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Save As Template option

it's very frustrating to have to search the board for a template as they can't be saved in any order, category or such. please can you add this?

21 Comments
MicheleT36
Regular Participant
It would be most helpful if you gave customers the ability to create a folder full of emails that will be reused. I have a couple of different departments using this site, but I'm the only one who will be designing the emails. The idea is to create an "arsenal" for each department to draw from so that they don't have to keep copying then sending an email. Ideally, they should be able to choose which email they want to send, title and send.
Hannah_M
Moderator
Status changed to: Voting Open
 
KenM278
Real Estate

There are some email I want to us each month such as: Notification of our monthly meetings. I don't want want to type it over each month only change the date and time. Why can't we set aside certain such as the DRAFT emails in one area so we can quickly find them instead of going through all prior email. This would be a great help.

Ariana_L
Employee
Status changed to: New
 
WendyCampbell
Frequent Participant

What would really take care of this request is making it possible to SAVE a 3GE email that has been customized as a real template. This was a new great - an unbelivably WOW! - feature unveiled on 2GE in mid-2016. It was a game-changer! So very cool and I started offerning this as a service to my customers - either building a CUstom Template for thme OR training them on how to do it. Then in about Augsut 3GE became a viable choice and I moved clients to that platform. It has been getting better and better! BUT it still does not have the ability to SAVE AS TEMPLATE like 2GE ... and it wasn't even mentioned as something they are working on in the 2017 Kickoff.  
PLEASE make it happen! 

Ariana_L
Employee
Status changed to: Voting Open
 
JoshH01437
Participant
I would really like the ability to save my templates so that I don't have to copy previously used emails. I want the main structure of the template to be preset and then each email will be customized for what it needs. I want to make sure that my emails don't "evolve" into something else overtime being a copy of a copy of a copy, etc. THANKS!
Ariana_L
Employee
Status changed to: Certified Great Idea
 
DaveB791
Participant

I wish there was a "page" that would contain template email blasts that I've created and branded to re-use. I have a template created, but I have to search in the campaigns list every time to make a copy of that template and start working on it. I wish there was an easier way.

WendyCampbell
Frequent Participant

DaveB791 - There is a simple workaround for this. Customize a template the way you want - but don't send it. Save it as a DRAFT, then go to your DRAFT folder and look for the one you need each week or month. To find it, go to Campaigns, and on the left side look for Status > Drafts and you'll easily find your templates. 

Make one for each use, e.g. Monthly Board Mtg., Program Promo, Monthly News, etc. Name them Monthly Board Mtg.-COPY, Program Promo-COPY, Monthly News-COPY, etc. to remind you to rename it and not edit that copy. 

 

 

TABC100
Occasional Participant
In the second generation editor, we were able to create multiple customized templates, which we could access under "create" then "saved templates". This wonderful function seems to have disappeared in third generation. PLEASE bring that back. At any time someone can accidentally send a what was meant to be kept as a draft, and then the template would be gone. With multiple users across an organization, this is a real problem!
JulieL34
Super Participant

I have not fully switched to the 3rd gen editor but seeing this discussion gives me one more reason to hold off.

 

Can someone tell me what it means for an idea to be certified great?

WendyCampbell
Frequent Participant

JulieL34 - don't avoid using the 3rd Gen Editor!! There are many more positive things you'll experience in 3GE than whatever reasons you are holding onto in 2GE! I have heard that saving templates in 3GE is now in Beta testing, so it may not be much longer. Use the workaround I described above and get started in 3GE! It is very easy to use and there are so many new features there... and it is a completely superior experience for your readers.  Remember the goal is to engage your readers, and 3GE will help you do that easier.

I agree - it would be nice to know what it means for CTCT to label something a Certified Great Idea!

AlexaT37
Regular Participant
It would be nice (less frustrating) and more time efficient, if we were able to send an e-mail that's already been sent to another group. As it stands, once I send an e-mail out to a group, I am not able to send that same e-mail to another group unless I make a copy of it and send the new copy. I am able to send that e-mail to anybody new that I add to the existing group. What ends up happening is people get added into other groups just so I can send them the same e-mail. Is there any way this can happen? Thank you, Alexa Tarby
Frankie_P
Moderator
Status changed to: Open Questions

Hi @AlexaT37  how does our current resend "to  contacts who have not received it before" feature or quicksend feature not fit your needs on this?

AlexaT37
Regular Participant

That works when I add new people to a group. It does not work if I have updated their e-mail address. 

 

It also would be very helpful we could keep a template and use it over and over. I have new people join my mailing list and I send them an initial e-mail. In order to do this, I need to make a copy of that e-mail each time. It would be so much simpler and cleaner if I could use that same e-mail over and over to send to new groups. 

Frankie_P
Moderator

Hi @AlexaT37 our quicksend feature does allow you to resend a previously email to an updated email address or even a new contact without creating a new copy of your campaign. Users are able to choose from the last 20 sent emails that are under 85 days old, you are however unable to update the subject line previously used.

AlexaT37
Regular Participant

That's good to know for resending to those who's e-mail addresses have been updated, or have shared with me that they didn't receive the e-mail (or see it). Can you enter the names of the contacts or do you need to enter their e-mail addresses? 

 

It would be nice to have a template that you can use regularly and update periodically without having to make a copy. That would be a very nice feature and make things extremely simple, organized, and save time. Please consider adding this feature.

 

Thanks,

 

Alexa

PrinceofPeace
Participant

I am thankful for all that Constant Contact has to offer so I don't want to complain but rather make a request that having a template be an option again. I know you can save a campaign under a folder but there is still a tab for "My Templates" and I can't even use it. I would love to be able to click "Create" and then 'My Template" and just go from there. Why was this feature taken away or changed? 

Caitlin_M
Administrator
Status changed to: New

Hi @PrinceofPeace. Thank you for bringing this to our attention! My Templates was a feature when accounts only had access to our Legacy editor. With the introduction of our new editor, the tab was not able to save templates created in different editors. At this time, you cannot add new templates to this tab but it is a feature request that has been brought to our attention. I will move this idea to a larger idea topic around saving templates created in the third-generation editor.

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