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How do I create a template?
Templates save time and increase efficiency by standardizing recurring messages and reducing the effort required for manual writing. They also ensure consistency and professionalism in communication, as all emails have a uniform layout and structure.
In promio.connect, you can use master templates to create your messages and save templates that you have used in a campaign.
Master templates
Under Content → Master templates, you can create new master templates and view the list of existing master templates.
You can create a new master template using the button at the bottom right.
Name your master template and choose between the following formats:
* HTML email
* Text email
* Voice
* Web-push
* App push
* SMS
* Print
Now you can
* enter a source code
* test the layout without saving
* create a personalized preview
* validate the structure
* reset changes
* save
* save and exit the editing mask
Do you need a master template for your campaigns? Feel free to contact our support team via a ticket!
Templates
Under Content → Templates, you can view the list of templates that have already been saved.
Save template
If you create a campaign via Delivery → Drafts and set up a creative there, you can save it as a template:
When setting up a campaign, you create a message by selecting a master template and then a creative template.
You can find detailed instructions on setting up a campaign in the article “How do I set up a campaign?”.
You can find details on creating a creative with the email builder in the article “How do I create an email with the email builder?”.
Individual explanations of your own templates can be stored in a client-specific wiki. The client needs a license for this. If you are interested, please contact our support.
