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  1. Upsales Help Centre
  2. Marketing
  3. Templates

How to create a new template

Create templates for use with your promotional activities.

 

To create a new template, complete the following steps:
  1. Click Marketing → Templates:

    menu.jpg

  2. Click Create Template from the top of the Templates list.
  3. Add the template Name to help you identify this template when using it in email campaigns, flows or one-to-one emails:

    create.jpg

  4. You can now choose whether to start with a template that you adapt, a blank template, or code from scratch:

    select.jpg

  5. You can also search for templates by their labels:

    labels.jpg

  6. You can label templates to make them easier to find. Click + next to Labels:

    menus.jpg

     

    Add as many labels as you want 

    name.jpg

     

    Now when you upload an template, hover over it, and click the tickbox:

    tick.jpg

     

    Click Select label and choose the label:

    label.jpg

    You can now click the label name to sort templates by label:

    sort.jpg

    To edit or delete a label, hover over it and click the edit or Trash icon:

    trash.jpg

    The default "Created by Upsales" labels are for profile images and images uploaded to companies and contacts. 

  7. Edit the template design and click Settings:

    settings.jpg

  8. Select the Sender 
  9. Enter a Subject 
  10. Enter Pre-header text (a line or two of text that shows in the recipient's email Inbox before they open it)
  11. Toggle the Private template if you want to be the only user, except for system administrators, who can view this template:

    review.jpg

  12. Review the links in the template, and click Edit email to make changes:

    link.jpg

  13. To include a file attachment, click Attach file and locate the file:

    attach.jpg

  14. Click Save and exit and the template is ready to use with email campaigns and flows.
 
 
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Articles in this section

  • Q: Can I use emojis in Upsales?
  • Image bank
  • Introduction to working with templates
  • How to create a new template
  • Available tags in emails
  • How to preview your email template
  • How to include a video in an email

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