Use my template with a campaign

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How do I use my template with a campaign?

Using templates in your campaigns is a powerful way to ensure consistency in branding and messaging. ActiveCampaign allows users to create personalized templates that can be utilized across both direct and automated campaigns. This feature is essential for marketers who want to streamline their email marketing efforts while maintaining a professional appearance.

Why This Feature Matters

Templates are beneficial for a variety of reasons:

• Consistency: Use templates to maintain a consistent look and feel across all communications.
• Efficiency: Save time by reusing designs instead of starting from scratch for every campaign.
• Customization: Tailor templates to meet the needs of different campaigns while retaining brand identity.

By creating a template, you can ensure that your emails are not only visually appealing but also effective in reaching your marketing goals.

How to Access This Feature

You can access the template feature directly through the Campaigns section of your ActiveCampaign account. To begin creating or using a template in your campaign, follow the steps outlined below.

Step-by-Step Instructions

Using a Template with a Direct Campaign

1. Click Campaigns on the left menu. 2. Click Create a campaign. 3. Provide a campaign name and select the type of campaign you wish to send. If you choose the "Standard" campaign type, click Start from scratch or with a template in the email designer. Then click Next. 4. Click the Create with email designer button. 5. To view templates you have created, click the Custom option in the list on the left. AI templates will be displayed before other template choices on the right. Learn more about AI templates [1]. 6. Locate the template you created or the AI template you want to use. Hover over the template and click Select. 7. Adjust the campaign design as needed, then click Next. 8. Complete the information on the Campaign Summary page [2] to send your campaign.

Using a Template with an Automated Campaign

1. Click Automations on the left menu. 2. Edit an existing automation or click the Create an automation button. 3. Click the + node where you want your email. 4. Under Sending, click the Send an email action. 5. In the Send an email modal, click Create a new email. 6. Locate the template you created in the Custom section at the bottom of the modal. Hover over it and click Select. 7. Fill in and review the following required fields for your email:

  * Email name
  * Subject line
  * From email
  * Tracking
  * Send [3]

8. Click Save.

Configuration Options and Settings

When using your templates, you can choose between two primary types: the Email Designer templates and the Classic templates. Keep in mind the following important points:

• Templates created with the Email Designer option can only be used with the Email Designer template type.
• Conversely, templates created with the Classic option are restricted to use within the Classic template type.
• If you decide to use AI templates, you must first create a brand kit [4].
• It is critical to note that you cannot create a campaign directly from a template. You must complete the campaign creation process and then select your template.

Best Practices and Tips

• **Maintain Templates**: Regularly update your templates to reflect any changes in your branding or messaging guidelines.
• **Test Emails**: Always send test emails to see how your templates render across various devices and email clients.
• **Utilize AI Templates**: If available, leverage AI templates for quick and innovative design options catered to current trends.
• **Segment Your Audiences**: Tailor your campaigns by using different templates for different audience segments to maximize engagement.

Troubleshooting

If you encounter issues when trying to use a template, consider the following troubleshooting tips:

• Ensure you are using the right type of template corresponding to your email designer choice.
• Double-check that your templates are not outdated or contain any broken elements that could affect the rendering.
• If the template does not appear, verify that it has been saved correctly and is accessible within the correct section of the email designing tool.

Related Features

• Campaigns: Key features and functionalities related to managing and sending campaigns.
• AI Templates: Learn more about how to create effective email templates through AI.
• Brand Kit: Understand how to create and manage your brand kit for template use.

FAQ

What types of campaigns can I use my templates with?

You can use your templates with both direct and automated campaigns.

Can I create a campaign directly from a template?

No, you must go through the campaign creation process and then select your template.

Are there limitations on using templates?

Yes, templates created with either the Email Designer or Classic option are only compatible with their respective types.

Do AI templates require any additional setup?

Yes, to use AI templates, you must first create a brand kit.

How can I view my created templates?

You can view your templates by navigating to the Custom option in the email design interface.

What should I do if my template is not appearing?

Check if the template was saved correctly and is located in the right section under the Custom tab.

Can I edit my template after selecting it for a campaign?

Yes, you can adjust the campaign design as needed after selecting your template before finalizing and sending your campaign. ```