Create an Email Template 🎬

Last updated
20231205

Article type
Step-by-step

Applies to
Starter, Business, Pro-Marketer

Special contents
Video 

Video

Details

If you find that you're building the same style of email over and over again, it might be worth saving it as a Template.

How-to Guide

Designing a new email and saving it as a Template

1. Select Messages from the sidebar.
2. Click New Message. The template browser will open.
3. Choose an existing template upon which to build your email (you can also use a blank template if you prefer to start from scratch).
4. Build your email using the email editor.
5. When finished, click the arrow next to Save and select Save as Template option.
   
6. Give the template a name and click Save.
   
   

Turning an existing email into a Template

1. Select Messages from the sidebar.
2. Open the message you wish to save as a template.
3. Click the arrow next to Save and select Save as Template option.
4. Give the template a name and click Save.
   

How to find & use your new Template

1. Select Messages from the sidebar.
2. Click New Message. The template browser will open.
3. Select the My Templates category. Your saved templates will appear here.
4. Click on the template to use it, or use the other options provided to Preview, Edit or Delete it, if required.

Edit (or Delete) a Template

1. Select Messages from the sidebar.
2. Click New Message. The template browser will open.
3. Select the My Templates category. Your saved templates will appear here.
4. Hover over the template you wish to edit or delete, and select the Edit or Delete option.