Create a Base Template

read

Overview

Before you hit the ground running with Klaviyo, we recommend creating one or more base templates that you can use as a foundation for all your marketing emails. A useful base template, for example, might include a custom template header featuring your logo, a navigation button bar, etc. 

Note

When building your base template(s), it's a good idea to save blocks that you can reuse in other emails. For example, headers and footers can be reused in the default Klaviyo abandoned cart flow to save time.
 

Creating a New Base Template

First, navigate to the Email Templates tab in your account. Then, click Create Template. We will prompt you to choose a layout as a starting point and you can preview each option by clicking the magnifying glass icon.

If you aren't sure how you'd like to structure your template, we recommend choosing a one-column template, since you can always add columns later.

2017-09-18_13-44-10.png


You'll then be prompted to name your template. Name it something descriptive, like "Product Release Template," and click Create Template.

Once your template is created, you'll be taken to the template editor, where you can use a number of drag-and-drop blocks to customize the appearance of your emails. Here, you'll also be able to choose the width of your template, however, we recommend sticking to the default 600px template width.

Header

Preheader Text

2017-05-15_17-48-35.png


Preheader text
, sometimes called preview text, is the first component of any email. You will want to customize the preheader text for each individual email because it is displayed in the inbox preview. However, it's good practice to place a text block at the top of every base template to remind yourself to add preheader text.

The preheader text is the first few lines of text in an email, so you don't necessarily have to use a text block to display your preview text. You can also use a split block or a table, like in the example above. 

If you only want your preheader text to be displayed in the inbox preview -- and not in the template itself -- you can change the text color to be the same color as the content background. If you have white text on a white background, for example, the preheader text will not be visible within the email.

Web View Link

You'll want to add a web view link if you'd like recipients to be able to view your email in a separate window in their browser, not within their ISP (i.e. Gmail, Yahoo, etc.). 

To add a web view link, simply input {% web_view %} where you would like recipients to click. You can also choose "Webview" from the Insert Tag drop-down in the text editor.

2017-05-15_17-48-35.png

Learn more

Learn more about template tags in Klaviyo.

Company Logo

The header of your template is a good place for common elements such as a logo and a navigation bar. Below your preheader text block, you can drag an image block to add your logo. We recommend a logo that's no more than 150px tall to avoid pushing the content of your email too far below the fold.

Navigation Bar

Add a navigation bar to your template by dragging a "Button / Link Bar" block. Your navigation bar should only have 3-4 links to avoid overcrowding.

  • To make your buttons blend in, you can set the background color of your "Button / Link Bar" block to match the content background color; you can use horizontal rule blocks to set your navigation bar apart from the rest of the email, like in the example below
  • To make your navigation bar a solid color, set the block background and the button colors to the same color
2017-05-16_10-11-33.png

Body Content

Depending on the type of template you're building, you'll likely have common body elements that you'll want to reuse. For example, you may have a headline and hero image in every product release email you send. 

Headline and Hero Image

Headlines and hero images can be added to a template by dragging in text and image blocks. Typically, these are the first two elements in the body of an email. A hero image should span the content width of your template and, depending on your preferences, you can use any of the <h> tags for your headline.

Beneath your headline and hero image will be the body text of your email. You can make this as short or lengthy as you'd like, depending on the purpose of the template.

2017-05-16_17-07-43.png

Learn more

Learn more about managing images in your email templates.

Product Block

Product blocks are a great tool for displaying items from your product catalog in your email templates. Rather than manually grabbing an image from your site along with the link, description, price, etc., you can use a product block to display this information dynamically, since Klaviyo syncs this from your ecommerce platform.

You are also able to use the product block to display only items from certain categories (i.e. Men's), as well as trending, bestselling, and recommended products. 

DragDrop.gif


Add Columns

There are two ways to add columns to an email template:

  • Drag in a split block to create two columns
  • Drag in an "Add Columns" block to create two or more columns; if you choose this option, a dialog box will prompt you to choose the number and layout of the columns you'd like to add

Split Block:

2017-09-18_13-45-34.png


Add Columns Block:

2017-09-18_13-46-11.png

 

Calls to Action

Use buttons as your main calls to action. Each email you send should have one primary call to action (CTA), such as "Buy Now" or "Sign Up." Buttons are highly customizable, and you're able to edit the text, styling, color, other aspects of their appearance in the Block Styles tab.

ezgif-1-f6d8c08290.gif


When using buttons, be careful not to go overboard. Too many calls to action can confuse the message of your email and lead to lower conversion rates. In general, it is best to have one main call to action. 

Footer

The footer comes at the end of your template and is a good place to add social links, more information about your organization, and an unsubscribe link. 

2017-05-16_17-24-28.png


Social Links

To add social links, drag a "Social Links" block into the footer of the template. You can then choose from our built-in icons or upload your own. If you have a set of social icons you use on your website, this is a great place to reuse them. You have a lot of flexibility here, and if you'd like to include a type of social media that isn't pre-populated, you can upload your own custom social button.

Once you've added all your social link buttons to your social link bar, input the correct URL for each. 

Navigation Bar (Optional)

If you choose to add a navigation bar to the footer of your email, it should either reflect the navigation bar in your header or provide additional links. Since you should only have 3-4 links in your header navigation bar, a footer navigation bar can be a good place to put overflow links.

To add one to your template, follow the steps outlined above for a header navigation bar.

Unsubscribe and Manage Preferences Link

The CAN-Spam Act legally requires all organizations to include an unsubscribe link in their marketing emails. People typically look for these in the footers of emails, so you should make these links easy to find (otherwise recipients might mark your emails as spam instead).

If you also include a manage preferences link, you can give recipients the option to change their email preferences rather than unsubscribe completely. For example, someone may want to change their email frequency from daily to weekly rather than stop receiving emails from you altogether.

You can find both an unsubscribe and manage preferences tag in the Insert Tag drop-down in the text editor.

2017-09-18_13-47-03.png


Organization Info

The CAN-Spam Act also legally requires all organizations to include their address information in their marketing emails. You can use the {{ organization.name }} and {{ organization.full_address }} tags to include this information in the footer of your template. 

Example Base Template

Here's an example of a completed base template:

2017-05-16_16-36-37.png
 

Mobile Optimization

Klaviyo's template editor automatically optimizes emails for mobile viewing. However, if you'd like to learn more about mobile optimization, click here.

Was this article helpful?
7 out of 10 found this helpful