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Marketing - Manage Templates

Marketing - Manage Templates

In this article:

About Managing Templates

To view the instruction video, click here.

Managing your email templates is easy in Lasso. You can quickly search for specific templates, share them with your team, and even copy or move them from one folder and/or project to another. You can even archive templates that you no longer use but don’t want to remove.

To access the Manage templates are, click on the Marketing tab in the Sales Center and select the Templates option. From the Manage templates page, access Create templates and Specialized templates.

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Lasso’s Email Template Editor includes the ability to:

1 - Manage templates and folders:

  • Copy or move templates from one folder to another, and from one project to another.
  • Archive templates and folders that you no longer need to access.
  • Share templates with your team.

2 - Create templates using the following options:

  • Design Editor – Select design components (content blocks) and build a simple template with images and content. You just need to have your images sized and ready to insert, along with your copy. The formatting is done for you.
  • Basic Editor – Use this editor if you want to create emails that are more text-based (e.g. sales process/followup process emails) or for the design expert who wants to create more advanced emails providing more flexibility with styles, colors, tables, and overall design.
  • Paste HTML – Create your emails using HTML code. This option is ideal when you have a designer creating the HTML for you and they provide you with the code.
  • Existing Template – Use an existing template, copy it, and update with new content.
  • Library – Use a prebuilt template from the Lasso Library.

3 - Create Specialized Templates such as Opt-In and Opt-Out as well as Landing and Thank You pages.

Access Email Templates and Folders

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on a folder to view its contents.

Note: An arrow beside the folder name indicates that the folder is shared, meaning all sales reps assigned to the project have access to the folder and its contents. No arrow indicates the folder is not shared.

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3 – Click on a template name to update/edit it, or send a test email. To preview the template, click the magnifying glass.

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4 - Click Edit to make updates to the template and Send test email to test it prior to sending to registrants.

Note: Click the arrow beside Template Details to go back to the Templates page.

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Search for Email Template

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click into the Search templates box.

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3 - Start typing letters/words contained in the name or subject of the template you are searching for, or enter the Template ID.

A list of templates with the sequence of letters/words/numbers you are typing will appear. The more letters/words/numbers you type, the more refined your search will be.

Search based on letters/words in the Name of a template.

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Search based letters/words in the Subject of a template.

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Search based on Template ID.

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Template

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Update/Edit Email Template

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder name that contains the template you want to update or search for it using the Search templates box.

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3 – Click on the template name to open it.

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4 – Click Edit.

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5 – Make your updates and click Save template.

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Note: If you make your changes in Fullscreen Editor, be sure to click Exit Fullscreen when you are done. If you click the back button on your browser when you are in Fullscreen Editor, your changes will not be saved.

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Copy/Move Email Template

Note: If you are copying/moving an email template to another project and there are no email template folders in that project, you will be unable to copy or move your template. A folder will need to be created in the project before proceeding. 

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder name that contains the template you want to copy or move, or search for it using the Search templates box.

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3 – Check the box beside the name of the template you want to copy or move and select Copy/Move.

Note: If you want to move or copy more than one template to the same location, check the boxes beside each template as needed.

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4 – By default, the Project field will display the project that you are logged into and the Folder section will display that project’s email template folders. To:

a) Copy or move the template to a different folder within the same project, leave the default project in the Project field.

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b) Copy or move the template to a different project, click the dropdown arrow in the Project field and select the project. The Folder section below the Project field will display the folders for the selected project.

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Note: If there are no email template folders in the selected project, you will be unable to copy or move your template. A folder will need to be created in the selected project before proceeding.

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5 – Select the folder that you want to move or copy the template to.

Note: You will be unable to copy or move the template until you have selected a folder.

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6 – Select Copy or Move.

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Copy will leave the template in its original folder and create a copy in the selected project and folder. You will see a notification in the top right corner of the page informing you that the template was successfully copied.

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Template stays in original project and folder

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Copy of template is created in selected project and folder

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Move will remove the template from its original folder and place it in the selected project and folder.

Template is removed from original project and folder

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Copy of template is created in selected project and folder

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Note: To undo a Move, simply Move the template back to the original project as above.

Add Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – In the Folders section, click the plus.gif button.

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3 – Enter a Name for the folder in the space provided.

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Note: If you want to add a sub-folder within an existing folder, click on the existing folder first before clicking the plus.gif button.

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4 – If the folder is for your use only, leave the box beside Share folder with team unchecked. If you want your team to be able to access the folder and its contents, check the Share folder with team box.

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5 – Click Create folder.

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The new folder will appear in the folder list.

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Note: If the folder is shared with the team, there will be an arrow to the left of the folder name. If the folder is not shared, there will be no arrow.

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If you have created a sub-folder, it will appear indented below the main folder.

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Update/Edit Email Template Folder Name

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder you want to update and click the edit.gif button.

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3 – In the Name field, change the name of the folder as desired.

4 – Click Update folder.

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Share Email Template Folder

Folders can be shared with the sales team, meaning all sales reps assigned to the project can have access to folders and its contents. An arrow beside a folder name indicates it is shared; while no arrow indicates it is not shared.

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder you want to share and click the edit.gif button.

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3 – Check the box beside Share folder with team.

4 – Click Update folder.

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The folder will now have an arrow beside it to indicate it is shared with the team.

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Unshare Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder you want to unshare and click the edit.gif button.

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3 – Uncheck the box beside Share folder with team.

4 – Click Update folder.

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The folder will no longer have an arrow beside it.

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Archive Email Template

Warning: Archived templates cannot be restored. However, the source code can be copied to create a new version of the archived template. 

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder name that contains the template you want to archive or search for it using the Search templates box.

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3 – Check the box beside the name of the template you want to archive and click Archive.

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Archive Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder you want to archive and click the edit.gif button.

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3 – Check the box Archive folder and click Update folder.

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The folder will disappear from the list of folders in the Folders section.

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Access Archived Email Template

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder containing the archived template.

3 – Under Settings, check Show archived.

The archived templates will be displayed in italics.

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Access Archived Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click Settings and check Show archived.

The archived folders will be displayed in italics.

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3 – Click on the folder to view its contents.

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Restore Archived Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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 This takes you to the Manage templates page.

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2 – Click Settings and check Show archived.

The archived folders will be displayed in italics.

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3 – in the Folders section, click the folder you want to restore and click the edit.gif button.

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4 – The Archive folder box will be checked. Uncheck the box and click Update folder.

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The folder will be restored and the folder name will no longer be displayed in italics.

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Delete Email Template

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder name that contains the template you want to delete.

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3 – Check the box beside the name of the template you want to delete and click Delete.

Warning: This action cannot be undone. The email template will be permanently deleted.

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Delete Email Template Folder

1 – In the Sales Center, click Marketing and select Templates.

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This takes you to the Manage templates page.

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2 – Click on the folder you want to delete and click the edit.gif button.

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3 – Click Delete.

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4 – Click Confirm Delete.

Warning: This action cannot be undone. The email template folder and its contents will be permanently deleted.

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