Account Settings - Templates

Templates are reusable Email layouts or SMS content that can be saved and inserted into Automations or Blasts for ease of use later. 

Your account comes pre-loaded with the most common Email and SMS content types as Global Templates for you to use. Once a Global template is inserted you can adjust the content on a one-time basis but the changes made will not override the Global Template. 

You can sort by category using the dropdown selector here: 

To search templates type a keyword into the search bar and hit enter. These results rendered will show any templates that include the keyword(s) including template content. 

You do have the ability to create your own Email and SMS templates for your account. 

To create a new Template from scratch, click the purple plus button:

Give your Template a name and then select either SMS/MMS or Email.

Once you've selected, either the SMS Content Editor or Email Editor will open. From there you will build your email or text and save it to use later. 

To duplicate an existing Template click the double paper icon here:

Then rename the template so you can access it easily later (recommended not to use the 'copy' and label the template accordingly). Once you click 'OK' the duplicated template will open in the appropriate content editor based on the template type of Email or SMS.

From there you will edit the template and save your changes. The new template will then be available in either Automations or Blasts for when you are ready to build your campaigns.

If you have any questions or need assistance please reach out to success@patchretention.com