Voyado Engage

Creating a new email from a template

Once you have created an email template, you can start building your new email, reusing the design and layout you have already set up. Remember that you don't have to design separate emails per market - one template can power multiple market variants of an email.

1. Create a new email sendout

Before you select which template to use, you need to create a new email sendout.  Go to Messages > Email and click on the plus sign which will expand to a Create sendout button. You will now be met with a setup page for your new email sendout. 

New email sendout dialog in Engage

  1. Select how the email will be sent out; manually, or automatically based on preset triggers.
  2. Name your sendout and give it an internal description to help your colleagues understand what it is for.
  3. Select the marketing groups you want to work with. Since all marketing groups are selected by default, you must manually deselect any marketing groups you don't want to include.
  4. Click Save to go to the next step

Select marketing groups dialog

2. Select your template

When entering the Design Studio, you will see the list of published templates you have created. Select the one you want to use for your email. (From this step you can also select the Start from scratch option).

List of email templates dialog

3. Start creating the email and regional variants

You can now start building your new email sendout, reusing the design and layout from the template. If the template has regional content, it will appear when you change your localization variant. You can switch between Design and Localization with the button in the top left corner.

Design and localization selection

When you have selected Localization, you can find all regional variants (corresponding to marketing groups) in the dropdown list. Select the regional variant of the email you want to adapt for that specific market. 

Regional variants dialog

4. Publish your changes

When done editing use the Publish button to include your changes in the sendout. The last published version will be whats sent to the recipients.

A template is a starting point to create new emails. By selecting to use a template, you will create a copy of the template design in a new email. As such, if you make changes to a template later, these design changes will not affect emails that have previously used this template.

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