Step 1 - Login to your dashboard 


Step 2 - Navigate to Design 

  • In the drop down select “Email Factory,” this will launch the template editor, where you will set up your email template.



Step 3 - Editing your Template - Here you can update the following;

  • Edit Colors - to match your brand

  • Choose a Font - we have 18 web fonts for you to choose from

  • Edit Email Info - update the email address and “From” Name the email is sent from

  • Email Banners - Add/Edit your email banner (recommended image size is 600x115), the new banner will display at the top of the email template 

  • Edit Content - Here you can personalize the salutation with a merge field to say “Hello” to your contacts and users.


Step 4 - Customizing Your Email

  • Edit Welcome Subject - edit the email subject line that goes to new users that have signed up for your program

  • Edit Welcome Text  - edit the body of your email that goes to new users that have signed up for your program

  • Edit Post Email - edit the body of your email that is sent to both contacts and users


Step 5 - Save & Publish


In conclusion let’s get that email looking snazzy for your users/contacts to want to join and share!  Feel free to reach out with questions.