Manage Your Personalized Bulk Email Templates

If you reuse the same content or design of a personalized-bulk-email (PBE) often, you can save it as a template.

Use the ‘Save’ option to recall your PBE for future campaigns.

To save your PBE for future reference, click the “Templates” button (as shown) after you have composed it. Choose “save as template” and enter a unique description (e.g.; Coterie Invitation) Next, click “submit” to save it.

 

pbe templates1

 

To retrieve a template you have saved, click “templates” and select “choose an existing template” as shown. From the next drop-down select the template you wish to re-use. Click “submit”. The content of the template will appear shortly thereafter.

pbe templates2

pbe templates 3

 

To delete a saved template, click “templates,” choose option “delete an existing template,” choose the template you wish to delete, and click “submit.”

pbe templates 4

pbe templates 3

Leave a Reply