Blast templates are a great tool to use to help your team save time, maintain layouts, and encourage using branding standards.

Templates are shared amongst your entire Cerkl Team with Create Blasts and Create from Templates permissions. They allow for teams to provide a starting point, with images and element layouts kept the same every-time anyone creates a new Blast with them. Templates are also flexible, providing the ability for Team Members to add or remove elements, change styles, or edit email settings.

With Create Blast permissions, Team Members can create new templates or save any Blast as a Template for use by your entire team.

To start fresh, click the New Template button located in the upper right hand corner of the Blasts > Templates page. Once you click this button, the Blast Template Editor will open, and you can begin to create your Blast Template.

For more information on creating templates from scratch, check out Creating a Blast Template.
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To save a Blast as a template, please review: Saving a Blast as a Template.

There are two places to locate your Cerkl's Blast Templates: From the Blasts > Templates tab in the left hand menu, or when you select to Create New in the Blasts hub.

If you do not have the option to Create New Blasts, you may only have the option to create from templates - In this case, go to Blasts > Templates to get started.

From Blasts > Templates, you'll see a list of available Templates which have already been created by your Cerkl Instance's Team Members.

When you hover your cursor over the template of your choice, you can choose from the ellipsis menu Template Actions or Create with Template. Click Create with Template to open the Blast editor and begin working on a Blast.

On hover, you'll also see Thumbnail Preview and Details: (who created the template and when it was created) in the bottom left corner of each template card. You can also view the date a template was last used under the name of each template, which is located at the top left of each template card.

When you first load a new Blast, look under Recent Templates to locate a template you would like to use. If you do not see your template, you can view additional templates that may not fit on the page by clicking the paging buttons at the bottom right of the screen.

For search and sorting options for templates, simply go back to Blasts > Templates to find and load the template you're looking to use.

Click the ellipsis menu button in the upper right-hand corner of your template for a list of available Template actions.

Preview Template

Click this to preview what your template would look like on Desktop and Mobile.

Edit

Click this to open the Blast Template Editor and make edits to your existing template.

Rename

Click this to rename your template in the pop-up modal. Once complete, click Save.

Copy to Child Cerkl

Click this to copy the template to one of your Child Cerkls. To do this, select the Child Cerkls from the list and click Submit to complete this action.

This option is only available inside of Parent Cerkl Instances.

Duplicate

Click this to open a copy of your existing template.

Delete

Click this to delete your template.

Please Note: You cannot reverse this action once it is complete.

To find a template, you can select from the three primary filters listed below, then apply filters, search, or sort to find the template you are looking for.

My Templates

Here you will see all the templates that you have created inside of your Instance.

Recently Used

Here you will see templates that you or any of your Team Members have used to create a Blast, create a Draft, or schedule a Blast.

All Templates

Here you will see all the current templates in your Instance that have been created by you, other Team Members, and the Cerkl Broadcast defaults.

Under Blasts > Templates, each template section (My Templates, Recently Used, and All Templates) allows you to locate templates easily with additional options to narrow results.

In the drop-down list next to Sort By, you can look at your templates by Date Last Used or Date Created.
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You can also select whether you want your templates sorted from newest to oldest (down arrow) or oldest to newest (up arrow). To do this, click the arrow to the right of the drop-down box to change its orientation, and then click Sort to see the results.

Click the search bar to type in the template name or the creator's name of the template you are trying to locate. Then click the blue search icon or press enter.

Click the blue filter icon in the top right of your screen to select from the available filters. Click the Apply Filters button to see the changes.

Below are the options you can filter by:

If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.

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