Templates Overview

Templates are used for designing both Campaign and Triggered emails.

Templates enable you to specify how your message content, user information, user interests, data feed content, and third-party advertising should all come together. Templates can be created and edited within My Sailthru or by submitting all code and settings via Sailthru’s API.

Example uses for triggered and campaign templates are listed below. For more information, see the Campaigns Overview and Triggered Messages Overview pages.

For a step-by-step guide to the process of creating templates, see The Template Editor for HTML emails or Email Composer for Visual emails.

Video: Templates Overview

Before You Begin

While you can create a template prior to adding one or more Lists of your users to Sailthru, it is helpful to consider:

  • Who is the audience for this template?
  • When will they receive the template? For example, it may be a campaign template sent after the user signs up for your newsletter or a transactional template sent to the user after completing a purchase.
  • How will content be pulled for this template? See the Date Feeds Overview page for more information on pulling dynamic content.

Note: If this is your first time building templates for Sailthru, or you’re building a new type of template for the first time, be sure to discuss your plans with your Customer Success manager. Your CSM can provide sample template code and ensure you are using Sailthru’s best practices for template design and strategy.

To get started, see Build a Template, or first review some examples for each template type, below.

Template Type Examples

These are just a few examples of what you can do with email templates. Given the large array of options available when sending Campaigns and Triggered Messages, and building templates for each, you can adapt each kind of message to your own needs.

Triggered Messages

  • Personalized Welcome Emails

Leverage your new users’ signup data immediately, track the sources of your lead generations, and use Lifecycle Optimizer to create a dynamic welcome message “flow” that responds to customer behavior in their first few days! For more information, see Capturing User Vars on Signup and Lifecycle Optimizer.

  • Purchase Confirmation Emails

When each user purchases a product or service, automatically send a summary of the purchase for informational purposes, while optionally using Sailthru’s Personalization Engine to include customized offers and other user-specific content. You will need to specify this template in your Purchase API calls.

  • Abandoned Cart Emails

Reclaim your revenue by setting up automatic shopping cart reminders to remind users of items they left behind, using an Abandoned Cart template. Product information is automatically pulled into an Abandoned Cart template when you keep Sailthru in sync with cart and purchase activity, using the Purchase API. For more information, see Abandoned Shopping Carts.

Campaign Email Messages

  • Dynamic Recurring Newsletters

Deliver an individually curated experience to each of your customers based on real-time behavior and interests. Set up a newsletter-style template powered by a content feed, make it recurring, and let Sailthru send the right content to the right user, each and every time. In addition to your template, you’ll also need to Create a Horizon Data Feed and Template and Set Up A Recurring Campaign