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Create an Email template

Build multi-use Email templates.

Video guide

Video guide

Video guide

Learn how to create professional email templates in Bird. This video covers:

  • Using the template library

  • Customizing styles and fonts

  • Adding and saving customc ontent blocks

  • Working with images

  • Adding personalization variables

  • Setting up fallback text for variables

  • Testing and publishing templates

Step-by-step guide

Creating a professional email template in Bird involves several steps, from accessing the email templates section to publishing your final design. This guide provides a detailed, step-by-step approach to help you through the process.​

Creating a professional email template in Bird involves several steps, from accessing the email templates section to publishing your final design. This guide provides a detailed, step-by-step approach to help you through the process.​

Creating a professional email template in Bird involves several steps, from accessing the email templates section to publishing your final design. This guide provides a detailed, step-by-step approach to help you through the process.​

Step 1: Access the Email Templates section

  1. Log In to Your Bird Account: Enter your credentials to access your dashboard.​

  2. Navigate to Email Templates:

    • From the dashboard, go to Marketing > Manage > Content > Email Templates.​

    • Here, you'll find the template library with pre-built email templates.​

    • To view templates you've created, click on the Saved Templates tab.​

Step 2: Create a new Email template

  1. Choose your starting point:

    • Import a Template: Click Import Template to paste your custom HTML code.​

    • Build from Scratch: Select Create Blank Template to design a new template from the ground up.​

  2. Setup template details:

    • Name Your Template: Provide a unique and descriptive name.​

    • Select Default Locale: Choose the primary language for your template.​

    • Click Create Template to proceed to the email editor

Step 3: Design your Email using the drag-and-drop editor

The email editor offers a user-friendly drag-and-drop interface with various content blocks:​

  1. Add content blocks:

    • Text Blocks: Drag a text block into your template to add and format text.​

    • Image Blocks: Use image blocks to insert pictures. Upload images from your computer or via URL, and set alt text for accessibility.​

    • Button Blocks: Include call-to-action buttons by dragging a button block into your template. Customize the text, link, and appearance.​

    • Social Icons Blocks: Add social media links by dragging the social icons block into your template. Configure the icons to link to your social media profiles.​


  2. Customize blocks:

    • Text Formatting: Highlight text to apply formatting options like bold, italics, or links.​

    • Image Settings: Adjust image dimensions, alignment, and padding as needed.​

    • Button Styling: Modify button color, shape, and text to match your branding.​


  3. Save reusable blocks:

    • To reuse a block in future templates, click the star icon next to the block.​

    • Provide a recognizable name and click Add to Favourites.​

    • Access saved blocks in the Saved Blocks section for future use.​

Step 4: Apply styling and branding

  1. Set global styles:

    1. In the Styles tab, define overall settings such as background color, email width, and default font styles.​

    2. Configure text and link colors, as well as letter and line spacing.​

  2. Add custom fonts:

    1. Choose a Google Font from the dropdown list and set a fallback font.​

    2. Alternatively, add a custom font by providing the necessary details and specifying a fallback font.​

  3. Customize buttons:

  4. In the Styles tab, adjust button colors, shapes, and styles to align with your brand.​

Step 5: Incorporate advanced features

  1. Add Custom Variables:

    • In the Variables tab, create placeholders for dynamic content (e.g., recipient's first name).​

    • Click Add Variable, name it appropriately, and save.​

  2. Use AI Content Generation:

    • Utilize the AI generation tool by entering a prompt and clicking Reply to receive generated copy.​

Step 6: Preview and test your email

  1. Preview Your Design:

    1. Use the preview feature to see how your email will appear on desktop and mobile devices.​

    2. Ensure all elements are correctly aligned and formatted.​

  2. Send a Test Email:

    1. Click Send Test Email to send a preview to yourself or a colleague.​

    2. Verify that all links, images, and dynamic content display as intended.​

Step 7: Finalize and publish Your template

  1. Save Your Work:

    • Click Save to ensure all changes are stored.​

  2. Publish the Template:

    • Once satisfied with the design and content, click Publish.​

    • Your template is now ready for use in campaigns and journeys.​

By following these steps, you can create a customized and professional email template in Bird that aligns with your brand and effectively engages your audience.


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The complete AI-native platform that scales with your business.

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© 2025 Bird