Creating a Template

How to Create a Template

Continue reading this article for in-depth instructions on how to successfully create your first template.

If you leave the wizard at any point, your template will appear in the Drafts tab.

All changes will be saved automatically.

 

If you're after a guide on how to use the Email Editor,

take a look at the Email Editor section.

 


 

Create a New template

1. Head over to the Email tool. You can do so from the shortcut on the calendar page or from your Tools page.

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2. Click on the Templates tab.

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3. Click Create New Template.

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4. The conversation wizard will open.

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5. Follow all the steps to create and design your template.

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Continue scrolling through this article to follow through every step.

Click on a step on the left side navigation to fast-forward.

 


 

Details

This is the very first step of the Conversation Wizard. All fields marked with an asterisk (*) are mandatory. Let's get started!

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1. Enter a working name for your template. This name is only for internal purposes.

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2. Click Next.

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Templates

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1. Choose between Pre-defined templates and Your templates, so that you can decide on an initial structure for the template you're about to create.

 

 

2. Click on the template you chose. You can go back to this step later if you change your mind, but note that your changes will be lost unless you manually saved them.

 

 

3. The Email Editor will open. Time to build your template on the Design step!

If you want some detailed information on how to work with pre-defined templates, head over here.

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Design

After choosing a template, you will enter the Email Editor.

Take a look at our articles about the Email Editor for more detailed information.

Certain browser extensions may interfere with the Email Editor. In that case, disable your browser extensions and refresh the page.

 

1. Create your template by interacting with the Email Editor: drag and drop elements and assets from the Design Panel into the canvas.

Need a rundown of all the elements and the Design Panel? Jump here.

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 The Email Editor in a nutshell:

The centre of the editor is called the Canvas. It looks like a live preview of your Email, which takes shape as you put the elements together.

To design your Email you will use elements and assets. These are contained in the Design Panel, on the right, ready to be dragged and dropped into the canvas!

As Emails are built, the structure of the Email is shown on the left in order to keep track of things, and edit the settings of the rows and columns created. This area is called the Structure Panel.

Don't forget about the Bottom bar! There you will see useful options like Preview, Settings, Test and Continue.

 

2. Double-check the Template settings.

Open the Settings by clicking Template settings on the Bottom bar.

These settings are the same from the Details step when you create an email.

Read more about the Settings...

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Unsubscribe settings

3. Make sure you add an unsubscribe link and that you adjust your unsubscribe settings.

Click on an item below to expand:

Adding an Unsubscribe Link

How to Add an Unsubscribe Link to Your Email

1. Head over to the Email tool and edit an Email activity draft or create a new Email.

Do skip this step if you have already created or are in the process of creating an email.

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2. Choose how you would like to add the unsubscribe link. Do you want to add a button, image, menu, list or a simple text link?

Drag and drop the element you want to use from the Design Panel into the Email canvas. Read more about the Design Panel...

Click on an option below to learn more:

Unsubscribe via Image Element

How to Add an Unsubscribe Link to an Image Element

1. Make sure you have already added an image element. Read more about adding an image element...

Click on the image element. The Image Options will appear on the Design Panel.

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2. Expand the Link type drop-down menu by clicking on it.

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3. Choose Unsubscribe.

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4. All done!

 

Unsubscribe via Button Element

How to Add an Unsubscribe Link to a Button Element

1. Make sure you have already added a button element. Read more about adding a button element...

Click on the button element. The Button Options will appear on the Design Panel.

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2. Expand the Link type drop-down menu by clicking on it.

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3. Choose Unsubscribe.

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4. All done!

 

Unsubscribe via Text Element

How to Add an Unsubscribe Link to a Text Element

1. Make sure you have already added a text element. Read more about adding a text element...

Click on the text element. The Text Options will appear on the Design Panel.

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2. Directly on the element, write the text for your items.

Make sure you write a clear, straightforward text for your unsubscribe menu item.

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3. Select the unsubscribe text in the item.

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4. Click on the link button in the inline text editor.

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5. Expand the Link type drop-down menu by clicking on it.

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6. Choose Unsubscribe.

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7. All done!

 

Unsubscribe via Menu Element

How to Add an Unsubscribe Link to a Menu Element

1. Make sure you have already added a menu element. Read more about adding a menu element...

Click on the menu element. The Menu Options will appear on the Design Panel.

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2. Click Add item and add your menu items.

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3. Directly on the element, write the text for your items.

Make sure you write a clear, straightforward text for your unsubscribe menu item.

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4. Select the unsubscribe text in the item and click on the link button in the inline text editor.

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5. Expand the Link type drop-down menu by clicking on it and choose Unsubscribe.

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6. All done!

 

Unsubscribe via List Element

How to Add an Unsubscribe Link to a List Element

1. Make sure you have already added a list element. Read more about adding a list element...

Click on the list element. The List Options will appear on the Design Panel.

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2. Click Add item and add your list items.

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3. Directly on the element, write the text for your items.

Make sure you write a clear, straightforward text for your unsubscribe list item.

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4. Select the unsubscribe text in the item and click on the link button in the inline text editor.

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5. Expand the Link type drop-down menu by clicking on it and choose Unsubscribe.

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6. All done!

 

Adjusting your Unsubscribe Settings

How to Adjust your Email's Unsubscribe Settings

1. Make sure that you've added an unsubscribe link in your Email. Expand the item above to learn more.

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2. While in the Email editor, open the Settings by clicking on the Email's name on the Structure Panel or on Settings on the bottom bar.

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3. Since clicking the unsubscribe link will take them to a landing page, start by entering a headline for that page on Landing Page Headline.

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4. Enter the message for your landing page under Landing Page Message. This message could be a question, asking them whether they are sure they'd like to unsubscribe or if they're there by mistake.

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5. To confirm that they wish to unsubscribe, they will have to click on a button. Enter the text for that button under Landing Page Button.

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6. On Unsubscribe Type, you will choose what action the button will do.

Click the drop-down menu to choose between Message, to show them a confirmation message, and Redirect Link to take them to another page of your choice. Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

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If you choose Message:

Enter a message for the landing page under unsubscribe message.

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If you choose Redirect Link:

Lead them to a page of your choice after they confirm that they wish to opt-out.

Enter the URL of that page under Redirect Link.

Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

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4. Click Preview in the bottom bar to preview your email template.

Toggle Desktop, Mobile and the Text version by using the buttons on the right. You can see how the Email will look in all three formats, so you can make sure it will be displayed correctly no matter the device.

If necessary, make any changes to improve the way your Email is displayed.

 

5. Test your Email template ! Click Test in the bottom bar, enter your Email in the corresponding field and click Send Test.

 About Test Emails

When testing an email, the test email might be sorted by your email client as spam. Spam emails tend not to load images and all additional content in the preview, which is completely normal and done with your best interest in mind.

Please move the email out of the spam folder into another inbox in order to load all of the email's content.

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Overview

Congratulations on creating your template!

To save your template, click Finish.

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