Saved Content - Email Templates
Quality and Training
15 steps
60 seconds
Getbee
Opentender
1
Once you have navigated to **"Saved Content"**, click on **"Email Templates"**
Creating a New Email Template
2
To create a new template, click on **"New Email Template"**
3
You can set the template name and description in the below fields.
4
If the template should be available to all brands and locations, you can check **"Is system content - will be shared across all brands"** Once the details have been set, you can click on **"Create"**
5
You can change between desktop and mobile view by selecting on the icons in the upper left hand corner.
6
You can then add content to the template. You can view more about building an email campaign [here](https://support.itsacheckmate.com/hc/en-us/articles/29659129458971-Creating-a-new-Email-Campaign).
7
Once you are done, click on **"Save"**
8
To return to email templates, click on **"Exit"** or **"Email Templates"** in the left-hand menu. **Note:** Ensure your content is saved before exiting
Remember to save your content before existing so your changes are not lost
Editing, Duplicating, or Deleting an Email Template
9
To make edits to an existing template, click on the menu button under **"Actions"**
10
You can choose to: - **Edit:** Allows you to edit the content in an email template - **Rename:** Rename an email template - **Duplicate:** Duplicate an email template - **Archive:** Archive an email template - **Delete:** Delete an email template
11
You can search, sort and filter the email templates by using the search bar.
To view email templates that are archived, set the the **"Filter"** to **"Archived"**
Using an Email Template
12
Once the template has been saved, it can be added to an email campaign. To add a template, click on "Create Content" **Note:** You can view more information on how to create an email campaign [here](https://support.itsacheckmate.com/hc/en-us/articles/29659129458971-Creating-a-new-Email-Campaign#CreatinganewEmailCampaign-CreatingaNewEmailCampaign).
13
You will be able to see all your available templates or start with a blank canvas. Click on the template you would like to use. **Note:** You can also search for templates using the search bar
14
You can set your email settings and click on **"Save"**
15
You will then be able to see your email template saved.
You will be able to add to the email, but the content from the template will be locked.
Saved Content - Email Templates
Quality and Training
15 steps
60 seconds
Getbee
Opentender
1
Once you have navigated to **"Saved Content"**, click on **"Email Templates"**
Creating a New Email Template
2
To create a new template, click on **"New Email Template"**
3
You can set the template name and description in the below fields.
4
If the template should be available to all brands and locations, you can check **"Is system content - will be shared across all brands"** Once the details have been set, you can click on **"Create"**
5
You can change between desktop and mobile view by selecting on the icons in the upper left hand corner.
6
You can then add content to the template. You can view more about building an email campaign [here](https://support.itsacheckmate.com/hc/en-us/articles/29659129458971-Creating-a-new-Email-Campaign).
7
Once you are done, click on **"Save"**
8
To return to email templates, click on **"Exit"** or **"Email Templates"** in the left-hand menu. **Note:** Ensure your content is saved before exiting
Remember to save your content before existing so your changes are not lost
Editing, Duplicating, or Deleting an Email Template
9
To make edits to an existing template, click on the menu button under **"Actions"**
10
You can choose to: - **Edit:** Allows you to edit the content in an email template - **Rename:** Rename an email template - **Duplicate:** Duplicate an email template - **Archive:** Archive an email template - **Delete:** Delete an email template
11
You can search, sort and filter the email templates by using the search bar.
To view email templates that are archived, set the the **"Filter"** to **"Archived"**
Using an Email Template
12
Once the template has been saved, it can be added to an email campaign. To add a template, click on "Create Content" **Note:** You can view more information on how to create an email campaign [here](https://support.itsacheckmate.com/hc/en-us/articles/29659129458971-Creating-a-new-Email-Campaign#CreatinganewEmailCampaign-CreatingaNewEmailCampaign).
13
You will be able to see all your available templates or start with a blank canvas. Click on the template you would like to use. **Note:** You can also search for templates using the search bar
14
You can set your email settings and click on **"Save"**
15
You will then be able to see your email template saved.
You will be able to add to the email, but the content from the template will be locked.
