Intro
Customers can create and edit templates to be used on an ongoing basis. For example, they can create a âNewsletterâ template that looks exactly how they want, and reuse this template every month when they send a newsletter.
To do this, you can start with one of our default templates, basic templates (with nothing but text blocks and blank images), or even use one of their pre-existing saved templates.
At the end of this flow, you can even jump into the email creation process and schedule your email to be sent.
Templates Page
To start the process, navigate to the Saved Templates page under Marketing in the side nav. By default, you do NOT have any saved templates and you need to create templates to use.
Empty state:
Non-empty state:
You will see 2 tabs: saved and archived. Saved contains all the templates they want to use in the future, and archived contains everything they want out of the way.
Each tab has cards that show details for each template:
Picture of the template
Name (clicking this opens the edit screen where they can edit the template)
Type of template
Emails that itâs used on (clicking the campaign name will open the campaign)
Created date/time
Edited date/time
Creating a Template
To create a template from scratch, start by clicking âCreate new templateâ.
On the following page, you will see all of the templates that they can use as a base. This includes all of our default pre-created templates, basic layouts (with just blocks of image and text) and templates that the customer themselves crated.
IF you select a default template, we ask you to name it
IF you select any other template, we ask you to:
Name the template
Give it a category (to help with categorizing it on other screens)
Note that right now the pop-up only has text to tell you to give it a name even if it also asks you to provide a category- this is a bug and will be fixed.
As soon as you complete this step, we automatically save your template for you.
On the following page, youâll be able to edit your template as well as send a test to yourself.
Make a few changes and save the template. Youâll be asked if you want to create a new campaign from this template.
IF you click yes, youâll be redirected to the campaign creation screen with the template already added.
IF you do this, the customer will STILL have to edit the instance of the template to schedule their campaign. We do this because the user had just created a reusable template, not the ACTUAL email that will go out. For example, maybe they created a monthly newsletter template, and we now require them to edit the email itself.
IF you click no, youâll be redirected to the templates screen.
Saved Templates
Back on the main templates page, you should see your saved template. There are a number of actions you can take on each template by using the overflow button:
If you duplicate a template, youâll be asked to give it a name and category, and then be sent into the edit flow. Weâll automatically name it âCopy of [original template name].â
If you create a campaign from the template, youâll be sent into the campaign creation flow but with the template already added:
If you archive the template, it will be sent to the archive folder. Note that if you do this, any campaign you already have set up using this as a base will not be effected.
On the archived tab, you can also send templates back to saved as well.