Before launching any campaigns or automations on the CDXP platform, we recommend that you take a moment to familiarize yourself with the topic of e-mail templates that you can use for sending.
Creating your own custom templates based on our suggestions will help you stay consistent in your e-mail design, get your brand recognized quickly by your audience, and save some time. With templates, you also don't have to build an e-mail from scratch every time you create a campaign or add an e-mail for automation.
Our library contains over 300 designed templates. It will give you an edge in creating the perfect e-mail for your campaign and reduce the time you spend creating e-mails.
We'll show you how to use the designed template to create three types of e-mails for your business, including:
E-mail invitation to an event (webinar, conference, online course, etc.)
Newsletter e-mail
Direct e-mail to contact
Table of contents:
Where is the template library and what's in it?
1. Go to the Campaigns tab on the left-hand menu, and then select Campaign Templates in the sidebar.
2. Click the Create a Template button in the upper right corner.
3. Choose a Classic Designer tab and click Continue.
4. A tab with the template library will open.
In the upper left corner (Basic Templates tab), you'll notice that the templates are grouped by intent, e.g. Give an Update, Request Action, Sell a Product. For example, if you are looking for a newsletter template, select Give an Update -> Weekly Newsletter template.
You can also search for templates in the top navigation: Layouts (where you'll find different column layouts for e-mails) and Designed Templates (where you'll find ready-made ideas).
Many templates already include the intent or occasion in the name, e.g. App Announcement.
Create an e-mail template with an event invitation
The first template that we will modify together concerns an event, e.g. webinar, online course, workshop, big sale, or opening a new store. In this example, we'll use the Sign Up for a Webinar. You can find this template in the Basic Templates tab or you can simply put its name in the search box.
Hover over the template and you'll see two options: Select and Preview.
Click Select. This action will create a copy of the template to be modified and will take you to the e-mail editor. We recommend changing the name of the new template to something that you will also need in the future, such as Webinar E-mail.
We start creating our own template. For your webinar e-mail, we recommend including the following:
company logo
the title of your event
description and graphics of the event
summary of event details (date, time, etc.)
registration invitation button
After editing the message, click Save & exit in the upper right corner.
Congratulations — your first template is ready! The next time you send an event campaign, you'll find the template you just created in your template library called Webinar E-mail. The only thing you need to do before sending the e-mail is to update the e-mail with the new information about the event before sending it.
Create a newsletter e-mail template
Newsletter-type e-mails usually contain news about products — the point is to keep your recipients informed about what is happening in your company. You can send these types of e-mails daily, weekly or monthly, depending on the needs and preferences of your contacts.
To create a template for your newsletter, select the Weekly Newsletter template from the library. You can find this template in the Basic Templates tab or you can simply put its name in the search box.
Click Select, change the template title at the very top and proceed to edit the template. When it comes to newsletters, pay attention to the two most important issues:
company logo at the top,
a concise message (it's worth using bullet points), appropriate graphics and CTA.
In the editor, you can use the duplicate content or remove the block feature to add or remove selected sections as needed. Whenever you need more or less than three sections, you can customize one template instead of creating separate ones.
After editing the message, click Save & exit in the upper right corner.
Congratulations — your newsletter template is ready!
Create an e-mail template direct to a contact
Finally, let's create an e-mail template that you'll send directly to a specific contact, for example, to respond to an inquiry or follow-up.
In the library, in the Designed Templates section, you'll find a template called Personal Email that's great for this occasion. If you cannot see it, simply put the template name in the search box.
For direct e-mail, a simple format is sufficient:
plain black text on a white background
e-mail content (text)
your footer at the bottom
After editing the message, click Save & exit in the upper right corner. Your third template is ready to use!
Save a sent e-mail as a template
If you have already started sending e-mails using QuarticOn CDXP and want to save some of them as templates, you can, of course, do so. How?
Remember! You can only save e-mails that have already been sent. Draft e-mails cannot be saved as templates. |
From the Campaigns tab
1. Go to the main Campaigns tab view.
2. Click on the arrow symbol to the right of the e-mail you want to save and select Save as a template.
3. From there, the system will automatically redirect you to the template library where you will see your e-mail saved as a template.
From the Automations tab
To save an e-mail as a template from the Automations tab, you must have built an automation that includes the Send an email action. |
1. Go to the Automations tab and then enter the automation with the selected e-mail.
2. Click on the action that sends the selected e-mail and in the modal window expand the arrow next to the Edit button.
3. Click Save as a template.
4. The system will redirect you to the e-mail editor where you can make the necessary changes. After editing the template, click the button Save & exit.
or
1. Go to the Automations tab, and then enter the automation with the selected e-mail.
2. Click View Emails.
3. A list of all e-mails currently used in the automation will appear. Click the arrow button to the right of the e-mail you want to save and select Save as a template.
4. The system will redirect you to the e-mail editor where you can make the necessary changes. After editing the template, click the button Save & exit.
Created and saved templates can be used in campaigns and automations.