How It Works
The Template Editor gives you creative control over your email layout, without adding complexity.
When you onboard with Instant AI, you choose a default layout. This layout is applied across every flow in your account and automatically styled using your logo, brand colours, and footer details.
Each time a shopper enters a flow, Instant generates the full email at send time. The layout stays consistent, but the content is dynamic, personalised by AI to match the shopper’s behaviour and the flow’s purpose.
Instant handles all the logic, content writing, and product selection. The Template Editor simply lets you control how that content appears.
What’s Automated by Default
Every email generated by Instant includes:
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AI-written subject line, preview text, body copy and CTA
- Product blocks based on the shoppers cart or recommended products
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A compliant unsubscribe footer
These defaults apply automatically.
What You Can Edit
The Template Editor allows you to:
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Rearrange or delete non-required blocks
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Add new blocks using existing branded content
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Upload and reuse your own HTML snippets (if enabled)
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Switch between templates by editing each flow independently
Note: Any changes you make in a flow only apply to that specific flow and step. You can customise the layout per email, without affecting your other flows.
Required Blocks (Cannot Be Deleted)
Some content blocks are required to ensure your emails remain compliant and effective. These include:
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The Product Block: Displays the items a shopper engaged with.
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The Footer Block: Includes the required unsubscribe and address details.
These cannot be removed. If you attempt to delete them, you’ll see a warning.
Editing Your Email Layout (Step-by-Step)
Step 1: Open the Flow You Want to Edit
Navigate to the flow you want to customise (e.g. Welcome, Abandoned Checkout, Post Purchase). Then click the Template Editor tab.
You’ll see your default template preloaded for each step in the flow.
Step 2: Click a Block to Edit
Each email is built from a series of blocks — for example: header, body, product, and footer. Hover over any block to:
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Move it up or down
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Delete it (if allowed)
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Replace with an image
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Insert custom HTML (if enabled)
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Select from your saved library
Step 3: Add a New Block
Click the + icon between any two blocks to add a new one. You’ll be prompted to:
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Select Existing Block (from your saved AI or custom library)
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Replace with Image
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Insert Custom HTML (if enabled)
Step 4: Browse Your Block Library
When selecting an existing block, you can choose from two tabs:
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AI-Powered Blocks: Standard, branded content blocks that follow your styling
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Custom Blocks: Any custom HTML you’ve uploaded previously, available to reuse
Step 5: Save Your Changes
Click Save to confirm your edits. These changes apply only to the flow and step you’re editing — all other flows will remain unchanged. This makes it easy to create reusable headers, promo banners, or content sections across multiple flows.
Using Custom HTML (Advanced)
If custom HTML editing is enabled on your account, you’ll see the option to insert or replace a block with your own code.
Important notes:
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You must remove all platform-specific logic from your code (e.g. Klaviyo tags like will not work)
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Your footer must include a valid unsubscribe link to meet compliance
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Instant will not generate AI copy for any content inside custom HTML blocks
Need Help?
If you’d like support editing your templates or want help migrating custom content, reach out to your Customer Success Manager or email help@instant.one.