If you would like to create a Blast Template for later use, follow the steps below.

Please Note: You are able to save a Blast as a template, but in this article we will explain how to make a template from scratch.

To start creating your template, go to Blasts > Templates > 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. Here you can drag and drop the Elements on the right side of your screen into the editor, like you would when making a Blast, to create your template.

Pro Cerklers Tip: You will know you are creating/editing a template when you see a yellow star located in the top left corner of your screen next to the template’s title.

Above the editor, you will see all the following information:

  1. Untitled: In this field, you can enter your template’s name.

  2. Save: Click this to save your template. Please Note: Templates do NOT autosave.

    • When you save your template for the first time, it will 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.”

  3. Save As: Click this to save your changes as a new template.

    • Clicking this will ask you to give your template a name. If you enter the same name as the existing template, it will ask if you want to overwrite the existing template. If you enter a new name, it will save your edits as a new template and the page will update to show you are now editing the new template (you will see the name change in the top left corner of your screen).

  4. 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.

  5. Exit: Click this to exit the Blast Template Editor.

  6. Three dots: When you click these, you will have the following two options:

    • Download as HTML: This will download the template as HTML.

    • 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.

Please Note: You CANNOT add a default attachment to a Blast Template.

After you save your template, you can access it inside the Blasts > Templates page. To learn more about this page, check out this article.

If you have any questions at all, don't hesitate to reach out to us at support@cerkl.com or use the chat bot in the bottom right-hand corner of any cerkl.com page for a quick answer.

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