Create email templates

Email templates allow you to create professional and consistent messages, saving time and ensuring quality.

Template editor

Planeasy offers an intuitive visual editor to create your templates.

Editor features

• Drag and drop: Drag and drop elements
• Pre-configured blocks: Header, footer, buttons, images
• Dynamic variables: Personalize for each recipient
• Real-time preview: See how it will look in the email

Creating your first template

1. Access the editor

In the side menu, go to Marketing > Email Templates.

2. Choose a starting point

You can:

• Start from scratch with blank template
• Use one of the ready templates
• Import template from another project

3. Configure the header

The header appears at the top of the email:

• Add your logo
• Include navigation menu (optional)
• Configure brand colors

4. Add content

Use blocks to structure the content:

Text block

Use for paragraphs, lists and basic formatting.

Image block

• Recommended size: 600px width
• Formats: JPG, PNG, GIF
• Maximum size: 2MB

Button block

• Highlighted call-to-action
• Configure link and color

5. Configure the footer

The footer should contain:

• Contact information
• Links to social media
• Company address
• Unsubscribe link (mandatory)

Dynamic variables

Personalize each email with variables:

Contact variables

• {{name}} - Full name
• {{firstName}} - First name
• {{email}} - Email
• {{phone}} - Phone

Appointment variables

• {{appointmentDate}} - Appointment date
• {{appointmentTime}} - Time
• {{serviceName}} - Service name

Need help?

Contact our support at suporte@planeasy.com.br.