A Template offers the capability to create and save Template emails based on topics and rules that you define.
Create a Template
New templates can be created via the Template Feature in the Communications Center and also through the Bee Editor by saving the email as a Template. During Template creation, a user can define settings, rows, and content.
Please follow the steps below.
Create Template from the Template Feature:
- Navigate to Admin Menu > Email Marketing
- Select Communications from the lefthand menu
- Select Templates which will open the Email Templates Dashboard.
- On the right side of the dashboard, select Create Template
- To finish up your Template creation you will be defining settings, rows, and content. For these steps please refer to the following articles:
- Email Content - Settings Reference
- Email Content - Rows: Reference
- Email Content - Content: Reference
Create Template from the Bee Editor:
If you have already begun creating an email and are working on creating your content, when you save your content, you have the option to Save as Template for future use.
Access and use your Templates
Your saved Templates will be located in the Template Feature dashboard. From here you will be able to edit your templates by clicking on the pencil button. Editing the details, duplicate it or delete it will be available by clicking on the three dots. Using it will be as simple as clicking on the Use Template button.
Next Steps
After a template has been created, it can be applied to an email. Refer to the Apply a Template article for more information.