Templates

Learn how to build emails from templates.

Instead of duplicating an email, you can create an email from a template. This is helpful if you have a specific layout or content that you want to use for a campaign.

To create a template:

  1. Locate an existing email under Files on the left.
  2. Select the three dots to the right of the title.
  3. Click Mark as Template.
Under Files on the left hand menu, there is an email titled Template. The three dots to the right of the title are selected, which reveals a dropdown of options including Mark as Template.
Screenshot showing "Mark as Template" in the file's settings

You can differentiate templates from emails by their icons.

This shows two files, one titled my first email with an envelope icon and the other titled template with a layout icon.
Screenshot showing a template vs email icon

To create an email from a template:

  1. Create an email:
    • Click + then New Email beside Files or
    • Click the three dots then New Email beside a folder title.
  2. Select a template.
There are three options - start from scratch, import from your ESP or templates.
Screenshot showing template options for a new email

If you have no templates, you can continue to create from scratch, by importing from your ESP, or creating a template following the steps above.

Edits to a template do not cascade to emails made from them.