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Marketing - Manage Email Templates

Marketing - Manage Templates

In this article:

About Managing Email Templates

To view the instruction video, click here.

Lasso’s Email Template Editor gives you the ability to create professional-looking emails without the need for a graphic designer or web developer. Build your email templates from scratch using Basic Editor or use the Design Editor to drag and drop blocks for images, texts, or buttons. Add styling and background colors to give your emails the right look for your brand, while still making sure they can be viewed on smartphones and tablets. If you need something to start from, the Library contains an extensive array of templates that you can customize to suit your specific needs. As well, create Specialized Templates such as Opt-In and Opt-Out as well as Landing and Thank You pages.

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

Access 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 – From this page, you can manage templates and folders as follows:

  • Add, share, archive, or delete templates and folders.
  • Copy or move a template.
  • Search for a specific template at three levels – private, shared with the project, or shared with the organization.
  • Click a folder to view its contents.
  • Click the magnifying glass beside a template to preview it.

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Search for 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 and begin to type the Name or Subject of the template.

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Note: Click the gear button to select the search level:

  • Private
  • Shared with Project
  • Shared with Organization

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Update/Edit Template

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

marketingTemplates.jpg

This takes you to the Manage templates page.

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2 – Find the template and select it by checking the box. 

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3 – Click Edit.

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4 – Make your updates and click Save template.

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Copy/Move 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.

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

2 – Find the template and select it by checking the box. 

3 – Click 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 – Click the dropdown arrow under Project and select the project that you want to copy or move the template to, or select [global] if you want to share the template with users across all projects.

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 added before proceeding.

Marketing_CopyMove2Template.jpg

5 – Select the Folder where you want the template to reside.

6 – Click Copy/Move.

    • Copy will leave the template in its original folder and create a copy in the selected project and folder (all projects if [global]/Global Folder is selected).
    • Move will remove the template from its original folder and place it in the selected project and folder (all projects if [global]/Global Folder is selected).

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

 

Add Template Folder

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

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

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

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

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

4 – Select how you want the folder and its contents to be viewed:

  • Keep folder private – Only you have access to your template
  • Share folder with team – Share access to your template with users on the project
  • Share folder with organization – Share access to your template with users across all projects

5 – Click Add folder.

marketingTemplatesFolderAdd2.jpg

Share/Update 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.

marketingTemplatesManagetemplates.jpg

2 – Select the folder you want to share and click the green edit button.

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3 – Select how you want the folder and its contents to be viewed:

  • Keep folder private – Only you have access to your template
  • Share folder with team – Share access to your template with users on the project
  • Share folder with organization – Share access to your template with users across all projects

If you selected to Share folder with organization, it will be displayed in the Global Folder and the folder icon will contain a circle arrow.

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If you selected to Share folder with team, the folder icon will contain an arrow.

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If you selected to Keep folder private, the folder icon will not contain an arrow.

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Archive 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 – Find the template and select it by checking the box. 

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3 – Click Archive.

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The text will change to Italics.

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Note: To restore an archived template, select it and click Archive.

When a template is archived or restored, a message will appear indicating that it has been successfully ‘(un)archived’. Click X to close the message.

marketingTemplatesAccessArchive5.jpg 

Archive Template Folder

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

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

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

Access Archived Folder or 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 Settings and check Show archived.

The names of archived folders and templates will be displayed in italics. Click to view contents.

marketingTemplatesAccessArchive.jpg

Restore Archived Template Folder

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

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

2 – Under Settings, 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 then click the edit button.

marketingTemplatesEditFolderWArchive.jpg

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.

Delete 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 – Find the template and select it by checking the box. 

marketingTemplatesFindCheck.jpg

3 – Click Delete.

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

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Delete Template Folder

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

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

2 – Click on the folder you want to delete and click the green edit 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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