Email Template Creation Guide on KwikEngage Platform

Modified on Thu, 17 Jul at 7:07 PM

Table of Contents

  1. Getting Started

  2. Editor Layout Overview

  3. Blocks: Content Elements

    • Text Block

    • Image Block

    • Button Block

    • Product Block

    • Video Block

    • Menu Block

    • Social Media Block

    • Countdown Timer Block

  4. Columns

  5. Body Settings (Global Styles)

  6. Mobile Optimization

  7. Preview

  8. Finalizing Your Design

  9. Unsubscribe Link

  10. Best Practices Checklist


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1. Getting Started

  • Click on “Template Builder” from the left menu on KwikEngage panel

  • Select “Email” and then click “New Template”





You can choose from the 'Template Library' or click on “New template” button again to start from scratch





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2. Editor Layout Overview

Once inside the builder, the screen is split into:


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3. BLOCKS: CONTENT ELEMENTS (Drag & Drop)

These are the building blocks of your email.


TEXT BLOCK

Steps:

  • Drag the Text block to your canvas

  • Inline editing: Click and type directly

  • Toolbar options (Appears on right side on you select the text block):

    • Alignment: Left, Center, Right

    • Font Family (Default + Predefined Fonts)

    • Font Size

    • Text color

    • Bullet & Numbered Lists

    • Hyperlink tool

  • Padding (individual sides)

  • Hide on Desktop or Mobile

✅ Tip: Use hierarchy with <h1> for titles, <h2> for subtitles using the Heading Block

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IMAGE BLOCK

Steps:

  • Drag an Image block to a row

  • Click on the placeholder → choose:

    • Upload from device

    • Paste Image URL

Right Panel Options:

  • Alignment: Left, center, right

  • Auto-width toggle

  • Padding

  • Add hyperlink

  • Image Alternate Text

✅ Best Practices:

  • Use JPEGs for photos, PNG for transparent graphics

  • Stick to ~600px width for full-width images


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BUTTON BLOCK

Steps:

  • Drag the Button block

  • Change button text (e.g., “Shop Now”)

Right Panel Styling:

  • URL (web, email, phone)

  • Button color, font, font-size

  • Border radius (rounded corners)

  • Button alignment

  • Padding & spacing

✅ CTA Tip: Action-oriented verbs like “Claim Offer”, “Buy Now” etc. work best

Note: You can add dynamic content using the [%VAR%] format.
 For example, to include the customer’s name, use [%custname%]

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PRODUCT BLOCK
 Steps:

  • Drag the Product block

  • This block should be used only once in entire email template



Right Panel Options:

Show product title option

Show order button (Recommendation: Disable individual buttons and create a single common button for the entire block.
         

 ✅ This Product Block will automatically fetch products for order-related and abandoned cart/checkout journeys.


No links need to be added, as this is a 
custom-built block. Products will be pulled based on the automation flow trigger selected during the flow setup.

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VIDEO BLOCK

Steps:

  • Drag the Video block

  • Paste YouTube or Vimeo URL

KwikEngage Panel Auto-Generates:

  • Thumbnail

  • Play button overlay

Right Panel:

  • Alignment, Padding, Full Width toggle

? Note: Videos are shown as linked thumbnails—email clients don’t support embedded video


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MENU BLOCK

➤ Step 1: Add the Block

  • Drag the Menu Block into a row/column

➤ Step 2: Add Menu Items

In the right settings panel, you'll find:

  • Menu Items (Editable List):

    • Each item has:

      • Label (e.g., Home,New Arrivals, Shop, Contact Us)

      • URL (link destination)

      • Open in New Tab/Same Tab toggle (optional)

To add or remove items:

  • Click “+ Add New Item

  • Use the trash icon ?️ to delete a menu item


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➤ Step 3: Style Menu Text

Customize:

  • Font Family: Choose from built-in fonts

  • Font Size

  • Font Weight: Regular, bold

  • Text Color: For menu item text

  • Letter Spacing: Adjust spacing between letters

  • Padding: Control spacing around menu text





➤ Step 4: Layout & Alignment

Customize layout behavior:

  • Alignment:

    • Left, Center, or Right

  • Items Layout:

    • Horizontal (default): Menu items appear side-by-side

    • Vertical: Items stack (useful for mobile view or footers)


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SOCIAL MEDIA BLOCK

 Click on the Blocks section from the far-right menu.


Steps:

  • Drag and drop

  • Choose networks (Facebook, Twitter, LinkedIn, Instagram, Pinterest, etc.)

Customizations:

  • Style: Square, Circle, Rounded, Logo only

  • Size

  • Icon color: Colored, Monochrome

  • Add/remove platforms

  • Add URLs

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 TIMER (COUNTDOWN BLOCK)

Steps:

  • Drag countdown block

  • Choose end date & time

  • Format: Days, Hours, Minutes, Seconds

Styling:

  • Font, color, size

  • Padding, background color

Note: Not all clients support live countdowns.

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4. COLUMNS

Types of Columns:

  • 1 Column

  • 2 Equal Columns

  • 3 Columns

  • 1/3 – 2/3

  • 2/3 – 1/3

Steps:

  • Drag a layout to the canvas

  • Insert content blocks inside columns

Right Panel Settings:

  • Column Background

  • Row Padding

  • Borders (each side)

  • Row Background image (optional)

✅ Tip: Use symmetrical rows for mobile-friendliness


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5. BODY SETTINGS (Global Styles)


Click the “Body” tab in the left sidebar.

Options:

  • Content area width (Default: 500px)

  • Background color (email body)

  • Default font family

  • Link color

  • Content Alignment

  • Preview Text / Pre Header Text


✅ Tip: Use light backgrounds and dark fonts for readability

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6. Mobile Optimization


All templates are responsive by default.

Advanced Features:

  • Hide on mobile/desktop (per block or row)

  • Padding/margin control for both views

  • Preview toggle: Desktop / Mobile

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7. PREVIEW


➤ Preview Mode

  • Click “Preview” by clicking on Eye icon at the bottom of the screen

  • Switch between desktop and mobile


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8. After finalizing your design:


➤ Save

  • Use “Save Template” to save for later reuse




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9. Unsubscribe Link

Unsubscribe Link allows recipients to opt out of future emails.

It's a mandatory element in marketing emails to comply with anti-spam laws and maintain sender reputation.

To add an 
Unsubscribe link on the KwikEngage panel, follow this syntax:

  • Step 1: Select the keyword or phrase (e.g., Unsubscribe).

  • Step 2: Hyperlink it using the following syntax:
     
    [UNSUBSCRIBEURL]

This will automatically insert the recipient’s personalized unsubscribe link.

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10. BEST PRACTICES CHECKLIST


 

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