How to Create a Campaign Template

If there is a standard email format that is often used for emails, a template can be created for that email. When creating a Campaign, a template can be selected using the template dropdown and the text will populate the Message Body field.

Steps

1. In the left navigation menu, click ‘Templates’.
2. Click ‘Campaign Templates’ at the top if necessary to view any created templates.
3. To create a new Campaign Template, in the top right corner of the page, click ‘Create Template +’.
4. Enter a name for the template, this is the name that will be displayed in the Template dropdown on the Create Campaign page.
5. Enter the email content into the text box.
6. Short tags (dynamic fields) can be inserted into the body of the template and when sent, their values will populate the email.
7. Click ‘Save’.
8. The template will now appear in the Template dropdown when creating a Campaign.