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
• Send a test email to verify appearance
• 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