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Create & Save The Main Template

Developing a standard email template and saving it in the ‘My Templates’ section of Send Onyx can significantly streamline the process of creating new email campaigns. A basic template serves as a foundation for your emails, ensuring consistency in layout, branding, and essential elements like the address and unsubscribe URL. This knowledge-based article guides you through creating and saving a main, basic template on your account.

Benefits of Using a Basic Template

  1. Consistency in Branding and Layout: Ensures all your emails maintain a consistent look and feel, reinforcing your brand identity.
  2. Time Efficiency: Reduces the time spent on designing individual emails from scratch for each campaign.
  3. Pre-set Legal Compliance: By including a preset address and unsubscribe URL, you ensure compliance with email marketing laws in every campaign.
  4. Uniformity in Email Structure: Helps in maintaining a standard order and flow of content, enhancing the reader’s experience.

Steps to Create and Save a Basic Template

Step 1: Access the Template Builder

  1. Log Into Your Account: Navigate to your dashboard.
  2. Go to the ‘Templates’ Section: Find and click on the ‘Templates’ tab.

Step 2: Designing Your Basic Template

  1. Create a New Template: Select the option to create a new template.
  2. Choose a Starting Layout: You can start with a blank template or modify one of the existing templates.
  3. Customize the Design:
    • Header: Design the header with your logo and any other branding elements.
    • Email Body: Set up a basic structure for your email content. This might include a headline area, a main content section, and placeholders for images or buttons.
    • Footer: Include your physical mailing address and an unsubscribe link, ensuring legal compliance.

Step 3: Adding Personalization and Dynamic Content

  1. Personalization Tags: Use tags like {{FirstName}} to add personalization capabilities to your template.
  2. Dynamic Content: If needed, include sections for dynamic content that can be easily modified for different campaigns.

Step 4: Saving the Template

  1. Preview Your Template: Check how your template looks on different devices.
  2. Save the Template: Once satisfied, save the template. Give it a descriptive name for easy identification, such as “Main Campaign Template.”

Step 5: Using Your Template for New Campaigns

  • Start a New Campaign: When creating a new campaign, go to the ‘Templates’ section and select your saved basic template.
  • Customize for the Specific Campaign: Make necessary adjustments to the content and images, but the overall layout and essential elements remain consistent.

Conclusion

Having a main, basic template in Send Onyx is a strategic approach to email campaign management. It not only saves time and effort in the campaign creation process but also ensures brand consistency and compliance across all your email communications. With this foundational template, you can efficiently create new campaigns, focusing more on content customization and less on layout design, ultimately leading to a more streamlined and effective email marketing workflow.

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