How to Create a Template

Templates are a great way to build an efficient email workflow. You can save your email as a template and use it over and over again, with minimal customization needed.

These templates can be used directly when designing a Broadcast, Automations, or Forms (when lead notifications are enabled).

This comes in handy especially when you are creating an email Broadcast campaign with very little time to spare.

How to Create a Template?

Let’s see how you can create these templates in Autonami: 

Step 1: Add a New Template

First, go to Campaigns > Templates in Autonami.

go to Campaigns > Templates

Then, click on Add New.

Add new template

Name the template and click on Add.

Name your template

Now, let's edit our email template.

Step 2: Enter your email and subject line

On the next screen, enter the email’s subject line and preview text.

Enter your email and subject line

Step 3: Choose your template type

Next, choose if you want to design the email copy in text or HTML. You can even use Autonami’s Drag&Drop email builder to create the email.

Choose your template type

Here we chose the Drag and Drop builder.

Click on Start to open the Launch Editor tool and start creating your email.

How to Save a Template?

Once you're satisfied with your design, click on Save.

Save a Template

It'll prompt the message as "Saved successfully" on the bottom right of your screen.

You can now close this window by clicking on ‘X’.

Well done! Your email template has been successfully saved.