How to Add Email Templates to Your Template Library
Why Use the Template Library?
Storing your email templates in the CRM's Template Library keeps them organized and easy to access. Benefits include:
- Easy Access: Quickly find and reuse templates without searching through files.
- Consistency: Maintain a uniform look across all communications.
- Efficiency: Update and tweak templates easily to save time.
- Team Collaboration: Share templates seamlessly with team members.
- Performance Tracking: Monitor and improve email effectiveness with built-in analytics.
How to Add Templates to the Template Library
Follow these steps to upload your email templates:
- Navigate to Email Marketing in your CRM.
- Locate the desired email asset in the list view.
- Click the three dots next to the asset and select the option to Add to Template Library.
- Provide a name for the template and choose a category.
- You will be redirected to the Template Library admin view, where you can:
- Add a cover photo.
- Add tags, edit the name, and select or change the category.
- Provide a brief description of the template.
- Add predefined requirements (e.g., integration instructions).
- Assign featured tags to make your template stand out.
- Once the template is ready, you can:
- Make it public to allow subaccounts and their clients to use it.
- Keep it as a draft to only show it in the admin panel for future edits.
Frequently Asked Questions
Who can add or edit templates in the Template Library?
Only agency admins can add templates from any sub-account and manage them.
Is adding templates available on all plans?
This feature is available on the $497 plan and above.
How are updates handled for templates in the library?
- If the template is in draft stage, updates are saved and elements remain up-to-date.
- If the template is public, updates will not automatically apply; this functionality is planned for future releases.
Can I hide or edit templates already in the Template Library?
Currently, you cannot hide or edit templates once they are added. However, agency admins can clone and edit records of templates they created. Existing tags and categories cannot be hidden or edited.