How to Use Templates in TouchConvert

Are you looking to make your life easier by creating templates for your email and drip campaigns? Perhaps you use the same signature in every email or your monthly newsletter follows the same design. Using templates save tons of time. This how to guide will take you through how yo make an email template, how to load an email template and how to view all of your email templates in TouchConvert.

To start, what is an email template? It is a reusable HTML file that is used to build an email campaign. So, why should you use email templates? Because it saves you a ton of time! If you are constantly using the same signature or photos in your emails, just save it as a template then you're able to revisit it time and time again.

how to create a new email template

Templating your Emails

Once you create an email you're satisfied with, you can make a template out of your emails by clicking the template icon.

Making the Template

When you click the template button you can either View a template and load it to the screen or you can make a template out of the email you are creating. In this case we'll create a template by clicking "Make This A Template"

Giving the Template a Name

Once you click to make a template you can give the template a name and then click "Save".

Template is Saved

You will get a notice from the Notice Bar at the top that your template was saved.

Now that you know how to save a template, how do you acces an email template after it has been created?

How to use an existing email template

Loading a Email Template

In the future, if you'd like to revisit a template you've already created you'll need to click on the "template" button.

View All Templates

Now click on 'View Templates' to view the templates that you can use.

Template List

Here we can see few templates we can load. One of them was the Valentines template. We'll click on that one to preview it.

Previewing a Email Template

Here we can see the preview of the template we created earlier. I can do the following...

Click on "Use This" and this will load the template into my editor. Note this will remove anything that is currently in the editor. So make sure you are ok with that.
I can trash this template by clicking on the tras can.
I can also collapse this template and look at other templates by clicking on this arrow.

TouchConvert

There you have it. That is how you create an email campaign template in TouchConvert and how you use an exisitng email template in TC.

Did you run into any issues? Still not sure how to use templates? Need a TouchConvert team member to build a template for you? Let us know by emailing our help desk. Click here.

Posted by Olivia Justice in How To, Email Campaigns, Templates

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