Manage Templates

Last update: July 21, 2023

Create a Template

  1. Navigate to the Templates tab.

  2. Click Create Template.

  3. Choose a Name and Category for your email template, then click Create.

  4. In the template editor, create a subject line for your email and type the desired message. Use the editing tools (font, text size, etc.) to customize the appearance. Click Save to finalize your changes.

TIP
Always type text directly into the template, or copy from a plain text editor (e.g., Notepad or TextEdit). Copying and pasting from a rich text editor (e.g., MS Word) can cause formatting irregularities.

View Template Details

The Template Details area contains multiple tabs.

TemplateReview and make edits, set up criteria to make the template a recommended template, add notes
AnalyticsReview engagement analytics for the template. Perform a filtered search.
EmailsView all emails that have been sent using this template. Perform a filtered search.
CampaignsSee which Campaigns the template is being used in.

Share a Template

If you’re using one of our team accounts, all of your templates are still private by default.

  1. Navigate to the Templates tab.

  2. Find and choose the desired template.

  3. Click the Share button.

    NOTE
    Templates that have been shared with you will show up under the Team Templates header on the left hand side of the Templates page. Teams are only available for Premium users.

  4. Click the Share With drop-down and select the team(s) with which you’d like to share.

  5. You have the option of keeping the template in the current category or moving it to a different one. In this example we’re keeping it in the current one. Click Share when done.

Favorite a Template

You can add templates from any category to your Favorites list. This automatically generates a new category at the top of your list so you can quickly access the templates you use most.

  1. Navigate to the Templates tab.

  2. Find the desired template and hover over it. Click the star that appears to the left of the template name.

    After it’s favorited, the star will remain.