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Copying and Modifying Email Templates

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Cris Echeguren
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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

To copy simple and designer email templates, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Email Templates.
  2. Click on a template folder.
  3. Hover over the email you want to copy.
  4. Click  cog.png  Settings > Copy Template.
  5. In the pop-up window that appears, enter a name for your template.
  6. 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. In SharpSpring's top toolbar, click 
    Content > Email Templates.
  2. In the left panel, enter the name of the copied template.
  3. Select the copied template.
  4. Click  more.png  More Options > Delete This Template.
  5. Click Yes, I'm sure.
  


Click to enlarge. 
Important: Deleting templates is irreversible.
 


Deleting Content Blocks or Layouts

To delete unwanted content blocks or layouts in a template, do the following:

  1. Copy a template, or open a copied template.
  2. In the email, hover over a section of content.
  3. In the border that appears around the content, click the  trash.png  Delete icon.
  4. In the modal window that appears, click Delete.
  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

To copy content blocks or layouts in a template, do the following:

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


Click to enlarge.  

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


Adding Content Blocks or Layouts

To add content blocks or layouts in a template, do the following:

  1. Copy a template, or open a copied template.
  2. In the left toolbar, click  grid.png  Content and Layout.
  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. 

 


A Note on the Email Designer

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.  
Note: SharpSpring offers Professional Services to assist with custom coding.

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.

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