To create or access an email template, you can utilize our pre-made marketing templates or design your own. However, before doing so, you must establish an auto email within a campaign or schedule a manual email.

Once you decide which type of email you'd like to create and send, you need to set it up to choose either a Full Design with Drag and Drop or Text Only. Full Design with Drag and Drop allows for more design and branding, whereas a Text Only email will only include text.

To create a template using a Schedule Email, go to the Marketing Calendar > Create New > Schedule Email.

Select Full Design or Text Only email, and enter in the Name, Date, and Time. Click Create.

To create a template within an auto-email in a campaign, open an existing campaign or create a new one under Automation > Marketing Automation.

In an auto campaign scroll down to the Auto-Messages to Contacts in this Campaign > Add an Auto-Message > Auto-Email.

Once you've added and named your auto-email, determine when you want the email to be sent. When adding an auto-message to an auto-campaign, there are three timing options.

After selecting the time delay option then you be able to select either a Full Design or Text Only email.

Whether you created your template in a Scheduled Email or Auto-Email, you will be prompted to select what template you'd like to use for your email, either an Account Saved Template or a pre-written template. You can select any template and always build off it or edit it too before sending it.

Next, you will set your Email Details and design the content and copy of your message.

Once you have designed your template, Save and Exit the email builder.

Under Email Details, you will have the option to Save as Template.

You can create a new template or override an existing one.