Agencies can create default email templates for their customers. This reduces friction during onboarding and allows your customers to start sending out review request quickly.
In this guide we will go over the steps to create and manage your email templates.
Setup guide
To get started follow the below steps:
- Go to agency settings
- Click on email templates in the left sidebar
- Click the add template button
- Either select one of our supplied templates or click start from scratch to create your own
- Within the template editor give your template a name (this is customer facing)
- Design your template and insert placeholders for any dynamic data
- Once you are happy with the design you can either save or save and push the template to your customers accounts
Note: If you are editing an existing template that has been pushed to customers and you don't yet want to push the current modifications just click save. Once you are happy click the save and push button and the changes will be sent to the customers accounts.
Any templates that are being used in active campaigns will not be changed as this would most likely annoy users.
Importing templates from Unlayers marketplace
You can easily import ready-made templates for free from the Unlayer marketplace. To get started follow the below steps:
- Go to agency settings
- Click on email templates in the left sidebar
- Click the add template button
- Click start from scratch to create your own
- Click the import Unlayer template button at the bottom of the email editor
- Open a new browser tab and go to https://unlayer.com/templates
- Search for a template you like and copy the full URL for the template you would like to import
- Go back to the platform and paste the copied URL into Unlayer template field
- Click import
Copy existing templates
You can copy existing templates and create a new one. Follow the below steps to get started:
- Go to agency settings
- Click on email templates in the left sidebar
- Click copy on the target template
- Give your new template a name
- Click copy
