Create a Saved Template

Save time when creating new campaigns by saving a message as a template. This gives you the ability to reuse the layout and content of an email to quickly create new campaigns.  

Brand the template with your logo, colors, and links to your website and social media profiles. When you're ready to send an email, all you have to do is copy your Custom Message Template and fill in your content. There is no limit to the number of Custom Templates you can save to your account.

How to Create a Custom Template

1. Go to the Settings tab of a draft message.
2. Click Yes next to Mark as template? to specify the message as a template.
3. Click on the Message & Content tab. 
4. Click the Save button at the bottom of the message. This template will now be available in your templates folder. 

How to Use a Custom Campaign Template

Once you have marked and saved a message as a template, you can use it from the Campaigns section. Click on the blue New Message button and select the with my Templates folder icon. On the following screen, use the Select icon  to start a new campaign using the template. 

To make permanent changes to your Custom Campaign Template, select the edit icon next to your template. 

If you are using our master and subaccounts setup, a message marked as a template at the master account can be shared to your subaccounts. (Note: setting for subaccount to be fed content from master account must be turned on). 

You can also use our FTP feature to upload a file (includes images, attachments, lists, and HTML files to be used as a template). If you upload an HTML file this way, then when starting a new message, you would select the “with an Uploaded Template” option.