Templates are an easy way to send branded emails based on your company's profile.
This article covers how to:
Opening the templates list
To view your existing templates:
- Click Marketing → Templates and select one of the following:
- My templates (templates you've created), under By Upsales
- Public templates (shared templates you can use), under By Upsales
- A list you have saved, under My lists, or a list someone has shared, under Shared lists
The list of templates you selected is displayed. Use the three buttons at the top of the list to switch between a grid of thumbnails, a list with thumbnails and a plain list.
- In the grid, hover over a template and select Preview, or Edit to open it in the template editor.
- In the list with thumbnails, click a thumbnail to preview the template. Click anywhere else on the row to open it in the template editor.
- In the plain list, click the eye icon to preview a template. Click anywhere else on the row to open it in the template editor.
- Last edit - when the template was last changed
- Label - the labels the template has
- Sort the list
- Customise the columns shown for the list
- Filter the list
To organise templates with labels, use the Labels panel on the left. Click + to create a label. Then select templates with their checkboxes and choose Select label (or Remove label). Click a label in the panel to show only the templates that have it, or Unlabeled to show the templates without a label.
Once you have customised a list, you can save that list to return to it later.