So, been banging my head...
Seems to me that I should be able to navigate to my Custom Templates, edit a custom template and save it for use in future email sends. Right now, it looks like I have to choose a prior custom template, create an email using it, make the changes to that email, send it to whoever (mom, etc), and THEN after it sends I have the option to save that email as a new Custom Template? Please tell me the process isn't that torturous!
Much thanks to anyone who has figured it out...
Solved! Go to Solution.
I'm sorry to hear of your frustrations but you are correct in that the only way to utilize the Save as Template function is to access it from the Actions button within a sent campaign:
If it is a template that you regularly edit I recommend simply saving it as a draft -- that way you can edit it as often as necessary and just make a copy of it each time you need it for future use. Hope this helps!
Thanks for this. Seems like the Templates aren't really templates in that respect.
Also, getting to the templates is pretty hidden, seems the only way to navigate to them is to start a new email.
Just observations for your programming team, thanks!
No html template is really a template because you can always change the code. But if you use this method, you will keep your code much cleaner, which will prevent it from starting to have glitches for your customers.
Is this still possible? I was trying to save a sent email as a template, and I am not seeing the option anymore. Saving "templates" in our draft folder to be copied and made into new emails is messy and annoying. I'd like to have My Templates available and easier to use, edit, and access.
The option to save one of your emails as a template is currently only available on our older editor. I have taken a look at your account and I see that you are currently using our 3rd Generation Editor. I apologize for the inconvenience. I will pass along your feedback to our product development team. In the meantime we suggest adding your draft template to a folder on your campaigns page. Click Here for some more information on using campaign folders.
Have a great rest of your day!
There's a workaround... Open the custom email in a plain text editor as a .txt doc. Then copy and paste it into the CC's Advanced Editor and save it with the name "Template." You'll have to type over the prior articles, but you'll have a template.
If you start from that template and create a copy each time to start you new campaign, you'll keep a nice, cleanly coded original to work from.
Thanks for reaching out about this and we're sorry for any confusion. All of our email templates are readily available and readily editable! When selecting a new email template, or copying a sent email campaign the result is a brand new draft for you to edit. As Evan previously mentioned the option to save an email campaign as a template isn't currently available in our new Third Generation Editor. However, we are collecting customer feedback about this for our programmers and I've submitted yours.
Is it true that there is no way to open a template, makes changes to it and save it?
If there is a way to do this, please provide the steps.