# Email Templates

{% embed url="<https://player.vimeo.com/video/848206933>" %}

### Email Template <a href="#email-template" id="email-template"></a>

In this section, you will get a detailed walk-through of all the features available in your CRM to create your email template.

This is the homepage of your email template. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-0d0434355d8f2ae43eb3eeae5d14c8656ec798dc%2FMarketing-Email_template.png?alt=media" alt=""><figcaption><p>Email template overview</p></figcaption></figure>

#### Email Template List <a href="#email-template-list" id="email-template-list"></a>

Once you start creating email templates, they will be organized into a list like this. This list will be sorted by 'Activity', showing the most recently edited email template at the top of the list.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-fa2a9bbc87c66d39446a406442ac2d052cae5439%2FMarketing-Email_template_1.png?alt=media" alt=""><figcaption><p>Email template list</p></figcaption></figure>

#### Preview <a href="#preview" id="preview"></a>

You can preview your already created templates here.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-d22d3236fa01585864f29b039702bfc9f48d9e36%2FMarketing-Email_template_2.png?alt=media" alt=""><figcaption><p>Preview template</p></figcaption></figure>

#### Editing Email Templates <a href="#editing-email-templates" id="editing-email-templates"></a>

To edit an already created email template, simply click this button and you will be taken to the email builder where you can edit and save your template.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-8bf053ba2ac0470b3e7df2c60350b357cbe8f36f%2FMarketing-Email_template_3.png?alt=media" alt=""><figcaption><p>Click to edit email template</p></figcaption></figure>

#### Duplicating Email Templates <a href="#duplicating-email-templates" id="duplicating-email-templates"></a>

In order to save time, you can simply duplicate already created email templates. That way, you won't need to rebuild every element in the email such as the logos and signature, you would only need to edit the sections that need to change.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-37728ed491bbb90c9a8730972f08d62fb0f3409d%2FMarketing-Email_template_4.png?alt=media" alt=""><figcaption><p>Click to duplicate the email template</p></figcaption></figure>

#### More Email Action Buttons <a href="#more-email-action-buttons" id="more-email-action-buttons"></a>

When you click the 'Actions' button, you will be presented with a list of other actions that you can perform to any given email template such as;

* Previewing the template in a web browser
* Sharing the email across other locations in your CRM.
* Moving that template to a folder
* Email statistics
* Archiving the template
* Deleting the email template.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-993f58d8ea232e061b5e64b5ac355b592487b863%2FMarketing-Email_template_5.png?alt=media" alt=""><figcaption><p>Action menu</p></figcaption></figure>

#### Active/Archive Filter <a href="#active-archive-filter" id="active-archive-filter"></a>

You can filter from the list by selecting to view either active campaigns or archive the ones.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-129b73a6005095623a653f0a6f7de8ebc3d9b94b%2FMarketing-Email_template_6.png?alt=media" alt=""><figcaption><p>Filter by active or archive templates</p></figcaption></figure>

#### Email Template Search Bar <a href="#email-template-search-bar" id="email-template-search-bar"></a>

If you have a long list of email templates and you want to find a specific one to edit or manage, you can simply use the search bar and start typing the name of the email template!

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-04c51c51153d98dd44444e68c353041742ac49e0%2FMarketing-Email_template_7.png?alt=media" alt=""><figcaption><p>Search your template here</p></figcaption></figure>

#### Creating Folders <a href="#creating-folders" id="creating-folders"></a>

If you want better organization, creating folders is the way to go! You can keep email templates in specific folders related to marketing campaigns, product/service-specific emails, and more! Just click this button and name your folder to start!

<div><figure><img src="https://953459931-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2RjsAyiXnDibDuY7JKcM%2Fuploads%2FuwIhEAZym0rOcKLaOciP%2Fspaces_z59Vqr25L1jt6xe60FDS_uploads_git-blob-f12de7105c3f2c1e3c7bb5857027d14522398eea_Marketing-Email_template_8.webp?alt=media&#x26;token=389fb32e-417d-4898-a98c-b0d7e3f3370f" alt=""><figcaption><p>Click to create folder</p></figcaption></figure> <figure><img src="https://953459931-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2RjsAyiXnDibDuY7JKcM%2Fuploads%2FXJvMVd6ZrN0pF87tFOC1%2Fspaces_z59Vqr25L1jt6xe60FDS_uploads_git-blob-4cba23b4734867e33aba605504a249120cf6b85b_Marketing-Email_template_10.webp?alt=media&#x26;token=2a20dea4-63b0-4f20-a6e8-cdbfbf210a76" alt=""><figcaption><p>Name the folder</p></figcaption></figure></div>

### Creating New Email Templates <a href="#creating-new-email-templates" id="creating-new-email-templates"></a>

When you are ready to create a new email template, simply click this button. You can decide to either;

* **Create from Existing Campaign**
* **Choose from Gallery** Choose from a world of templates
* **Blank Template** Design a new blank email from scratch
* **Import Email** Import Email from an external source

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-bfa86f9108731547525be82c980941e5ecec60d2%2FMarketing-Email_template_11.png?alt=media" alt=""><figcaption><p>Create email template</p></figcaption></figure>

#### **Create from Existing Campaign** <a href="#create-from-existing-campaign" id="create-from-existing-campaign"></a>

This allows you to pick an email template from an existing campaign that has been sent or scheduled. All you have to do is duplicate the template and edit it to fit the new messaging.

**Search Box**

Here you can click on the search box to select an email campaign.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-b2ad9ac2337170ec9f439182a92f972989b6d87c%2FMarketing-Email_template_11%20(1).png?alt=media" alt=""><figcaption><p>Create from existing campaign</p></figcaption></figure>

**Open Template Builder When Done**

If you want to edit the template you duplicated email template, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don't want to edit.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-555e098da3bfd7e06e5f2d75a76942cc0e45713a%2FEmail%20template%20-%20exising2.png?alt=media" alt=""><figcaption><p>Toggle on to enable edits of the duplicated template</p></figcaption></figure>

#### **Choose from Gallery** <a href="#choose-from-gallery" id="choose-from-gallery"></a>

This allows you to choose from a wide range of templates aka "Template World". [Click here to learn more about how to build gallery templates.](https://github.com/chathqio/ghl-kb-standard-content/blob/customer-content/marketing/email-builder/email-templates/broken-reference/README.md)​

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-609a2dd844e1613a3768ddb0e3aff05a245a4bd6%2FEmail%20template%20-%20Gallery.png?alt=media" alt=""><figcaption><p>Choose from gallery</p></figcaption></figure>

#### **Blank Template** <a href="#blank-template" id="blank-template"></a>

Using a blank template allows you to create your email template from scratch especially when you want to customize a template

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-24a5bb629136a3f84f64cfd1cffe64b438b58191%2FEmail%20template%20-%20Blank.png?alt=media" alt=""><figcaption><p>Choose blank template to edit from scratch</p></figcaption></figure>

**Select Your Editing Experience**

Choose to build using our visual drag-and-drop design editor or powerful code editor

**Design Editor**

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-23fcdcf8f50adf83a3b571c486a25520ce05acb6%2FEmail%20template%20-%20Design.png?alt=media" alt=""><figcaption><p>Edit your template here</p></figcaption></figure>

When you choose the "Design Editor", it allows you to drag and drop the elements into the workspace.

**Code Editor**

This is what the coding looks like when creating a template using "Coding Editor"

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-bc626de704bbd217f73af5105cf199ae0014c9ad%2FEmail%20template%20-%20Code.png?alt=media" alt=""><figcaption><p>Code editor page</p></figcaption></figure>

#### **Import Email** <a href="#import-email" id="import-email"></a>

You can import your email from an external source like Mailchimp or Active Campaign.

**Import From**

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-97eebf6cb25e46b0cfae98766dd5fd101d22b7cd%2F1.1%20Import%20Email%20Dropdown%20menu.png?alt=media" alt=""><figcaption><p>Import from Mailchimp</p></figcaption></figure>

Here you can click on the search box to select the external sources available. For instance, Mailchimp;

How to import an email from Mailchimp:

1. In Mailchimp, navigate to the Campaign you’d like to import
2. Click the Dropdown after the action of Edit/View Report > View Email then copy the campaign URL
3. Paste the copied URL into the URL field below

{% hint style="info" %}
**Note:** Only Campaigns are able to be imported. If you’d like to import a MailChimp Template, you must first convert it to a Campaign.
{% endhint %}

**URL**

You can copy the URL to a campaign here

{% hint style="info" %}
NOTE: This will create the code editor-based HTML-type email template
{% endhint %}

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-4582f1d0aa967c89b881087da16fd4cb57d1f56e%2FEmail%20template%20-%20Import.png?alt=media" alt=""><figcaption><p>Paste the copied URL here</p></figcaption></figure>

**Open Template Builder When Done**

If you want to edit the template you are importing, you can toggle this on which will enable you to access the template builder or you can as well turn it off if you don't want to edit.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-106ce70ddbaabed514e32540d613708ba66c3360%2FEmail%20template%20-%20impoort%203.png?alt=media" alt=""><figcaption><p>Toggle on to enable edits of the duplicated template</p></figcaption></figure>

#### How to import Email Template(s) from Active Campaign <a href="#how-to-import-email-template-s-from-active-campaign" id="how-to-import-email-template-s-from-active-campaign"></a>

In order to import an email template from Active Campaign, please log in to your Active Campaign account.

1. **Click "Campaigns" > "Campaign Templates"** on the left menu.
2. The Manage Templates page will load and list your custom templates. **Locate** the template you want to share.
3. Hover your mouse over the template and **click the gear icon** that appears.
4. **Click the "Share" option**.
5. A "**Share this template**" modal will appear and display your share link. **Click the link icon** to copy the link.
6. **Click the "X"** to close the window.

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-74948154daf8a89bd27ac27729f48eb20b2fe7b8%2F1.2%20Import%20Email%20Dropdown%20menu.png?alt=media" alt=""><figcaption><p>Import from Active campaign</p></figcaption></figure>

1\. Copy and paste the URL for Active Campaign - Campaign Template/ Campaign

2\. Check the preview of the Active Campaign Campaign

3\. Click Create Template to Import the Active Campaign Email

<figure><img src="https://3652255517-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz59Vqr25L1jt6xe60FDS%2Fuploads%2Fgit-blob-86ba8b823ecb86c21d2072fd594b6896b05d9c3d%2FMarketing-Email_template_13.png?alt=media" alt=""><figcaption><p>Paste the copied URL here</p></figcaption></figure>
