How to Edit and Use Email Templates

Jumpalead’s Email Templates make it effortless to send great-looking, high-performing emails - without rewriting from scratch every time. Whether you’re announcing a listing, following up with a lead, or sharing your monthly market update, your templates are the secret weapon.

Here’s how to make them work for you.

🛠️ Step-by-Step: How to Edit a Template

1. Navigate to the Marketing Tab

Click Email Templates in the sidebar to view all your saved templates.

2. Choose a Template to Edit

Hover over any template and click Edit.
Want to start fresh? Click + New Template to build your own from scratch or from a prebuilt layout.

3. Customize Your Content

Use the drag-and-drop editor to tweak anything:

  • Text - update your message, tweak headlines, add lead names
  • Images - showcase a property, your logo, or your latest ad graphic
  • Buttons - direct readers to book an appraisal, view a listing, or download a guide
  • Brand Styling - your colors, fonts, and logos are auto-applied from your Brand Board

💡 Pro Tip: Use Personalization Tags like [First Name] to give your emails a warm, tailored feel.

4. Save Your Changes

Click Save Template to keep your updates for future campaigns.
Name it something you’ll easily remember, e.g., Open Home Invite – Spring 2025.

📤 How to Use a Template in a Campaign

Once your template is ready:

  1. Head to Email Campaigns > + New Campaign
  2. When prompted, choose Use Existing Template
  3. Select your saved design, update the details for this send (if needed), and go!

🧠 Bonus: Use Content AI Inside Templates

Need help writing subject lines, CTAs, or body text?
Click the Content AI button to generate suggestions based on:

  • Your business type
  • Your tone of voice
  • Your audience segment
  • The purpose of your email

You can drop AI-generated content directly into your template and tweak it however you like.

✅ Why Use Templates?

  • Consistency - every message is on-brand and polished
  • Efficiency - no need to reinvent the wheel each time
  • Flexibility - edit once, use many times
  • Team-Ready - anyone on your team can send high-quality emails fast

🔒 Safe Editing Tips

  • Duplicate before making big changes - so you always have the original
  • Use placeholder text for reusable areas - e.g., {{Listing Details}}
  • Preview before you save - see how it looks on desktop & mobile

✨ Now You're in Control

You now know how to:

✅Edit your email templates
✅Use them in real campaigns
✅Combine them with AI for lightning-fast content creation

Let Jumpalead do the heavy lifting - you just click send. 🙌

Still need help?
If something’s not working or you just need a hand, we’re here to help. Reach out and we’ll get back to you as soon as we can.
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