Templates are the starting point for great marketing emails, keeping you on-brand for every message you send. Email templates are pre-built email layouts that include content like images or text. Instead of designing a new email from scratch each time, save time and effort by using a template as a base.

The Templates page displays all your saved templates so you can edit them at any time.

When you select a template to use as the starting point for a new email, feel free to make changes as needed. Don't worry, your changes will only be applied to that email, they don't affect the original template.

Creating a New Email Template

If you haven't created any email templates yet, you'll see a list of options to do so when you click the Templates page. Start a new one by selecting one of the options:

Customizing Email Templates

The template customization tools are very similar to those found in the email builder, with the exception of email settings, which are used to apply default styles for fonts, font sizes, and various template element colors.

Default Styles

While you can set the default styles for a template, and even create predefined sections for other teammates to use, anyone that selects the template for their email still has the ability to override styles at the content-level.

The following styles can be overridden within a section:

• Headings 1 - 3
• Normal text
• Button color
• Button text (excluding "Share this email" buttons in the footer)
• Text link color (excluding header and footer links)

Want to keep others from editing your default styles? No problem, you can use section locking to restrict what a person can edit in a template.

Section Locking

You can lock sections and content in a template so certain changes can't be made. For example, you can use this feature to provide a consistently branded call to action, an approved layout, legal text that shouldn't be edited, or background images that shouldn't be changed.

Use a Saved Template to Send an Email

After you set up a template, it can be used in the email builder to create campaigns or journey emails.

To use a saved email template, click My Templates when prompted on the Choose a starting point page.

Editing an Existing Template

If you've already created email builder templates, they'll be the first thing you see on the Templates page. Follow the steps outlined below to edit a template. 

1. Click the  icon to the right of the template name.

2. Select the option to Edit.

3. Use the email builder to make any necessary edits.

4. When you've finished editing, click Preview near the top right corner of the page. This will display a desktop and mobile preview of the template.

5. If you're happy with the results, click Finish & save template →. If you need to make further edits, click ← Return near the top left corner of the page.

If you need to edit an email template, follow the steps outlined below. If you're new, and you haven't yet created any email templates, jump on down to learn how to create a new Marketing 360® email template.

Duplicate an Existing Template

If you've already created an email builder template that you like, but you'd like to tweak it just a bit. Save time and effort by duplicating the existing template, then making your adjustments, then saving it for re-use. 

1. Click the  icon to the right of the template name.

2. Select the option to Duplicate.

3. Give your new template a new name.

4. Click the  icon again to enter the email builder and make your edits. When you've finished editing, click Preview near the top right corner of the page. This will display a desktop and mobile preview of the template.

5. If you're happy with the results, click Finish & save template →. If you need to make further edits, click ← Return near the top left corner of the page.

Create a New Campaign Using an Existing Template

If you've already created an email builder template and you're ready to use it to create a new campaign:

1. Click the  icon to the right of the template name.

2. Select the option to Create campaign.

3. Give your new campaign a new name in the Name this campaign field.

4. Write a subject line for the email in the Write a subject line field.

5. Enter an intro to display in your users inboxes in the Preheader text field.  Please note that not all email providers will display this text.

6. Enter a sending name & email in the Who is it from? field. The top field is for a name. The bottom field is for the email address. Together, these fields will determine who the campaign is sent from.

7. Click Next to proceed to the email builder.

8. Use the email builder to add unique content to the campaign.

9. When you're through, click Preview to see what the email will look like in your recipient's inboxes.

If you need to make further edits, click ← Return near the top left corner of the page. 

10. When you're happy with the preview, click Define recipients→.

11. Select which list(s) should receive the campaign, then click Next.

12. Confirm all your settings on the following page, then click Schedule delivery→. Alternatively, you can send a test email to make sure everything is dialed in before you send the final version.

13. Send the email immediately by clicking Send it now or schedule it to be sent at a later time by clicking Schedule for later.

14. Enter an email to receive a confirmation email when the campaign is sent.

Delete an Existing Template

If you've created an email builder template that's no longer useful, you can delete it from your Templates page to stay organized.

1. Click the  icon to the right of the template name.

2. Select the option to Delete.

3. Confirm your choice.