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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, 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.

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, where you can access existing templates as well as Create templates and Specialized templates.

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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.

3 – Search for a specific template in the Search box. Click on a template name to update/edit it, or send a test email. Click the magnifying glass to preview the template.

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4 - In the template, 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 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 on letters/words in the Subject of a template.

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Search based on Template ID.

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Update/Edit 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, Subject, or Template ID of the template.

3 – Click on the Name to open.

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4 – Click Edit.

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5 – 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.

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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, Subject, or Template ID of the template.

3 – Check the box beside the name of the template.

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4 – 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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5 – 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. Select the Project, Folder, and then Copy or Move.

  • 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.
  • Move will remove the template from its original folder and place it in the selected project and folder. To undo a Move, simply Move the template back to the original project as above.

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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.

 

Add 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 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.

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

Update/Edit 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 then click the green edit 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 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 green edit 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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Remove Template Folder Sharing

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 and click the green edit 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 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 into the Search templates box and begin to type the Name, Subject, or Template ID of the template.

3 – Check the box beside the name of the template.

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4 – Click Archive.

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Archive 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 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 – Under Settings, check Show archived.

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

Restore Archived 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 – Under Settings, check Show archived.

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

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 – Click into the Search templates box and begin to type the Name, Subject, or Template ID of the template.

3 – Check the box beside the name of the template.

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4 – 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.

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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 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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