Once your basic branding is complete, we can quickly finalize your email templates.
Navigate to Templates just under the General tab we used to create the branding
Your account will default to having two template types pre-loaded:
- Standard: displays your logo at the top, colored borders, and you can add your social media sites, contact information, and an optional unsubscribe link
- Default: branding is a bit simpler - it doesn’t include social media sites.
You can change the features on either from your general branding.
Click on the template you wish to edit. The template will automatically pull in the branding we configured in the first few steps. If you want to use different colors, logo, or contact information, use the options on the right hand side of the page to customize your template.
If you’d like to link to your social media sites, add a signature/contact information, or an unsubscribe link, keep scrolling down to edit those fields.
There is no “save” button on the templates. When you’re done editing, you can click out of the editing panel and your changes will automatically save.
Pro Tip: we recommend sending a template WITHOUT an unsubscribe link to your consultants on assignments so they don’t accidentally unsubscribe and miss any valuable information, and creating a second template WITH an unsubscribe link for your messages not going to consultants. You can quickly duplicate an existing template and toggle one to have an unsubscribe link, and hide it on the other template by using the “Duplicate” feature in the top right corner.
Made a mistake? You can delete a template by clicking the “Delete” button in the top right corner.
If you’re familiar with HTML, you could also click on “+Create New” and paste in your HTML code to create a custom template. That will not be covered in this article.
Using Templates in Touchpoints
Now that you have templates, you can apply them to your “Email with basic editor” touchpoints.
NOTE: Templates are not compatible with the drag and drop editor or SMS messages.
To apply your template, click on the touchpoint that you wish to edit.
Go to the “Basics” tab.
Look for the “Template” section towards the bottom of the section. Click on the drop down menu to choose the template you want to apply. Be sure to save any changes you’ve made!