Templates

The Templates feature, found in the Marketing section, allows your team to develop text messages and email templates, making it easier to respond quickly to frequent questions about your products or services. Keep in mind that these templates are standardized across the entire CRM platform, and you can edit them through both the Email Marketing and Conversations sections. SMS and Email Templates In this area, you have the flexibility to create new templates or adjust ones you’ve previously developed. Leveraging both text and email templates helps automate routine communications, saving you valuable time. These templates are highly adaptable and can be integrated into various processes, such as workflows or conversations, offering a powerful way to improve communication efficiency. Note: Templates are consistent throughout the CRM system and can be updated within the Email Marketing or Conversations sections.

Learning how to transfer your email templates from Mailchimp to other marketing tools can be valuable if you plan to reuse those designs across different platforms. Below is a step-by-step guide to help you successfully import Mailchimp templates into another service. Step 1: Sign in to Your Mailchimp Account Start by logging into your Mailchimp account using your credentials. Step 2: Navigating to Templates Once you’re signed in, locate the "Templates" section on the left-hand menu. After clicking on it, a list of your existing email templates will appear. If you don’t have any templates, you can easily create a new one before proceeding. Step 3: Exporting Mailchimp Templates For Campaigns: Navigate to the "Campaigns" section within Mailchimp. Select the campaign you want to transfer. Click the “Edit” button, then choose "View Email" to display the email's content. Copy the URL from the address bar. For Templates: 1. Go to your new email marketing platform and initiate the creation of a new campaign. 2. Follow the steps to import the Mailchimp campaign by pasting the URL into the designated section. Step 4: Paste the URL Locate the text or URL input field in your email marketing platform and paste the URL you copied from Mailchimp. Step 5: Check the Template Preview Before moving forward, review how the template appears within the new platform. This preview allows you to confirm that the design is correctly displayed. Step 6: Finalize and Save the Template Once you are satisfied with how the template looks, click the "Create Template" button to finalize the import process. Keep in mind that the template will likely be in HTML format, so you may need to tweak the design to fit your new platform properly. Importing Templates from Other Services If you decide to import templates from another email marketing tool, such as ActiveCampaign, the process might differ. Always ensure you have the necessary permissions to use templates from external sources to avoid potential legal concerns. Frequently Asked Questions Do we need the ability to import Drag and Drop emails in Mailchimp? This is an experimental feature aimed at gathering user feedback. What should the template be named? Users will be asked to assign a name to the template after clicking the "Create Template" button.

As more people turn to their mobile devices to read emails, it's essential to ensure that your messages display effectively on smaller screens. This guide walks you through how to make your email templates mobile-responsive using a simple drag-and-drop editor. Step 1: Start by Creating or Opening Your Email Template First, launch your email marketing software and either create a new template or open an existing one. After you've added your content, you can begin the process of optimizing it for mobile devices. Step 2: Navigate to the "Appearance" Settings Once your email template is open, locate the “Appearance” section in your design editor. This area allows you to modify how your email will be presented, including the layout for mobile devices. Step 3: Select "Mobile Formatting" Options Within the "Appearance" menu, look for the "Mobile Formatting" tab or button. This section is specifically designed to let you adjust the mobile version of your email, offering customization options that improve its display on smaller screens. Step 4: Customize Mobile-Specific Styles In the "Mobile Formatting" settings, you can fine-tune various elements like text size, button placement, and spacing to ensure that everything looks polished on smartphones. Depending on the platform, the features might vary, but generally, you’ll be able to adjust fonts, colors, and alignment. Ensure that the toggle for mobile-specific adjustments is enabled so your changes apply only to mobile devices. Note: These changes are typically visible only on modern smartphones and tablets that support media queries. Step 5: Save the Updated Template After customizing your email for mobile, be sure to save the template. This ensures that the mobile-specific adjustments are properly applied and ready for your campaign. Step 6: Preview the Mobile Version To verify how your email will look on mobile, preview it within your email marketing platform. Many tools provide a mobile view option, which might be represented by an icon or accessible through a menu. Step 7: Perform Real-Device Testing To ensure everything displays correctly, send a test email to yourself or a colleague. Open the email on different smartphones and tablets, using various email clients, to confirm that the formatting and functionality meet your expectations. Following these steps will help you create visually appealing, easy-to-read emails that work seamlessly across all mobile devices.

To enhance email performance across devices, it’s important to customize the visibility of certain elements for mobile and desktop views. Follow this guide to optimize your email layout accordingly. 1. Open or Create an Email Template or Campaign Begin by either crafting a fresh email template or accessing an existing campaign that needs to be adjusted for different device displays. 2. Access the Email Editor Navigate to your email editor, where you'll have the tools to modify the content and layout. Each platform may have a different interface, so locate the editing section of your specific tool. 3. Identify the Element to Hide Find the section in your email—be it text, images, buttons, or another component—that you wish to hide from either desktop or mobile view. 4. Hover to Access the Action Menu Move your cursor over the element. This should reveal a menu or action bar that allows you to manipulate the element’s settings. 5. Select the Appropriate Visibility Option From the action menu, choose whether you want to hide the element on mobile, desktop, or both. For instance, if you want the element to disappear on mobile devices, simply select "Hide on Mobile." 6. Save Your Changes After making your selection, ensure you save the modifications. This step will update your email's layout based on the new visibility settings. 7. Preview and Test the Email To guarantee the email appears correctly on both mobile and desktop, preview the layout and send a test email. This step will help you verify the rendering across different devices and email clients.

SMS templates provide pre-set messages that simplify communication by saving time and maintaining uniformity in frequently sent texts. They are particularly beneficial for streamlining common messages, allowing quick dispatch without the need to manually compose each one. Accessing the Template Section: 1. Begin by navigating to the desired sub-account or location where you want to set up the SMS template. 2. Go to the "Marketing" tab, and then click on "Templates" located at the top of the page. 3. Press the green "Add Template" button and choose "Add Text Template" from the dropdown menu. Composing Your SMS Template: 1. Assign your template a name that clearly reflects its content. 2. Write your message in the text field provided. You can personalize the message by adding custom values or trigger links for more interactive communication. (For guidance on using trigger links, refer to the related how-to video.) 3. Optionally, you can enhance your message by attaching files or inserting links. Previewing and Testing Your Template: 1. A preview will appear on the right-hand side, showing how the message will look when sent. 2. To test the message, enter a phone number in the designated test field and click "Send Test." Saving Your Template: 1. After finalizing the content, click "Save" to store the template. Managing SMS Templates Editing and Deleting Templates: 1. Your saved templates are located under the "Templates" section. 2. To make changes to an existing template, click the "Edit" icon beside the desired template. 3. If you want to delete a template, simply click the "Delete" icon. Using SMS Templates in Conversations Inserting a Template into Conversations: 1. Navigate to the "Conversations" tab when responding to a message using an SMS template. 2. Click on the "SMS" option and select the "Insert Template" icon to access the template selection menu. Selecting and Applying a Template: 1. From the dropdown list, browse and select your preferred template. 2. Click on "Use Template" to automatically insert the chosen message into the conversation. Troubleshooting and FAQs Can't find your template? Ensure you're working within the correct sub-account or location, as templates are specific to where they were created. Need to test multiple templates? You can quickly test different templates by sending them to your own number or a test number to check how they appear upon receipt.