Templates let you save the layout of an email or SMS campaign so you can easily reuse it for your future sends. A template created once can be applied to any campaign or automation in just a few clicks.
Accessing templates
In the left-hand menu, click Templates. You'll find the list of all your templates with their name, creation date, and type (email or SMS).
Creating a template
From an existing campaign : This is the simplest method — you first configure your message in the campaign editor, then save the layout as a template to reuse it.
From a campaign's editor, click Actions
Click Create a template
The template is automatically saved and appears in your list
From the Templates section :
Click Add
Configure your email or SMS template in the editor
Save
Using a template
When creating a campaign or automation :
When creating a campaign group or an automation, select the desired template from the Template dropdown menu
Your message is pre-filled with the template's layout
From the templates list :
Click on the name of the desired template
Click Use
Select the list
The campaign opens with the template applied
Good to know
Templates are available for both email and SMS campaigns
A template only contains the layout and content — the recipient list and sending settings are defined at the time of the campaign
The more templates you create, the more time you save on your future sends