Create And Save Custom Templates

Modified on Thu, 6 Apr, 2023 at 7:09 AM

The key to a successful email campaign is high-quality content. Your email campaign will be a tremendous success if the appropriate content and responsive designs are used. With an intuitive drag & drop template editor, NotifyVisitors Marketing Automation makes it simple to create stunning campaigns whether you're an expert or not. You can have a template that best suits your needs by designing a custom design template for campaigns and automation. In this article we will look into:


 How To Create And Save A Custom Template

 How To Use A Saved Custom Template In Email Campaigns

 How To Edit, Duplicate And Delete Custom Templates


How To Create And Save A Custom Template

To create a custom template:


 Navigate to NotifyVisitors Dashboard > Campaigns.

 Select Email Template and click on create Email Template.

 Select the Drag & Drop Editor and click on Create Design.

 Now, use Drag & Drop tools from the contents to create a custom design.



Click on Save and enter the template name.

Your custom designed template is saved and will be listed together under the Email Template head.



You are free to create and save as many custom Templates for your email campaign as per your branding needs. The saved templates can be utilized for future campaigns.


How To Use A Saved Custom Template In Email Campaigns

To use a saved custom template:


 Navigate to NotifyVisitors Dashboard > Campaigns.

 Click on email campaign.

 Enter campaign information and continue to content.

 Enter campaign content and choose the Drag and Drop Editor to Design Email.

 Now, click on My Templates.



Choose the required template from the pre-existing template and continue creating the email campaign.



How To Edit, Duplicate And Delete A Custom Template

You are free to edit, duplicate and delete the custom template from the list of email templates.


To edit a custom template:


 Just click on the edit action of the template you want to edit.

 The model of the chosen editor for the custom template shall appear and you can  make the new changes to the template.

 Click on save after editing the custom template.


To duplicate a custom template:


 Click on the Duplicate option of the template you want to create a copy of.



 Enter the template name for Duplicate Email Template and click on create.

 The new duplicate email template shall appear in the list of custom templates. 


To delete a custom template:


 Click on delete action of the custom template you want to remove.

 Just click on the delete option.



Thus, email templates save a lot of time spent in designing and give a personalized feature to an email campaign.

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