Save Elements Feature in Email Templates

The Save Elements feature allows you to save frequently used elements within their email designs for easy access and reuse in future templates, helping you save time and ensure consistency across your emails. Whether you're crafting headers, footers, or social icons, this feature will significantly enhance your efficiency.

How to Use the Save Elements Feature

Navigate to the Templates section of your Email Marketing tab and access any of your templates by clicking their name.

Hover over an element or section you wish to save, such as a header, footer, or image. You'll notice a save icon appearing near it.

Click on the save icon. This action saves the element, making it accessible for future use.

Using Saved Elements

To view your saved elements, locate the 'Saved Items' section, where you can manage your elements by renaming or deleting them as needed.

When creating or editing an email template, click on the 'Saved Items' section to access your previously saved elements.

To add them, simply drag and drop your desired element into the new template. This seamless integration allows for efficient template customization.

Practical Examples and Use Cases

Imagine you're launching a series of campaigns requiring a consistent look and feel across all email communications. By saving elements like your branded header and footer, you can quickly populate new templates without needing to recreate these components each time. This not only speeds up the creation process but also ensures brand consistency.

Troubleshooting Tips and FAQs

I saved an element, but it doesn't appear in my 'Saved Items'. What should I do?

Ensure you've successfully clicked the save icon and wait a few moments for the system to update. If the problem persists, try refreshing the page or checking your internet connection.

Can I share saved elements with other users on my team?

Currently, saved elements are accessible to the user who created them. Sharing capabilities may vary based on the CRM's updates and settings.

How many elements can I save?

While there's no strict limit, it's advisable to manage your saved elements regularly to ensure your 'Saved Items' section remains organized and efficient.