What is an email template?
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It is possible to transfer a broadcast email template to an EMA (Email Marketing Automation) template with a bit of manual copy and pasting. There is a caveat that this process does not move across any tracking links and you you will need to add links within the EMA itself to ensure your clicks are tracked. Please refer to the video below which walks you through this process.
Copying the marketing tools email template HTML
Go to Marketing Tools > Broadcasts > Create Broadcast
Create a message using the template you’d like to copy into an automation and save it
Navigate to the Testing tab for the broadcast campaign
Select the 🔍 to preview the template in your browser
In the browser preview, right click and ‘view source’ to see the HTML
Copy the HTML
Pasting the HTML into Marketing Automation templates
Go to Marketing Tools > Marketing Automations
Edit or create a marketing automation journey
Add or edit an email in the automation journey
Select the Load from Library button
Select the New Template button
Select the Advanced HTML editor taband paste in the HTML
Name the template and select Save
Template FAQs
How many templates can I have?
You can have as many templates as you wish, however do note that our marketing tools allow enormous flexibility for displaying different types of custom blocks within your broadcast. So rather than having different templates for different types of email, why not just let the custom blocks do the work? The more templates you have, the more you might have to update in future, for example if you wanted to change your organisation’s address in a footer, or updating the unsubscribe information.
How do I get a brand new template built?
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