MARKETING: Campaign Templates

What is a Campaign Template?

A Campaign Template is a pre-formatted email that you can use as a starting point to create Campaign Emails. It allows you to create the base framework of the Email so that you don't need to keep creating the same one over and over again.

How do I create a Campaign Template?

Navigate to Marketing > Templates, and click the +Add Campaign Template button.

Choose which Editor you would like to work in. Choosing the WYSIWYG Editor will allow you to switch to HTML at any time.

Choose a Title for your Template. This is only for your reference, it will not be visible when applied to a Campaign Email.

You can select a previously-created Campaign Template from the Select Template dropdown menu, or start from scratch.

Both Editors can have Dynamic Data Placeholders (DDPs) that you can insert to automatically generate information specific to the reader of the Email.

CLICK HERE to learn about DDPs

You can click the Preview button to see what the Email will look like when received. Click the desktop computer, tablet or mobile phone icons at the top to see how it will appear for each device.

Once you are done, click Save Template.


What happens next?

Now when you create a Campaign Email, your Campaign Template will be selectable from a dropdown menu (it will appear exactly as it does while creating a Campaign Template). Apply the Template and tweak the Email however you like!

CLICK HERE to learn how to create a Campaign Email

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