How to manage your email templates

 

Overview

The Email Templates tab is accessible from your left-hand navigation under Asset Management. This is where you can create and organize all of your templates before you build an email campaign.

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AdRoll provides you with a robust library of default, prepopulated templates. This way, you do not need to spend extra time building templates from scratch. These default templates can be found under the Themes tab in your Email Template Library.

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Create a Template

There are two ways to create new templates. The first is by clicking the Create Template button in the upper right corner within the Email Templates tab.

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  1. Then, select the type of template you would like to start with. This can be a Branded Template, Themed Template, or via the Code Editor where you can add HTML.

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  2. Once you select a template to start from, the template editor will open. Here you can Rename the template to match your organizational needs.

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  3. When you make any edits to the template name or the content within your template, your changes will AutoSave. At this point, your newly customized template is added to your Template Library under the My Templates tab.

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  4. From within the template editor, you can also Save As. This will create a new, duplicate template that you can give a unique name.

The second way to create a template is from under the Themes tab.

  1. Hover over any default template.
  2. Upon hover, you will see an option to Preview or Use Theme. Select to Use Theme.
  3. The email template editor will open.

Note: the default templates provided for you under the Themes tab are not editable. Any time you use them to create a template, it will be automatically saved to your My Templates tab.

Edit a Template

To edit any of your existing customized templates:

  1. Simply navigate to the My Templates tab within your Email Template Library.
  2. Find the template you would like to edit. To find a template faster, you can also search for the name of that template.

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  3. When you find the template you would like to edit, click the ellipsis next to the template name. In the dropdown select Edit.

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    Rename a Template

    To rename any of your customized templates:

    1. Navigate to the My Templates tab within your Email Template Library.
    2. Find the template you would like to rename. Click the ellipsis next to the template name. In the dropdown select Rename.

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    3. A Modal will open. Give the template a new name, and click Rename Template to save that name.

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      Duplicate a Template

      To duplicate any of your customized templates:

      1. Navigate to the My Templates tab within your Email Template Library.
      2. Find the template you would like to rename. Click the ellipsis next to the template name. In the dropdown select Duplicate.

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      3. A modal will open to confirm you would like to make a copy of the template. Click the Duplicate Template button to confirm this action.

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      4. A copy of the template you duplicated will display under your My Templates tab.

        Archive a Template

        Archiving templates allows you to focus your time on the most relevant templates for your current campaign goals. To Archive any of your customized templates:

        1. Navigate to the My Templates tab within your Email Template Library.
        2. Find the template you would like to rename. Click the ellipsis next to the template name. In the dropdown select Archive.

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        3. A modal will appear. Confirm you would like to Archive your template.

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        4. Once your template is archived, it will display under the Archive tab in your Template Library. If a template becomes relevant again, you can Unarchive it by hovering over the template in your archive, and selecting Unarchive.

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        5. When your template is Unarchived, it will be moved back into your My Templates tab.
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