How To Create An Email Template

How To Create An Email Template

Creating Email Templates in Mojo

Why Create an Email Template?

Email templates save you valuable time by eliminating repetitive writing tasks for frequently sent messages. With templates, you can:

  • Send emails to contacts in seconds
  • Leverage Mojo's automated emailing features:
    • Auto Send
    • Action Plan Drip
    • Birthday messages
    • Appointment confirmations

Creating a Template from Scratch

  1. Navigate to Settings
  2. Select Email from the left menu
  3. Choose Templates (second option)
  4. Click New Template
  5. Select Create from Scratch

Setting Up Your Template

  • Label: Enter a name for internal reference within Mojo
  • Subject: Create your email subject line
    • Add optional subject tags to auto-fill contact information
  • Optional elements:
    • Add attachments
    • Enter CC or BCC recipients

Building Your Email Content

  • Start with the default paragraph block
  • Click on "I'm a new Text block ready for your content" to access the text editing toolbar
  • Personalize your email with Merge Tags that automatically populate with contact information

Customizing Layout and Design

  • Rows tab: Choose different layout configurations
  • Content tab: Drag and drop content blocks including:
    • Title
    • Paragraph
    • Lists
    • Image
    • Button
    • Divider
    • Social Links
    • HTML
    • Video
    • Email Signature (automatically added at the bottom)
  • Adjust individual content block properties as needed
  • Use the Settings tab to modify:
    • Content area width
    • Alignment
    • Background color
    • Default font

Finishing Up

  • Preview your template's display. If you included merge tags in your template, you will see placeholder values, such as Jane Doe for the name. 
  • Send a test email to verify appearance. This email will come from testemail@mojosells.com and may go to your spam or junk folder. 
  • Click Save to make the template available for use

Creating a Template Using AI

  1. Navigate to Settings
  2. Select Email from the left menu
  3. Choose Templates (second option)
  4. Click New Template
  5. Select Create With AI
  6. In the provided box, describe what you want the AI to write about
    • Example: "Write an email regarding the housing market in San Diego"
  7. Click the play button to generate your email
  8. Use AI shortcuts to refine the tone (more casual/more formal)
  9. Click Save to access the email editor for final adjustments
  10. Make any additional edits and click Save again to finalize

    • Related Articles

    • How To Create an Email Template (Video)

    • Creating templates for Auto Send Email

      Setting Up and Using Auto-Send Email Templates in Mojo Creating Email Templates Access email settings by clicking on Settings on the Top Navigation Bar Select Email from the settings menu Click Templates and then Create Email Template Button to begin ...

    • What type of Emails can you send?

      Email Types in Mojo Manual Email Click on a lead's email address or envelope icon when viewing their contact record Write a new email on the fly or select from previously created templates Provides flexibility for personalized communication Auto Send ...

    • Setting up your email signature

      Updating and Editing Your Email Signature in MojoSells Creating Your Signature Access signature settings by clicking on Account at the bottom left of the page Scroll to the bottom of the page to the Create Signature button Add text by dragging the ...

    • Setting Up Your Email Domain

      SMTP Setup in Mojo Mojo supports SMTP integration, allowing you to connect directly to your email domain for sending emails. What Is an SMTP Server? An SMTP (Simple Mail Transfer Protocol) server is used to send outgoing emails. Most SMTP server ...