To create a new template, complete the following steps:
- Select Create Template from the top of the Templates list.
- Enter the template Name to help you identify this template when using it in email campaigns, flows or one-to-one emails.
- Select the user who should be shown as the Sender on the emails using this template.
- Enter a Subject for emails that use this template. The Subject line shows in the recipient’s email Inbox, so you want to use text that will grab your reader’s attention.
- Enter Preview text for the line or two of text that shows in the recipients email Inbox to describe the email.
- Turn the Private template toggle on if you want to be the only user who can access this template.
- To include a file attachment with all emails that use this template, select Attach file and locate the file you want to attach.
- To start with a standard template to work from, select Use for the template you want to use. Or scroll to the bottom to select Use our text editor to start from scratch.
- Standard templates use the logos, colors and typography that your administrator has set in your Company profile.
- You can use the editor to make changes to the template’s text, images, buttons, column and row design, header, footer and background color.
- You can preview the template.
- Select Save and exit to save the template.
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