How do I work with templates as a template for a campaign or automated emails?

When creating a new campaign or email within your automation, you can select a pre-designed template and customise it as desired.

Many companies use a kind of 'house style' in their emails to make themselves easily recognisable to their contacts. Using templates in a house style, where you only need to make some adjustments based on your content, is more efficient than creating emails from scratch.

In addition to creating templates, you can also import templates. You can find out how to do this in this article: how can I share an automation template or campaign template?

This article covers:

  1. How to create templates.
  2. How to use templates within a campaign.
  3. How to use templates within an automation.

How do I create a template?

  1. Navigate to 'campaigns' > 'campaign templates' in the menu. Here you will see an overview of your created templates.

    Within 'templates' we work with two different designers: the 'email designer' and the 'classic designer'. The classic designer is still in the old MailBlue style, the email designer contains the new style.

    It is important to know that templates created in the email designer can only be chosen when using the email designer when creating a new campaign or automation email. Otherwise, the templates will not appear. The same applies to the classic designer.

    We therefore recommend always using one of the two designers to make this process easier. For this example, the email designer is used.

  2. Navigate to 'campaigns' > 'campaign templates'.

    Templates_1.png
  3. Click on 'create a template'. Templates_2.png

  4. Select the designer you want to use and click on 'continue'.

    Templates_3.png
  5. You can choose a basic template and customize it, or you can start with a blank canvas. In this example, we select a basic template 'sign up for a webinar'.

    Templates_4.png

  6. You can now rename the basic template, and adjust the content and design as desired using the editor.

  7. If you are satisfied with the content, click on 'save and close'.

  8. Now you will see an overview of the templates you have created in the email designer, and you will also see the newly saved template among them.

How can I use templates in a campaign?

  1. Navigate to 'campaigns' > 'campaigns' > 'create a campaign'.

    Templates_8.png
  2. Give your campaign a name, select the campaign type, and click 'next'.

    Templates_9.png
  3. Select a list, optionally create a segment within the list, and click 'next'.

    Templates_10.png

  4. Select the designer where you created the template (if you created the template within the email designer, select email designer. Select 'classic designer' if you created the template within the classic designer).

    Templates_11.png
  5. Here you will find the templates you created within the email designer. You can optionally customise them as desired.

    Templates_5.png

How can I use templates in an automation?

  1. Create a new automation > select a start trigger > click on the plus icon.

    Templates_2.png
  2. Select 'send an email'.

    Templates_3.png
  3. Select 'start with a template'.

    Templates_4.png
  4. Select the designer where you created the template (if you created the template within the email designer, select email designer. Select 'classic designer' if you created the template within the classic designer).

    Templates_11.png
  5. Here you will find the templates you created within the email designer. You can optionally customise them as desired.

    Templates_5.png
Was this article helpful?
0 out of 0 found this helpful