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Manage Templates

An email template is a pre-designed and pre-formatted structure for composing and sending emails. These templates streamline the email creation process by providing a consistent layout and design, ensuring brand consistency, and saving time for the sender. They can be reused for standard communication.

Navigate to Template: Click on "Cadence -> Template" in the navbar for easy access.

Search Template: Begin typing the template name, and relevant search results will appear as you type, allowing for easy and efficient template selection.

Create Template: There are three ways to create a template.

1. Rich Text Editor: Utilize the rich text editor for enhanced formatting and styling options by providing all the following essential information.

  • Template Name: Input the template name.
  • Template Subject: Write the subject of your email. You can use mapwords like FirstName, LastName, CompanyName, or Title.
  • Template Content: Draft your email content using editor or DraftSuggest, AI tools for email generation. Utilize mapwords, insert links, or add images. Explore the available options on the editor.

2. Drop & Drag Editor: The drag-and-drop editor simplifies template creation with pre-built components like text blocks, images, tables, and buttons. Users can effortlessly customize designs by dragging and dropping these elements onto the canvas, ensuring professional-looking content without intricate design skills. Providing the following information.

  • Template Name: Input the template name.
  • Template Subject: Write the subject of your email. You can use mapwords like FirstName, LastName, CompanyName, or Title.
  • Template Content: Craft your email content effortlessly using the drag-and-drop editor. Explore the diverse options provided by the editor for a dynamic and visually appealing template.

3. Import Template Zip: Importing a ZIP file for templates streamlines the process by allowing users to upload pre-designed email structures, saving time and ensuring consistency in email layouts. Importing a ZIP file for templates involves compressing HTML, CSS, and image files into a folder. Ensure the file is valid, well-formatted, and within the specified size limit for seamless uploading.

  • Ensure your zip file meets the following criteria:
  1. Include one .html file.
  2. Images should be in web-safe formats (png, gif, or jpg).
  3. Include your CSS file(s).
  4. Include '#' in the link src to view the email online.
  5. Ensure your HTML is well-formatted.
  6. The zip file size should be less than 1MB.

Test Email: Use this button to send a test email to verify its appearance and functionality before sending it to recipients. You can test the email using your account ID or add another recipient's ID for testing.

Discard: Choose to discard the draft.

Save: Save your email to preserve changes.