> For the complete documentation index, see [llms.txt](https://docs.loopit.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.loopit.co/settings/email-templates/creating-a-template.md).

# Creating a Template

{% embed url="<https://www.loom.com/share/80b61f3059d240aeb17b40cfbb748135>" %}

With Loopit's email template functionality, you can create professional, customizable templates for various purposes, like booking confirmations. Follow this guide to create a personalized booking confirmation email template.

{% stepper %}
{% step %}

### Navigate to Email Templates

* **Access Settings:**
  * From the left-hand menu, go to **Settings**.
* **Find Templates Section:**
  * Select **Email Templates** under the Templates section.
* **Create a New Template:**
  * Click **Create New Template** and name it, e.g., "Booking Confirmation."
  * Add a description like “Email sent to confirm receipt of a booking.”
    {% endstep %}

{% step %}

### Configure Template Settings

* **Select Entity Type:**
  * Choose the [**Entity Type**](/settings/email-templates/entity-types.md) that relates to this email.
  * For a booking confirmation, select **Booking**.

{% hint style="info" %}
*This links the template to the Booking Module in Loopit, allowing access to merge fields like customer name, booking details, vehicle information, and more.*
{% endhint %}

* **Save Settings:**
  * Click **Create** to move to the design stage.
    {% endstep %}

{% step %}

### Design Your Template

* **Drag and Drop Interface:**
  * Use the drag-and-drop editor to design your email. Add text, images, buttons, or HTML components.
  * Adjust styling, like font size, weight, and colors, to match your brand.
* **Add a Headline:**
  * Drag a text field into the email body.
  * Example: Write “Congratulations, your booking is confirmed!”
  * Style it as a headline (e.g., font size 24, bold).
* **Add Body Text with Merge Tags:**
  * Drag another text field below the headline.
  * Use the [**Merge Tags**](/settings/email-templates/merge-tags.md) dropdown to insert dynamic fields like:
    * Customer’s first name (e.g., "Hi, \[Owner First Name]")
    * Booking start date
    * Vehicle make and model

{% hint style="info" %}
Example:

\
"Hi \[Owner First Name],\
Your booking has been confirmed! Pick-up is scheduled for \[Start Date]. Enjoy driving your \[Make] \[Model]."
{% endhint %}

* **Customize the Subject Line:**
  * Add a dynamic subject like:
    * "Congratulations, \[Owner First Name]! Your booking is confirmed."
  * Use merge tags to personalize the subject.
    {% endstep %}

{% step %}

### Save and Review

* **Preview Your Email:**
  * Ensure all merge tags and content display correctly.
  * Adjust design elements for a polished look.
* **Save Template:**
  * Click **Save** to finalize your template.
    {% endstep %}
    {% endstepper %}

## Using Merge Tags

Merge tags allow you to personalize your email templates by dynamically inserting information, such as customer details or booking data.

* **How to Add Merge Tags:**\
  Within any text element, use the **Merge Tags** dropdown in the formatting panel to view a list of available tags.
* **Inserting Merge Tags:**\
  Simply click the desired tag to insert it inline with your copy.

For example, adding the tag `[Owner First Name]` in your text will automatically display the customer’s name, like "Hi, John!" in the final email. Merge tags ensure your emails feel tailored and professional.

<figure><img src="https://2451226423-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT8x4qsJr8A1IrE3A8r3f%2Fuploads%2FLajtpO78e0udnfiBlRmQ%2Fimage.png?alt=media&amp;token=35ed60d0-d44e-499a-afed-ea70e097df76" alt=""><figcaption></figcaption></figure>