How do I create a template?

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To create a template:

  1. In the main menu, click the Template Library link
  2. Click the Create Template button and select the type of template you want to create from the drop-down (email, landing page, or lead gen form)
  3. Enter the Template name, select a category and add tags, and click the Create button
  4. You will be directed to theEmail/Landing Page/Lead Gen Form Designer where you can start creating your template
  5. When you’re finished creating your template click the Save button at the top of the Designer
  6. Review your template name, category and tags. You can change or edit these if you want.
  7. Click the Save button
  8. Your template will be saved to the Template Library

 You can also create a new template by editing an existing template:

  1. In the main menu, click the Template Library link
  2. Locate the template you want to edit
  3. Click the three dots at the top right of the template and select Edit from the drop-down
  4. In the Designer, make your edits to the template
  5. Click the Save As button at the top of the Designer
  6. Enter the Template name, select a category and add tags, and click the Create button
  7. Your new template will now be saved to the Template Library
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