How to Use the Email Template Builder in FlowMattic

FlowMattic’s Email Template Builder makes it super easy to create and manage custom email templates for your workflows. Whether you want to send newsletters, notifications, or promotional content, you can do it all with just a few clicks — no coding required!

Follow this step-by-step guide to create your own email template, customize it, and even use dynamic data.

🚀 Step 1: Navigate to the Email Templates Section

From your FlowMattic dashboard:

1. Look at the left sidebar.
2. Click on Email Templates.
3. You will be redirected to the admin page of your Email Templates. Here, you can create new templates, edit existing templates, delete unused templates or clone existing to get started easily.

📌 This section is dedicated to creating and managing your reusable email layouts.

➕ Step 2: Create a New Template

If you don’t have any templates created yet, you’ll see a message saying “No Templates Found.”

To create your first template:

• Click on the + Create New Template button (top-right or center of the page).
• It will open a modal asking you to enter template name and choose pre-built template to start with

🧱 Step 3: Choose a Template Type

You’ll now see a popup titled “Create New Template”.

1. Enter a name for your template (e.g., Weekly Newsletter).
2. Choose from the Prebuilt Templates or start from scratch with a Blank Template.
3. Click the Use Template button under the one you want.
4. You will be redirected to the Email Template Builder with your selected Email Template pre-loaded.
5. Customize it as per your requirements, and make sure to hit the SAVE button or your changes will be lost.

💡 You can always edit any section of the template you choose, so pick the one that’s closest to what you want to send.

🎨 Step 4: Customize the Template

After importing the template, it opens in the visual editor.

Here’s what you can do:

• Click on any block (image, heading, button, etc.) to edit it.
• Click the + icon to add a new block (see image).

• Available blocks include:
  • Heading – Add titles or section headings.
  • Text – Add regular paragraph text.
  • Button – Add clickable buttons with links.
  • Image – Upload and insert an image.
  • Avatar – Add user profile images.
  • Divider – Insert a line divider between sections.
  • Spacer – Add white space.
  • HTML – Embed custom HTML.
  • Columns – Create multi-column layouts.
  • Container – Group multiple blocks together.

You can move or delete blocks using the floating toolbar that appears when you click on any block.

✨ Step 5: Use Dynamic Data

You can use dynamic placeholders to insert personalized content automatically, such as the user’s name, email, links, etc.

1. Click on the Data tab (top-right side of the editor).
2. You’ll see a prefilled JSON object like if you have a template imported that supports dynamic data:

{
  "unsubscribe_link": "#",
  "whats_new_link": "#",
  "preview_updates_link": "#"
}

3. You can add your own fields. Example:

{
  "first_name": "John",
  "last_name": "Doe",
  "account_link": "https://yourdomain.com/account"
}

4. To use these values inside the email, use this format:

• {{first_name}} → Displays “John”
• {{account_link}} → Can be used to replace the button URLs or links etc.

🧠 Tip: These placeholders will be replaced with actual values during the email send process inside your workflow.

✉️ Step 6: Send a Test Email (Optional)

Before using your template in a workflow, you can test how it looks:

1. Click the Send Test Email button in the left sidebar.
2. You will be prompted to enter an email address to send the test email to.
3. The test email you send will prepend the text “Test Email” to the subject to avoid confusion.
4. Once you enter the email and click send test email button, it sends a preview to your configured test address using the mock data under the Data tab.

💾 Step 7: Save the Template

Once you’re done editing:

• Click the SAVE button at the top to save your template.
• This is a required step. Without clicking the Save button, no changes or the template itself will be saved.

🔄 Step 8: Use the Template in a Workflow

To send emails using your template:

1. Go to Workflows and edit your existing workflow or create new one.
2. Add a step using the Email SMTP module and Send Template Email action.
3. In the template selection dropdown, choose the template you just created.
4. If you have configured the Dynamic Data within the template, you will get an option to provide the values for each data item. You can map the data with previous action step responses or trigger response as well.

✅ FlowMattic will automatically replace dynamic variables with actual data from your workflow execution.

📚 Final Notes

• You can always return to Email Templates to update or duplicate your templates.
• Make sure your SMTP settings are correctly configured under Settings → Email SMTP.
• This feature is perfect for automating marketing emails, updates, onboarding, and more.

Got questions or need help? Check out our support portal or reach out via chat! 🎯