Email Templates

Using email templates ensures consistency and saves time when sending recurring or branded emails. Below is a guide to help you create and manage email templates in your system.

Step 1: Finalize Your Email Design

1. Design your email in the editor. Use tables to create the layout, add content, and style your email until it’s perfect.

2. Preview and test the email to ensure it looks great across different email clients.

3. Once you're happy with the email, switch to the HTML view to access the code.

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Step 2: Copy the Email HTML

1. In the editor, locate the option to view the HTML source code. ("More Rich" > "Code View")

   
2. Copy all the HTML code. Ensure you’ve selected everything!

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Step 3: Navigate to Email Templates Settings

1. Go to Settings > Audience in the system navigation menu.

   
2. Click on the Email section.

   
3. Find the Email templates listing

   

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Step 4: Add a New Template

1. In the Email templates listing, copy the Empty template by clicking on the copy icon.

   
2. Go into edit mode for the new template you just created.

   
3. Give your template a meaningful name (e.g., “Monthly Newsletter Template” or “Event Invitation Template”) for easy identification.

   
4. Insert the HTML you copied in Step 2.

5. Save your template.

   

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Step 5: Using the Template to Create Emails

Once your template is saved, follow these steps to use it:

1. Create a New Email: Navigate to the email creation tool and select your template from the available options.

   
2. Customize the Content:

   • Replace placeholder text or images with the content for your specific campaign.

   • Make minor adjustments as needed to fit your current email’s purpose.

     
3. Send or Schedule: Test your email, preview it, and send or schedule it for delivery.

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Tips for Managing Templates

• Organize Templates: Use consistent naming conventions for templates so they are easy to locate.

• Update Regularly: Periodically review your templates to ensure they meet brand guidelines and use the latest design best practices.

By following these steps, you’ll have a library of reusable email templates that streamline your email marketing process.