Managing Themes

Themes are the most generic templates, that allow you to have in one place all general elements of your email design - such as headers, styles and footers. When designing a template, you can just select a theme, and specify message - the rest will our extension do.

To create a new theme, visit Marketing -> Follow Up Email -> Email Designer -> Manage Themes and press Add Theme button.

Theme consists of the following properties:

  • Name - name of the template.
  • Type - template type. There's two available types: HTML (default) and Text.
  • Template - the basic design template, which will use all subsequent templates.

Template covers all email areas - including headers, footers and even main content. These editable areas are defined using special liquid variables:

  • {{ 'header' | area: 'Email header here...' }} - places a header area
  • {{ 'content' | area: 'Email text here...' }} - places a main body area
  • {{ 'footer' | area: 'Email footer here...' }} - places a footer area


Since template does not have to define all the areas, we recommend to use this construction - it will insert area only if it is defined:

{% if 'content' | area %}
    {{ 'content' | area: 'Email text here...' }}
{% endif %}

If you prefer to use callout-style, use <?php echo $this->area('header') ?> directive instead.

You can also use Variables and Callouts in your design.

All these parts can be previewed on Preview Pane in both Desktop and Mobile versions.


You can also change template area, and have instant preview without saving. For that you need to set Auto-Refresh checkbox at Preview Pane, or press Refresh button.

Save theme and proceed with Templates creation.