extract the file into a folder you can work with. It should look something like this:

Extract the file

2. Create a custom email template in ConvertKit

To create a custom email template in ConvertKit, click your profile in the top-right corner of the app and then press “Email.”

Create a custom email template in ConvertKit

Then in the account settings page, click the “Email Templates” option in the top menu.

Email Templates

In the email templates page, click the “New Email Template” button.

New Email Template

On the next page, click the “Create HTML Template” option.

Create HTML Template

Open your index.html file in a text editor. I’m using Visual Studio Code so my file looks like:

Open your index.html file in a text editor

Copy everything in this file and paste it into the ConvertKit editor and give your template a name.

Your page should look something like:

ConvertKit editor

In the bottom-right of the page, click “Save.”

In the bottom-right of the page, click “Save.”

At this point, your template is ready to go!

I sent myself a test email by creating a new broadcast and it looks like:

Test email convertkit

What we covered

  1. How to create and export a Postcards template with ConvertKit email tags.
  2. How to create a custom HTML email template in ConvertKit.
Updated on May 20, 2024
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