How to Save Custom Templates and Apply Them to Emails or Automation Tasks

Overview

With the new editor, SmartPush lets you save custom email designs and reuse them for your future marketing emails or automated marketing tasks, including designs created with the SmartPush editor or imported HTML email templates from external platforms.

 

In this article, you will learn:

How to save custom templates
How to save email designs created with SmartPush editor's capabilities
How to save imported HTML email templates from external platforms
Tips for saving templates

 

How to save custom templates

There are two ways to save your custom templates:
1. Using email designs created with SmartPush editor's capabilities
2. Importing HTML email templates from external platforms

 

How to save email designs created with SmartPush editor's capabilities

If you wish to save a template using the first method:
1. Go to 'Campaigns' or 'Automations'and enter the email editor
2. After editing your email template, click 'Save Template' at the top of the editor
3. In the pop-up, enter a template name (optional)
4. Choose whether to save as a new template or replace an existing one
5. You can find your saved templates under 'Template Library' > 'Saved Templates'
6. You can change the template you’re using in the editor by clicking the 'Select again' and selecting a saved template.

 

How to save imported HTML email templates from external platforms

If you want to migrate external email templates, refer to How to Import Custom HTML Email Templates

 

Tips for saving templates

1. Each store supports saving up to 100 templates.
2. Due to slight differences in block capabilities between the marketing campaign editor and automation editor templates, if you intend to use custom saved templates in automation tasks, remember to add the necessary blocks in the automation editor. For example, when applying a saved template for abandoned cart recovery scenarios, some order information may be missing. You can manually add the order information block to fully utilize the abandoned cart recovery automation feature.

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