Create Custom Campaign Templates

Modified on Tue, 21 Mar 2023 at 02:51 PM

Create and manage re-usable custom templates for email campaigns. 

Creating and Using Custom Templates

Step 1: Create a new template

  • Navigate to your Campaign Templates Page 
  • Select "New Template" 
  • Update the subject, title, body as you see fit (you can even add images!) 
  • Select "Save as Template" 
  • Give your template a name and save! 

Step 2: Use a template

  • On your Campaigns Template page, press the "Select" button for your newly created template 
  • Proceed by selecting who to send the campaign to and testing or sending! 

Step 3: Manage the template

  • Select "Edit" on any of your custom templates 
  • You can make updates to the template and select "Save Changes" 
  • You can delete the template by selecting "Delete" 
    • Confirm you'd like to delete the template 

Bonus: You can save any of the existing default campaign templates with updates as a custom template by selecting the "Save as template" button on the campaign editing page 

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