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How To Create Templates

Learn how to create email and text templates

Sean Perez avatar
Written by Sean Perez
Updated over 9 months ago
  • In the list of icons at the top left of the page, click Settings.

  • Once you are in Control Panel, navigate to the bottom and click on Templates.

  • Click on Store Templates
    All templates you create here, will be tailored for the entire store.

  • Select the type of Template you want (i.e. email, text, call, etc). For this example we are using Email

  • Click the “+” icon, and that will prompt you to a page that has the template creation laid out for you.

  • Simply input the information that you would like. Once you are finished, you can click “Save” at the bottom right and that will successfully create a Store email template for you.

My Templates are created by the user for personal use.

Store Templates, are in use by the store as a whole. The entire store (regardless of job title) can view and/or use these templates.

These can be used for many things, including:

  • Campaigns, either storewide or within a particular customer segment

  • Streamlining your general email communications, if you find yourself generally emailing something similar to all your customers

  • Various other uses, basically anything that would require you to copy/paste a large segment of text into an email body!

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