The goal of email template management is to enable properties and groups to manage emails templates that are frequently used or updated to brand standards. This feature will be most highly utilized by a brand’s content manager or platform administrator and is available at the Group and Property level.
When creating an email campaign, you can access email templates at the start of the “Design” section of the campaign builder flow. They are located above the Revinate pre-designed templates.
All users except ‘Staff’ level users will be able to access email template management. For those with access looking to edit group or property email templates:
Go to CAMPAIGNS > EMAIL TEMPLATES.
From here you will be able to see any brand created templates that have already been created. These can be searched by template name using the search bar or sort by most recent, least recent, A-Z or Z-A. From here you may also create a new template by selecting the blue CREATE TEMPLATE button on the right-hand side.
A note about template search and naming: two templates may not have the same name. This will generate an error message prompting the template to be renamed.
If you have not created any templates this area will be blank. To create templates, follow the campaign builder flow steps to create a campaign. From the “preview” section of the campaign builder, select the “save as template” button which will save the campaign as a template for future use/reference. Saving template designs allows you to be more efficient with your workflows and easily reuse existing email designs when creating future campaigns.
Hovering over a template will show a set of action icons and template information. From here you may:
- Edit the template and this will lead you to the Design editor in the campaign flow.
- Preview will open a modal where the template can be viewed in more detail than the thumbnail view allows.
The template will also display the timestamp of the last update made and the name of the person that made the last edit.
A set of action icons at the top of the thumbnail are visible when hovering over the template thumbnail.
Create campaign
Once the “Create Campaign” button is clicked, this will move you into the campaign creation flow and you will land in the Campaign Setting page. This will skip the “Select Template” step and use the selected template in email editor directly.
Duplicate template
When the “Duplicate Template” button is clicked, the email editors will open with a duplicate version of the email. The default name for the duplicated template will be “COPY - [template name]”.
Delete
Group accounts can delete a template and the template will be removed from both the group account and all property accounts. Property accounts cannot delete/modify template shared by group.
GROUP LEVEL
At the group level, there will be the ability to share a template with all properties as well as multiple select templates.
Multiple select at group level:
When a user multi-selects one or more images by clicking the checkbox, the top sort/filter panel changes to the multi-select panel.
With multiple select a user is able to:
- Select all/deselect all
- Share with all properties
- Delete - deleting will prompt a confirmation modal before actually deleting.
PROPERTY LEVEL
Templates created at the property level can be edited and deleted from the property account. Templates shared from the group level account will be labeled as such when hovered over and cannot be edited or deleted at the property level.
CREATING TEMPLATES
To create a new template select the blue CREATE TEMPLATE button in the Email Template management page. Select from the drop-down menu the template category you wish to see. This will default to the Room Offer selection and will show.
- Select a design from the menu of options based o the campaign type.
- Name and edit the new template.
- Follow all usual steps in designing your email using the module editor.
- Preview the template for email providers in the Preview & Edit step of the campaign builder.
Once you are happy with your template, remember to save it so that it can be used for future campaigns.