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Copying and Modifying Email Templates

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Leya Wood
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SharpSpring's marketing automation platform has a large number of simple and designer email templates that you can use to create emails that represent your brand in the best way possible.

If you prefer, you can also create a custom email templates by modifying existing templates.

This article will show how to copy and modify email templates.


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Copying Templates

You can copy existing simple and designer email templates.

To copy email templates, do the following:

  1. Click Email in SharpSpring's left toolbar.
  2. Click the Email Templates tab.
  3. Click on a template folder.
  4. Hover over the email you want to copy.
  5. Click  cog.png  Settings > Copy Template.
  6. Enter a name for your template in the pop-up window that appears.
  7. Click the Copy Template button.
  


Click to enlarge.


Deleting Copied Templates

You cannot delete default email templates. You can only delete copied templates.

To delete simple and designer email template copies, do the following:

  1. Click Email in SharpSpring's left toolbar.
  2. Click the Email Templates tab.
  3. Enter the name of the copied template in the left panel.
  4. Select the copied template.
  5. Click  more.png  More Options > Delete This Template.
  6. Click Yes, I'm sure.
  


Click to enlarge.
Important: Deleting templates is irreversible.
 


Deleting Content Blocks or Layouts

You can delete unwanted content blocks or layouts in a template.

To delete content blocks or layouts, do the following:

  1. Copy a template, or open a copied template.
  2. Hover over a section of content in the email.
  3. Click the  trash.png  Delete icon in the border that appears around the content.
  4. Click Delete in the modal window that appears.
  5. Click Save Template.
  


Click to enlarge. 
Important: Deleting content from a template is irreversible. The template feature does not have an undo function. 

 


Copying Content Blocks or Layouts

You can copy content blocks or layouts in a template.

To copy content blocks or layouts, do the following:

  1. Copy a template, or open a copied template.
  2. Hover over a section of content in the email.
  3. Click the  copy.png  Copy icon in the border that appears around the content.
  4. Click Copy in the modal window that appears.
  5. Click Save Template.

By default, copied content blocks or layouts will be added immediately after the block or layout that is to be copied.

  


Click to enlarge.

 

  

 


Adding Content Blocks or Layouts

You can add content blocks or layouts to a template.

To add content blocks or layouts, do the following:

  1. Copy a template, or open a copied template.
  2. Click  grid.png  Content and Layout in the left toolbar.
  3. Drag-and-drop desired content blocks or layouts into the email template.
  4. Click Save Template.
  


Click to enlarge. 
Note: Dragged content can only be dropped onto purple lines. 

 


Other Information on the Email Designer

When using the Email Designer, consider the following:

  • Certain styles will not be displayed in View Code mode. The email designer takes any of the styles in the HTML for Email Standard Styles, pulls them into the database, and removes them from the HTML. Do not be alarmed when these styles are removed from the HTML in the View Code mode.


  • The email designer will look at the first <style> element in the <head> of the HTML and find the CSS for the relevant classes. If the styles are transparent, that means the color is not in the database. It is either in the email’s standard styles or in the head of the email. If that happens, the color will be set in the database. Though it no longer shows in the head, it will appear.
  • Use these styles to ensure that your desired global styles are brought in by the email designer. If you make a template outside the SharpSpring application and import it, you will need to put styles in the head.
  
Note: SharpSpring offers Professional Services to assist with custom coding.
  • With standard styles, inline email editor styles will override the email standard styles that CSS applied to the header of your email. Overriding the global styles inline is applicable on secondary styles that are exceptions to your primary styles.


  • Tables are not available for use in Simple and Designer emails. Tables are only available with Legacy emails. Legacy templates are no longer available for creation. 

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