How do I edit the email templates in an Email Drip Campaign?
Along with
editing and creating email campaigns individually, by template
you can also edit the email templates already in a drip from the Email Drip Campaign editor. This helps streamline your edits so you're not switching back-and-forth between pages.
-If you'd like to edit emails in a Drip as you're about to run it for just that one-time change, you'll use the Campaigns tab.
-If you need a more permanent edit saved to a template for future use, go to the Setup tab to change a template.
Learn more about creating Email Drip Campaigns from the ground-up here:
How do I create an Email Drip Campaign?
Using the Manage Tab for Campaigns You're about to Run
Use this method if you're doing small edits to an Email Drip Campaign you are going to also run right away. These directions are geared towards last minute changes for templates you aren't going to use in the future, as well as if you don't plan on sharing your edited template with other internal Users within your company or organization.
Go to Campaigns > Email > Email Drips
Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.
Next, click on the "Edit" link for the campaign you would like to edit.
Note: that if you are going to make changes to a drip campaign that you will need to
pause the drip. To pause the drip, click on the "Running" button and then the drip will show as stopped.
Editing Email Templates
Click on the Views button in the top right corner of the modal window and select the Quick Editor option.
Select the email template you'd like to change by clicking on it. Then, select the pencil icon in the top left hand corner to start editing.
This will bring you to the email editor. Make your changes to the email. Once you've finished making your changes, click the floppy disc to save and Yes
Learn more about editing emails:
How to Create/Edit an Email Template
You will then need to save the overall Email Drip by clicking, Save the Drip, in the top righthand corner
Click Close to exit, and Save & Close one final time
Swapping Out Entire Email Templates
Click on the Views button in the top right corner of the modal window and select the Flowchart Editor option. This will bring you to the structural step view of the Drip series.
Select the email step you'd like to change by clicking on it. Then, select the pencil icon.
Click Remove
Select the new email you'd like to replace this step's current email by clicking on it...
...then hitting Submit
Click Save to save the step change, then click Close to exit
Using Setup to Permanently Change the Drip Campaign Template
Use this method if you want to make long-term changes to Email Drip Campaign Templates for future use, or sharing to other Users for their use.
Go to Setup > Asset Management > Drip Templates
Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.
Next, click on the "Edit" link for the campaign you would like to edit.
Select the email step you'd like to change by clicking on it. Then, select the pencil icon. This will bring you to the Event Editor
Click on remove, or edit to make changes to that template
Note: Clicking edit will not make changes to the original version of the email template, it will create a new, duplicate, copy of the template with your changes saved under Setup > Asset Management > Templates
This will bring you to the email editor. Make your changes to the email. Once you've finished making your changes, click the floppy disc to save and Yes
Learn more about editing emails:
How to Create/Edit an Email Template
Then hit Submit
Click Save to save the step change, and Close to exit. Your template is now ready to be shared, or run under the Campaigns tab
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