How to Import Email Templates Using Email AI

What Is Email Template Import with Email AI?

Email AI allows you to convert an existing email from any source into a fully editable template within your CRM. Instead of rebuilding emails manually, you can forward an email to a unique import address, and the system's AI will reconstruct it as a reusable template. This feature is ideal for migrating email campaigns from other platforms or repurizing content from your inbox without starting from scratch.

Key Benefits

• Platform Flexibility: Import emails from any provider or your personal inbox.
• Efficient Migration: Quickly bring client or historical emails into your CRM.
• Reduced Manual Work: Avoid rebuilding layouts, text, and buttons manually.
• Editor Choice: Edit imported templates visually or directly in HTML.
• Reusable Assets: Save converted emails as templates for future campaigns.

Supported Import Sources

When importing, you can specify the source of your email to help the AI process it accurately. Options include:

• Import from any platform with AI (for inboxes or unlisted providers)
• Mailchimp
• Active Campaign
• Kajabi

Select the specific platform if your email originated from one of those tools; otherwise, use the "Import from any platform with AI" option.

How to Import an Email Template

Follow these steps to import an existing email as a template:

1. Navigate to Marketing → Emails → Templates in your CRM.
2. Click + New and choose Import Email with AI.
3. In the modal, select the appropriate import source from the dropdown.
4. Copy the dynamic email address provided.
5. From your email client or prior platform, send or forward the desired email to the copied address.
6. Return to the Email Import screen in your CRM after sending.
7. Choose to open the template in either the Design Editor or Code Editor.
8. Click Continue to review and edit the imported template before saving or using it.

Note: Always review imported templates for accuracy in layout, images, links, and mobile responsiveness before using them in live campaigns.

Choosing an Editor

Design Editor

Choose this option for visual, drag-and-drop editing. It's ideal for:

• Making quick marketing adjustments
• Editing without coding knowledge
• Updating text, images, or layouts visually

Code Editor

Select this for direct HTML control. It's best for:

• Users familiar with HTML
• Making technical or structural changes
• Preserving custom code workflows

Frequently Asked Questions

What platforms can I import from?

You can import from any email service that allows you to send or forward emails, including Mailchimp, Klaviyo, ConvertKit, ActiveCampaign, Constant Contact, and others. Use "Import from any platform with AI" for providers not listed.

Can I forward an email from my inbox?

Yes. Simply forward any email from your inbox to the dynamic import address.

Will formatting and images be preserved?

The AI aims to maintain the original structure, but always review the template after import, as minor adjustments may be needed.

Can I use the template immediately?

After importing, reviewing, and saving, you can use the template in campaigns or automations.

What if I update the original email?

Re-import the updated version by sending it again to the same import address.

Does it work with plain-text emails?

Yes, plain-text emails can be imported, though they will lack HTML formatting.