Working With Templates

Overview

Templates provide a starting point for creating emails in the Email Builder. You can begin with one of the templates provided by PostUp or use a template previously saved by your team.

Templates help maintain consistent branding while reducing the time required to create future campaigns.

Opening the Template Library

When you first enter the Email Builder, a blank design canvas is displayed.

To load a template:

1. Open the Template Actions menu (ellipsis) in the upper-left corner of the builder.
2. Select Load Template.

The Template Library displays all templates available to your team.

Some templates are provided by PostUp as starting points, while others have been created and saved by members of your organization.

Loading a Template

To load a template:

1. Open the Template Library.
2. Browse for the template you want to use.
3. Select the template.
4. Click Load.

The selected template opens in the Email Builder where you can immediately begin making changes.

Saving a Template

After customizing your design, you can save it as a reusable template.

To save a template:

1. Open Template Actions.
2. Select Save as Template.
3. Enter a template name.
4. Save the template.

The template will be added to the Template Library and can be used by members of your team when creating future emails.

Best Practices

• Start with a template whenever possible to maintain consistent branding.
• Save frequently used layouts as templates for your team.
• Use descriptive names to make templates easy to find.
• Create templates for recurring email types such as newsletters, announcements, and promotions.