The Save Elements feature lets you save frequently used elements within your email designs for easy access and reuse in future templates, saving you time and keeping your emails consistent. Whether you're working on headers, footers, or social icons, it makes building new templates much quicker.
How to Use the Save Elements Feature
Navigate to the Templates section of your Email Marketing tab and open any template by clicking its name.
Hover over an element or section you want to save, such as a header, footer, or image. A save icon will appear near it.
Click the save icon. The element is now saved and ready to use in future templates.
Using Saved Elements
To view your saved elements, find the 'Saved Items' section, where you can rename or delete them as needed.
When creating or editing an email template, click on the 'Saved Items' section to access your previously saved elements.
To add one, drag and drop your chosen element into the new template.
Practical Examples and Use Cases
If you're running a series of campaigns that need a consistent look across all emails, saving your branded header and footer means you can drop them into new templates straight away, without rebuilding them each time. It speeds up the process and keeps your branding on point.
Troubleshooting Tips and FAQs
I saved an element, but it doesn't appear in my 'Saved Items'. What should I do?
Make sure you clicked the save icon successfully, then wait a few moments for the system to update. If it still doesn't appear, try refreshing the page or checking your internet connection.
Can I share saved elements with other users on my team?
At the moment, saved elements are only accessible to the user who created them. Sharing capabilities may vary based on the CRM's updates and settings.
How many elements can I save?
There's no strict limit, but it's worth reviewing your saved elements regularly to keep your 'Saved Items' section tidy and easy to navigate.