Email Template Library

Written By Lu Benavides (Collaborator)

Updated at August 8th, 2024

Email marketing is a strong tool that helps you reach your audience and connect with people interested in your brand so you can convert them into sales. It also gives you insight into how your clients are interacting with your brand and what kind of email is working the best.

Despite the numerous benefits, creating emails can often be a tedious, time-consuming, and complex process. Outsourcing this task can also incur significant costs. Therefore, we recommend utilizing your premade email templates to streamline the process and reduce expenses.

Your Email Templates are completely customizable and easy to access inside your account. To access the templates head over to your Email Templates inside the Marketing section of your system. 

Click on New and select Email Marketing Templates, there you will have access to your Email Template Library where you can find all templates available to you.

 

Filtering the Results

You can browse templates in different categories. All Templates will have all available results, My Templates shows you only templates you've created or uploaded, Shared With Me will be for any templates other people share with you, and System Template will be the default templates available to everyone inside the CRM.

 

Sorting the Templates

With categories, you can look for results more relevant to your business or current campaign, you can add tags in addition to them to get as specific as you need.

 

You can change how the results are sorted by opening the drop-down menu at the top right corner.

 

Using the Templates

Once you find a template that you like click on it to access the extended preview, doing so will also give you extra information on the template itself and the tags added to it.

If you decide you want to use this template simply click on Continue, this will download the template in the system so you can start using it. The download will take a few seconds and then the email editor will open up for you to customize and use your template. 

✍️Note: If the creation process was initiated within a folder, the template will be saved in that specific folder. Otherwise, it will appear in the general list of templates.

By leveraging these templates, you can simplify your email marketing process, enhance efficiency, and focus more on engaging with your audience and driving sales.