The goal of email template management is to enable properties and groups to manage emails templates that are frequently used or updated to brand standards. This feature will be most highly utilized by a brand’s content manager or platform administrator and is available at the Group and Property level.
When creating an email campaign, you can access email templates at the start of the “Design” section of the campaign builder flow. You can toggle between your saved templates, Revinate's collection of templates, or basic blank templates.
Please note: An email campaign is a unique entity. If at a later date you decide to update or make changes to a template it will not be reflected on existing and scheduled campaigns that use that template. These will keep the original design. You should make sure to go back and update those campaigns individually if you would like the template or design elements changed.
Editing Rights and Access
All users except ‘Staff’ level users will be able to access email template management. For those with access looking to edit group or property email templates:
Go to CAMPAIGNS > EMAIL TEMPLATES.
From here you will be able to see any brand created templates that have already been created. These can be searched by template name using the search bar or sort by most recent, least recent, A-Z or Z-A.
You may also create a new template by selecting the blue CREATE TEMPLATE button on the right-hand side.
A note about template search and naming: two templates may not have the same name. This will generate an error message prompting the template to be renamed.
After clicking CREATE CAMPAIGN and selecting your campaign type, you will land on the template selection page
If you have not created any templates this area will be blank. To create templates, follow the campaign builder flow steps to create a campaign. From the “preview” section of the campaign builder, select the “save as template” button which will save the campaign as a template for future use/reference. Saving template designs allows you to be more efficient with your workflows and easily reuse existing email designs when creating future campaigns.
Hovering over a template will show a set of action icons and template information. From here you may:
- Select the template and this will lead you to the Design editor in the campaign flow.
- Preview will open a modal where the template can be viewed in more detail than the thumbnail view allows.
The template will also display the timestamp of the last update made and the name of the person that made the last edit.
PROPERTY LEVEL
Templates created at the property level can be edited and deleted from the property account. Templates shared from the group-level account will be labeled as such when hovered over and cannot be edited or deleted at the property level.
CREATING TEMPLATES
To create a new template select the blue CREATE TEMPLATE button in the Email Template management page.
- Select a design from the menu of options based on the campaign type.
- Name and edit the new template.
- Follow all usual steps in designing your email using the module editor.
- Preview the template for email providers in the Preview & Edit step of the campaign builder.
Once you are happy with your template, remember to save it so that it can be used for future campaigns.
To Create a template from an already published campaign, edit the campaign and, navigate to the preview page, then click the Create Template button.