Create and Save Message Templates

Within Communications, you can create Templates that can be applied to general messages, built in notifications, and text messages.

Creating A Template

To get started, head over to Templates within Communications where you can find Email and Text templates. The built-in templates created by the system are already displayed, but you can build your own by clicking on 'Create.'

Then you can edit your templates:

1. Enter a Name and a Description (the description is for internal use and only visible to you).

2. Enter a Subject Title (e.g., Newsletter Template or Final Call Template).

3. Add builder blocks like Texts, Buttons, and Images and start designing.

4. Save As Template when finished with your design.

Available Design Elements:

• Text Sections: Add headings of various sizes, standard paragraphs, and stylized quotes.

• Media: Insert standard images or upload GIFs as images to make your emails feel more animated and dynamic.

• Action Items: Add clickable buttons to drive user engagement.

• Attachments: Attach files directly to your template.

Pro Tip: We recommend building your initial design directly inside the standard Email Messages composer. Creating it there allows you to easily send a live preview to yourself. Once it looks perfect, you can simply click Save as Template right from the email composer!

Applying Templates to Your Communications

Once your templates are saved, you can easily load them into your active projects.

• Newsletters and One-Off Emails: If you are writing a newsletter, simply use Select a Template to pull from your existing designs.
• Automations: If you are setting up an automation (e.g., a "New Subscriber Welcome Sequence") and want your branding to remain consistent, open the email step in your automation sequence and choose your pre-designed template from the template menu.

Note: The system will always ask you to confirm if you want to replace the current email content. This safety feature ensures you don't accidentally lose any text you've already written.

Notification Email Templates

Notification templates (used for event registrations, etc.) work slightly differently than standard marketing emails.

The Rich Text Editor

When creating or editing a notification template, the system uses a Rich Text Editor rather than the Section Editor. This simpler formatting style is intentional, as it ensures critical notification emails display optimally across all email providers.

Attaching Templates to Schedule Events

You can assign specific notification templates to different events on your schedule.

To apply a template to an event:

1. Go to your Schedule and either click Edit on an existing event or click Add New Event.

2. Scroll down to the Registration Notification Settings.

3. Select your desired notification template from the dropdown menu.

Shortcut: You can also design a brand new email directly within the Schedule event settings, send yourself a preview, and save it as a template right from that screen for future events.

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