In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template.

This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

Once you start creating email templates, they will be organized into a list like this. This list will be sorted by 'Activity', showing the most recently edited email template at the top of the list.

You can preview your already created templates here.

To edit an already created email template, simply click this button and you will be taken to the email builder where you can edit and save your template.

In order to save time, you can simply duplicate already created email templates. That way, you won't need to rebuild every element in the email such as the logos and signature, you would only need to edit the sections that need to change.

When you click the 'Actions' button, you will be presented with a list of other actions that you can perform to any given email template such as;

You can filter from the list by selecting to view either active campaigns or archive the ones.

If you have a long list of email templates and you want to find a specific one to edit or manage, you can simply use the search bar and start typing the name of the email template!

If you want better organisation, creating folders is the way to go! You can keep email templates in specific folders related to marketing campaigns, product/service-specific emails, and more! Just click this button and name your folder to start!

When you are ready to create a new email template, simply click this button. You can decide to either;

Choose from a world of templates

Design a new blank email from scratch

Import Email from an external source
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This allows you to pick an email template from an existing campaign that has been sent or scheduled. All you have to do is duplicate the template and edit it to fit the new messaging.

Search box

Here you can click on the search box to select an email campaign.

Open Template Builder when done

If you want to edit the template you duplicated email template, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don't want to edit.

This allows you to choose from a wide range of templates aka "Template World".​

Using a blank template allows you to create your email template from scratch especially when you want to customize a template

Choose to build using our visual drag-and-drop design editor or powerful code editor

Design Editor

When you choose the "Design Editor", it allows you to drag and drop the elements into the workspace.

​Code Editor

This is what the coding looks like when creating a template using "Coding Editor"

You can import your email from an external source like Mailchimp or Active Campaign.

Import From

Here you can click on the search box to select the external sources available. For instance, Mailchimp;
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How to import an email from Mailchimp:
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Note: Only Campaigns are able to be imported. If you’d like to import a MailChimp Template, you must first convert it to a Campaign.

URL

You can copy the URL to a campaign here

NOTE: This will create the code editor-based HTML-type email template

Open Template Builder When Done

If you want to edit the template you are importing, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don't want to edit.

In order to import an email template from Active Campaign, please log in to your Active Campaign account.
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