EmailS &

email Templates

Created by: Marie

Edited by: Ana

Predesigned branded email templates allow you to create your emails in FunnelBud easily. FunnelBud offers standardized email templates for all customers. You can access them at: Content > Email Templates > Agency Shared folder.

Copy any template and customize in line with your branding. Most templates include several headers/ footers/ additional sections to choose from to offer flexibility. All of them are tested in Outlook/ Gmail and on mobile. We highly recommend adding frequently used sections.

Standard Templates:

Personal (Smart) Email - to be used for email sequences (drips), or to be sent as a smart email (sent through your email provider (mail sync needs to be enabled)).

Newsletter - to be sent regularly (monthly/ quarterly) to stay on top of mind.

Workflow Email - to promote an offer etc.

Thank you (for downloading a whitepaper) Email - to deliver a whitepaper.

Best of blog posts Email - can be styled according to your liking, but will require editing to add new content. Also, an email will need to be manually scheduled (to a list).

RSS Email - has a standard layout and might not look as good as a Best of blog posts Email. A highly recommended option, since the emails are fully automated (content is pulled from an RSS feed/ sent automatically as per schedule). Schedule monthly, or every time a new blog post is published.

Creating branded email templates

Once the email is created, you can go ahead and style it's overall look/ header/footer in line with your branding. Theme Styles [paintbrush icon in the left banner] allows you to modify colour and text style settings.

Outlook Safe Fonts

Since it's still one of the most popular email applications out there, make sure you use one of the Outlook safe fonts: Arial, Georgia, Verdana, Times New Roman, Trebuchet MS.

Creating Emails from Templates

Once you finish creating a template, click the "+" button to create an email. (Note that changes that you make in the template won't automatically sync with your emails). You can also create an email by copying any previous emails.

Refer to the following articles for more information on adding/ editing content:

Testing and Scheduling Emails

Once an email has been created, you can test it to see how it looks when it is sent. These tests can be sent to specified test lists and be scheduled to send at specific times. Make sure you test your email on Outlook, Gmail and mobile.

The following are available options for testing and sending emails:

Send a Preview Email vs. Send to List: We recommend using send to list (create a test list with only you in it). When previewing email, the merge variables will not work, neither you will be able to test on mobile using dev. tools on Google Chrome.

Litmus test: this paid feature will allow you to see exactly how your email looks in the most popular email clients. Read more about Litmus test >

How to test in Gmail/ Mobile

Best Practices

  • Worth checking prior to sending email.

  • Try to avoid two people editing and saving emails at the same time. Instead always refresh on your end first to reflect the changes the other person made (otherwise you will overwrite them).

  • It is best to edit your email section by section and save every time you complete one. This way if the section is incorrect, you can simply refresh and your previous work will not get lost.

  • You are able to access all Previous versions by clicking the three dots on the top right corner.

How to personalize your communication

Creating Dynamic Emails

Dynamic emails contain content that changes based on information on a lead. As an example, consider a lead who is interested in services that a marketing agency provides. These services could be branding, website design, development, digital marketing or creative services. When a lead shows an expressed interest in one of those services, custom fields in FunnelBud can be changed to capture said interest.

The lead then fills out a form on the website for more information on the service in which they are interested. That form fill then triggers an email autoresponder from FunnelBud. Using dynamic email, you need only one email that sends to all leads who fill out the form. However, the content within that email will be specific to the interest of that lead.

How to create dynamic content rules (demo):

  • In FunnelBud's top toolbar, click Content > Emails.

  • Create or edit an email.

  • In the left sidebar, click Dynamic Content > Rules > Add rule group.

  • In the pop-up window that appears, click +Add.

  • Enter a name for the rule.

  • Select the desired audience and lead fields.

  • Click Create and Add Dynamic Content Rule to This Email.

  • In the rule, click the Rule Segments caret.

  • Click Build new segment.

  • Modify the rule segment.

  • Click Save.

More information: Creating Dynamic Email

Merge variables

A merge variable can be used to merge information about each recipient, so you can customize each email to make it look like you are sending a personal email to each person on your list.

<Case study - example>

How to add merge variables (demo):

TIP: To edit the text in the Unsubscribe & View in browser links do the following.