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How To Create Graphical Campaign Templates
How To Create Graphical Campaign Templates

Create a campaign template from a previously sent campaign, from an existing template, or from scratch 

Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week ago

Click on Marketing > Email Marketing > Graphical templates > My Templates > Create template

Graphical Templates from scratch

  1. Give your template a name, select Start Fresh and then click on Save & Continue

2. You will have the ability to view the campaign now and make any changes to the original campaign, select Save & Close

3. Now go to the Campaign Templates module, here you will see that your campaign has been saved as a template

Graphical Templates from previously sent campaign

1. Give your template a name, select Previously Sent Campaign and then click on Save & Continue 

2. Select the Campaign you want to save as a template, select Save & Continue

3. You will have the ability to view the campaign now and make any changes to the original campaign, select Save & Close

4. Now go to the Campaign Templates module, here you will see that your campaign has been saved as a template 

Creating a template from an existing template.

You may create a template from an existing template two ways. You can select Create Template > Existing Template and then select the template you would like to copy. You can then edit and save the new template.

The second way would be to duplicate an already existing template.

  1. Go to your templates, find the template you would like to use, click on Options > Duplicate

2. The new duplicate will say (copy) next to the template name, click on Options > Edit

3. Rename the template and click Save and Continue

4. You will have the ability to view the campaign now and make any changes to the original campaign, select Save & Close

5. Now go to the Campaign Templates module, here you will see that your campaign has been saved as a template

You will now be able to send templates unlimited times without having to recreate them.

Need help sending the campaign? Click here

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