How To Manage Email Marketing Templates
Email marketing templates are saved layouts for your email campaigns. These are editable. It is necessary for each of your brands to have their own template to match the logo’s color theme. This also helps with the consistency of the layout for all your email campaigns. Here are the things that you can do with your email marketing templates:
Add a New Template
New templates can be added by editing an email design in a campaign. Follow the steps below to add a new template.
- After editing the design for your email campaign, click SAVE AS NEW TEMPLATE.
2. Enter the Template Name in the field provided and click SAVE AS NEW TEMPLATE.
A confirmation message will show once the template is saved.
Edit a Template
Building your email campaign from scratch is unnecessary if the theme and design are similar to the previous email campaigns. Just edit a template by following the steps below.
- Access your email marketing dashboard.
- Click MY TEMPLATES.
3. Click the corresponding EDIT TEMPLATE button of the template to edit.
4. Make the desired edits to the template. See How to Design Email for a Campaign for a guide.
5. Click either of the buttons below:
- SAVE AS NEW TEMPLATE – Click this button to save the edits as a new template without overwriting the original.
- UPDATE TEMPLATE – Click this button to save the edits overwriting the original one.
Preview Template
It is important to view your template as how it looks from your customer’s view. Your email templates add to the reputation of your business and brand. This is a guide on how to preview a template.
- Access your email marketing dashboard.
- Click MY TEMPLATES.
3. Click the corresponding ellipsis […] of the template you want to preview. Then, select Preview.
4. Switch between Desktop and Mobile views. To preview either at a time.
5. Click any of the following buttons depending on your next step.
- CLOSE – Click this button to go back to MY TEMPLATES tab.
- EDIT TEMPLATE – Click this button to edit/update the template. Follow this guide to edit a template.
- CREATE CAMPAIGN – Select this to use this template on a campaign.
Delete Template
Follow the steps below to delete a template. Be mindful that this action can no longer be reverted.
- Access your email marketing dashboard.
- Click MY TEMPLATES.
3. Click the corresponding ellipsis […] of the template you want to preview. Then, select Delete.
4. Click the DELETE button to confirm.
The message below will show once the template is successfully deleted.
Use Template
Follow the steps below to use a template for a campaign.
- Access your email marketing dashboard.
- Click MY TEMPLATES.
3. Click CREATE CAMPAIGN.
4. Follow the steps to start an email campaign.