Exploring email templates

Exploring email templates

Zoho MarketingHub has the Email Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort.

You can also retrieve saved templates from this section and send email campaigns.


Privileges associated with email templates

To perform different operations related to email templates, you should have the corresponding privileges in the Library module.


How do I save a template to the library?

Once you're done designing your template according to your needs and requirements,

Click the More dropdown in the top right corner of the editor.  Select Save to Library.




How do I create a template from the Library?

Aside from just saving your template, you can also create a template from the Library.

To create a template from the Library,

  1. From the Navigation toolbar, choose Library and select Email templates .
            

      2.  Click Create new in the top-right corner of the page.
      3.  From the dropdown menu, select the type of template you would like to create.

         

      4.  Choose the template layout you want to use.

        

        5.  Select Save as template to save the template in the Library, otherwise select Create campaign to create a campaign using that template.

            

    • If you select Save as template, design the template according to your requirement and click Save and close.

    • If you select Create campaign, you can just go ahead with the usual campaign creation flow.

What actions can be performed on the saved templates?

When you mouse over the thumbnail of a template stored in the library, you can see the following icons:

          

  1. Preview - Display a preview of the template.

  2. Clone - Clone the template.

  3. Create campaign - Create a campaign using the template.

  4. Edit - Edit the template.

  5. Delete - Delete the template.

How do I move a template to a folder?

  1. Mouse over the template and check it.

  2. Select the destination folder in the Move to folder dropdown or select Create new folder to move the template to a new folder.

  3. Click Go ahead .

               

  • You cannot modify another user's template. You can clone their template and then make changes as required.

  • Besides these actions, you can also group templates into folders for easy access.

  • Saved templates can be displayed in either a card view or a list view.


Do more in Library
To add images in Library, click here 

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