Activecampaign Automation Templates

The 2-Minute Rule for Activecampaign Automation Templates

The 2-Minute Rule for Activecampaign Automation Templates

To begin, click Campaigns in the leading menu. Then pick the “Manage Templates” button in the upper-left corner of the screen: You will exist with the campaign design template library: You may discover the templates are named for the kind of email they’re designed to work best for. For example, if you desire to develop and send out an email welcoming new subscribers to your email list, we advise starting with the “Welcome Email” template.

Event Email Design template The first custom-made design template we’re going to create is for an occasion e-mail. You may utilize this template to announce a webinar, online course, or workshop you’re hosting. There are a few various occasion e-mail template alternatives to select from in our library that are additional tailored for specific events.

In the library, hover your cursor over the design template to see four alternatives: The “Edit” and “Preview” buttons, and alternatives to “Copy” or “Erase” below them. Select the “Copy” choice. Keep in mind that you ought to constantly replicate an original Active Campaign template before you start your personalizations. Never modify the original, otherwise you’ll lose that variation in your template library and hence won’t have the ability to work from it in the future.

Now you can pick the Edit button to start making your changes to the duplicate version of the design template you simply developed. This will take you into the email designer. When in the email designer, we advise you instantly relabel your brand-new custom-made template to something that makes sense for your use progressing.

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For an event e-mail, we advise including the following components in your customized template: Organisation logo Title of your occasion Event description and image Summary of event details (date, time, etc.) RSVP button Here’s an example of a custom event e-mail design template we produced from the “Webinar” template: When you’re ended up, hit the Save & Exit button in the top-right.

All you’ll require to do is upgrade it with the brand-new event info prior to you send it out. Newsletter Email Design template Let’s produce a design template for a newsletter e-mail next. A newsletter email provides statements and brand-new content to keep your contacts engaged and notified about what’s going on with your business.

For this one, let’s work from the “Digest” email design template in the library: As you did when you created your first custom template, navigate to the library through the “Handle Templates” button under the Campaigns tab in the top menu. Once again, start by copying the design template, then choose the “Edit” button on the replicate variation to start making your modifications in the e-mail designer.

So at any time you require more or less than three sections in a newsletter email, you can make modifications to one design template as required, rather than producing different templates with differing varieties of content areas. Again, click the Save & Exit button when you’re finished tailoring your design template to conserve it in the library.

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This might function as a basic “go-to” template for any branded company e-mail you need to send. We’ll work off of the “Welcome Email” template for this one. For a top quality email, we recommend including the following components in your custom-made template: Service logo on top Copy Your service logo/photo once again in the e-mail signature A color box around your material to assist it stand out Personal Email Template Finally, let’s produce a template for an individual e-mail.

There’s a “Personal Email” template in the library that we’ll utilize for this one. (Tip: Select the “2” or arrow button at the bottom of the library to find it on the library’s 2nd page.) For a personal email, an easy, simple format will do: Plain black text on white background Content of the e-mail message (text) Your branded signature at the bottom Congratulations! You now have 4 customized templates you can use in your e-mail marketing, whether you’re producing a new project or building out an automation.

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An existing email can be conserved as a custom design template in your template library in both the Campaigns and Automations areas of Active Project. In Campaigns: Click the Campaigns tab in the top menu. You’ll see your list of “All Campaigns” (all emails you’ve previously sent or conserved as drafts).

Draft emails can not be saved as custom-made design templates. Click the arrow button to the far right of the e-mail you wish to save and select “Conserve as Template.” From there, you’ll immediately be directed to the design template library, where you should now see your email conserved as a custom design template.

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When you’re in your automation, click the View Emails button. A list of all the e-mails currently employed in the automation will appear. Click the arrow button to the far right of the email you want to conserve and select “Save as Template.” You’ll then be directed to the e-mail designer, where you can make any required changes.

You’ll then be directed to the design template library, where you need to see the e-mail you were just working on saved as a design template. Once you have your custom design templates developed and conserved in the template library, it’s easy to utilize them in your campaigns and automations. Let’s state you have a new online course you want to announce, and you wish to send a campaign to your list of contacts utilizing the Occasions Email template you previously produced.

Then you’ll be triggered to. Enter a name for the project, and Select the kind of project you wish to develop . In this example, since we just desire to send one e-mail to a list of contacts, we’ll use the Standard project type. Click the Next button to advance to the next timely.

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