The Templates section allows you to add and configure existing email Templates. You can edit different parameters of the Template message.
To open the email Templates, go to the Email Campaigns > Settings > Templates section.
The list contains the following information:
ID: The unique identification number of the Template.
Name: The name of the Template.
Type: The type of the Template (Drag & Drop Builder, HTML Editor).
Status: The status of the Template (Active, Draft, Not active).
You can narrow down the search results by using the following filters:
Name: Enter the name of the Template.
Folder: Select the folder from the drop-down list.
Type: Select the type from the drop-down list (Drag & Drop Builder, HTML Editor).
Status: Select the status from the drop-down list (Draft, Active, Deleted).
To add a new Template click the “Add New Template” button and fill in the data fields in the pop-up window:
Name: Enter the name for a new Template.
Select Folder: Select the folder from the existing one.
Create a new Folder: Enter the name of a new folder for the Template.
Type: Select the new Template type from the drop-down list (Drag & Drop Builder/HTML Editor).
Click the “Add” button to save.
To duplicate an existing Template, click the “Duplicate” button in the “Actions” column, and enter the name for a new Template. Click the “Copy” button to confirm.
To delete the Template, click the “Delete” button in the “Actions” column. Click the “Delete” button to confirm.
To edit an existing Template, click the “Edit & Delete” button in the “Actions” column. The system will redirect you to the “Edit Template in HTML Editor” page. You can configure the following data fields:
Template Name: Enter the name for the editing Template.
Select Folder: Select the folder from the existing one.
Create a new Folder: Enter the name for a new folder.
Subject fields contain:
Email fields: Select the values from the drop-down list (Email, Phone, First Name, Country, Zip, etc.).
System fields: Select the values from the drop-down list (Year, Month name, Current date, etc.)
To edit the “Text body” of your Template, choose the appropriate tab and fill in the data in the text block.
- Click the “Download” button to download the Template.
- Click the “Spam” button to check the Template for spam.
- Click the “Preview” button to preview the Template.
- Click the “Test Send” button to send the test Template.
- Click the “Templates” button to review available standard Templates.