Create a template for your emails, while in the email composer.
This article covers how to:
Create a template
Click + → Email (or click a contact's email address):
The email composer opens. Add and format all the information to include in the template. For example:
Click the Templates dropdown and click Save as template. The option appears once you have added content to the email:
Add a template name, subject line: and tick the box to make the template private or visible to other users:
That's it!
Use a saved template
- Create a new email and click the Templates dropdown. You can click Private or Public tabs to view saved templates, enter the template name in the search bar, or scroll to view recently used templates:
Update a template
Open an email template. Make your updates. Update and Save as new appear on the Template row once you change the email. Click Update (or Save as new if you want to keep the "old" template):
Update saves your changes to the template itself, so everyone who uses a public template gets the new version.
Delete a template
Click Marketing → Templates. The list opens on Public templates. To find a private template, click the dropdown next to Public templates and select My templates:
Hover over the template you want to delete, click the Trash icon (top-right) and confirm with Delete:
A template that is used in a flow or a form cannot be deleted. Remove it from the flow or form first.
Only administrators and users with Marketing access see Templates in the menu.