How to create an email template

Getsitecontrol allows you to create emails and send them to your contacts as a part of automated workflows or broadcasts.

In this guide, you’ll learn how to create, save, and reuse email templates.

Create a template

To create an email for an automation, go to the Automations section and open the necessary automation. Next, click +Add action and proceed to Send email:

Creating an email for an automation

To create an email broadcast, go to the Broadcasts section of the dashboard and click the + Create broadcast button:

Creating an email for a broadcast

Once your email is ready, you can save it as a template directly from the email editor. Click the Save template button in the top-left corner:

Saving the email as a template

At this point, you can create a new template, in which case you’ll enter a name for it, or you can replace an existing template by selecting it from the list of your templates.

Reuse a template

You can use previously saved templates when creating emails for broadcasts or automations.

From the broadcast or automation initial screen, go to My templates and proceed to select the necessary template from your personal gallery:

Choosing a previously created template for a new email

You can use the template as is or tailor it for your current campaign.

If you encounter any difficulties with email templates or anything else, do not hesitate to contact our Tech Support team.

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