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Template Basics

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FinDaily makes building custom emails as simple as writing a regular email. Once your design is ready you can add powerful variables to bring in dynamic data from your integrations.

💾 Auto Save and Live Preview

When you make changes in the editor, the right side of the page refreshes and shows the latest version of your template design. This is formatted identically to the email that is delivered, including any placeholder variables. Every time the preview updates, your template has been saved successfully, but not live (published) until you hit the Publish button.

📰 Publishing

A saved template is not used until you click Publish. This enables you to test different ideas without changing the email that is actively being sent.

When you are happy with your design and ready to use it for your daily emails, click the Publish button in the top right of the editor.

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If you decide against making changes, or want to revert back to your published template, you can select the dropdown arrow on the publish button and click Revert to Published.

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Once your updated template has been published, a checkmark will appear on the Publish button, and it won't be clickable.

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🎨 Themes

You can edit the emails theme with the Theme button. Check out this support article for how to set up themes:

🧰 Toolbar

The toolbar allows you to format basic text entered into the editor. In includes standard formats such as bold, italic, underline and strikethrough.

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✨ Variables

The right side of the panel contains the variables selector that are currently connected. Click each integration to insert dynamic content into your template. If an integration is not set up, you will not see the icon for that integration.

For more details see the dedicated support page for variables and collections.

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📣 Headings

Headings can be created by selecting the option Normal in the editor toolbar, to select a heading type.

These can be used to break up an email, and visually organize different sections.

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📃 Lists

Lists can be created as either ordered (numeric) or unordered (bullet point) style. Ordered lists are currently incompatible with variable lists, but can be used with bullet point formatting.

🖍️ Text Color

If a certain portion of text needs to have its own color, you can highlight that text, select the color icon in the toolbar, and the desired color from the popout.

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🔥 Format Remove

Format removal allows you to reset text to a default style and format.

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📚 Related Articles

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Using Variables
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Data Lists
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Theme & Customization