EVERFI is a leading EdTech innovator, dedicated to delivering real-world education to learners of all ages through scalable, cutting-edge digital platforms.

CASE STUDY: EVERFI
Creating a Flexible, On-Brand Email Template for Seamless Content Creation

Overview
EverFi’s Director of Customer Marketing needed a multilayer, modular email system that aligned with EverFi’s brand while allowing the marketing team to quickly build unique email layouts.

Objectives

• Replace the limited Marketo library templates with a larger, more versatile email template.
• Provide modules that cover all of EverFi’s layout needs without compromising brand consistency.

Deliverables
I designed and developed a master email template featuring a wide range of modular sections. Each module adheres to EverFi’s branding and follows best practices, ensuring perfect rendering across major email clients. This flexible approach empowers EverFi to create multiple email types and layouts—quickly and efficiently—all under one cohesive design system.

After a thorough discovery session with the client, we identified two main email templates frequently used across several departments. Both templates lacked consistent branding and design elements, and the longer newsletter version offered only four modules (excluding the header and footer). This limited flexibility made it challenging for the team to expand or adapt layouts for various use cases.

Through interactive stakeholder sessions, I uncovered the finer details of their email-building process. By mapping out the existing workflows and pinpointing desired layouts, we identified specific improvements that aligned with both the organization’s strategic goals and the needs of their end users.

Following a collaborative whiteboarding session, I developed three initial design concepts for review. After several rounds of refinement with the client, we landed on the ideal design that balanced branding, functionality, and user experience.

I set out to develop a highly flexible master email template that could scale across EverFi’s entire organization, driving both a seamless user experience and measurable business growth. The finished product featured 13 custom drag-and-drop modules—plus two header and two footer variations—precisely aligned with EverFi’s branding. This approach empowered different departments to rapidly create unique email layouts while preserving a cohesive, professional brand identity companywide.

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