How to Create and Use Email Templates
Guide on How to Create and Use Email Templates on ClosersHQ Email Campaigns
A Template is an email copy or an email sequence blueprint that can be created, saved, and used when needed. The major function of a template is reusability. This guide will go over how to create and use templates. Templates can be divided into Flow Templates and Email Templates.
To create an email template, head over to 'Campaigns', then click 'Templates':
How to Create an Email Template
Here, you can choose to create a 'Flow' or 'Email' Template. Select one, then click 'Create New Template' as shown below:
Creating a New Template
A Flow Template consists of different email steps separated by delays and conditionals if necessary. It is a combination, in a logical sequence, of the initial email and subsequent follow-up emails that can be used to create a campaign.
To create a Flow Template, enter the template's name and description, create your email sequence, then save and exit. A typical flow template will look like this:
Campaign Flow Template
The process of creating an Email Template is similar. A typical email template will look like this:
i) How to Use Flow Templates:
You can use flow templates when creating new campaigns. To use a flow template, head to Campaigns and click 'Create new campaign'.
Enter the campaign name, select a mailing list, and click next.
On the next page, you can see all flow templates in your account, and you can preview and use them:
Flow Template Preview
Click to preview the flow you want to use, then click 'Use template' as seen below:
Flow Template Usage
You can then edit the template to meet the needs of your current campaign and then launch.
ii) How to Use Email Templates:
Email templates can be imported at the email step level when creating campaigns:
Adding an Email Step before Adding Email Template
To use an email template, get into an email step, then click the email template importation icon, as shown below:
How to Import Email Template
In the opened window, you will see all previously saved email templates. Select the appropriate one to use by clicking on 'import':
Email Template Importation
Once you click 'import', you can preview the email copy and click 'Import template' if it's the copy you need:
The template will now be available in your email copy, where you can edit and launch your campaign:
Imported Email Template
If you experience any troubles, don't hesitate to contact us on chat support or email us at [email protected]