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Act-On Software

Managing Templates: Overview


The purpose of a template is to provide a convenient pre-made starting point for your email messages.

What is a template?

  • Think of a template as being the same as a draft, except a template will remain in your Templates section even after it is used. A draft, by comparison, goes to the Sent section and is moved out of the Drafts section after it is used.
  • Stationery is a 'wrapper' for your message, landing page, or form. Think of stationery as your 'theme', since it doesn't typically contain copy for you to modify. Custom stationery can be created but this task is best suited for web designers. Custom stationery can be used to house your custom style-sheets. It can also be applied to your template, and combining these two elements allows for substantial flexibility within the email composer.

Your template becomes a starting point for creating new draft email messages. For example, if I create a template that contains the sentence:

'Dear { { First Name } }, Thank you for your interest in { { Product } }'

and I click New Message and start from this template, the message that I have just created is a different message than that template and is a new, unsaved draft. If I change the text, it will not edit the template. If you wish to change your template's content, choose Edit in the Template section.

To access your templates library, navigate to Content Email Templates.

  • Here, you will notice that there is a small library of Stock Templates as well as My Templates.
  • My Templates can be created and removed as you would like, and Stock Templates cannot be removed or edited -- they merely provide some popular starting points. See the article Using the Templates Listing for further information on this topic.
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