Blast Templates allow you to create layouts with branding standards preset. These can be used by your entire team to save time and to make sure they're creating Blasts that meet your Branding standards.
This article we will explain how to make a new template from scratch, but you are also able to save any already created Blast as a template.
Creating a New Template
To start creating your template, go to Blasts > Templates, then click the New Template button (located in the top right corner of your screen).
After you click New Template, the Blast Template Editor will open. You'll know you're in the Template Editor because of the yellow start icon next to the Template Name at the top of the editor.
Here you can add Elements from the right panel of your screen into the editor, like you would when creating a Blast. Blast Templates can use all of the same Elements as any Blast. For information about Blast Elements, please review: Introduction to Blast Elements
Sending Info, Audience Info, Attachments are only available when creating a Blast Draft in preparation for sending.
Template Actions
Above the editor, you will see all the following information.
Template Name Field
In this field, enter a unique name for your Template.
Save
Click this to save your template. Templates do not support autosave.
When you save your template for the first time, it may ask you to enter a name. Any other saves will show you this message: “Saving this file will override any existing versions. This action is permanent and cannot be undone.”
Save As
Save As allows you to save your changes over your existing template or create a new template. On click, you will be asked to give your template a name - If you enter the same name as an existing template, it will ask if you want to overwrite the existing template.
If you enter a new name, it will save your changes as a new template. To confirm after saving, you will see the template's name change in the top left corner of your screen.
Sample
When you click this, you will have the following two options:
Preview: This will open a pop-up modal where you can preview what your Blast Template will look like on both desktop and mobile.
Send Sample: This will open a pop-up modal where you can decide which email(s) you want to send the sample Blast Template to.
Exit
Click this to exit the Blast Template Editor.
⋮ Ellipsis Menu
These additional options provide the following options:
Download as HTML: This will download the template as an HTML file.
Template Settings: This will open a pop-up modal where you can choose different settings for your template: Text Options, Suppress Auto Replies, Footer Options, Full Width Email, Personalization Field Fallbacks.
Blast Footer settings for Templates will always use the default options selected under your Blasts > Controls' Footer settings. The footer can be edited, enabled, or disabled when creating a Blast from the Template.
After you save your template, you can access it inside the Blasts > Templates page. Learn more: Blast Templates.
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.