Template Overview
Templates can be used to create Email Campaigns from Web Forms, or from Account List Queries.
Web Forms can be created, then hosted, when the Web Form is then filled in, it will generate an Email Campaign for that Account.
Alternatively, as an example, you could run an Account List Query at 5pm every Friday to add to an Email Campaign.
Templates for Web forms
Once on the Email Campaign screen click the
button. It will bring up this screen:
Enter a Campaign Name, and tick the Template tick box.
If you want to copy a previous Template email you can select it from the Use Template list.
Then click Save.
The rest of the setup is the same as a normal Email Campaign, the only difference is you do not need to enter a date or time for the Campaign to start.
You can read more about step setup here.
You can then link this to a Web Form, which can be read here.
Templates for Account list queries
Once on the Email Campaign screen click the
button. It will bring up this screen:
Enter a Campaign Name, and tick the Template tick box.
If you want to copy a previous Template email you can select it from the Use Template list.
If there is an existing Account List Query that you want to use to collect the Contacts select that in the drop down. Selecting a Account List Query will bring up the Auto Repeat Options where you can schedule the Template to create a Campaign and run.
