Email Library – Adding Templates to Email Library

1. Feature Overview

Create reusable email templates for one-to-one emails and email campaigns on the Email Library page. You can view and edit these templates on the same page. You can also import any sample email templates you already have. The flow of the email template editor is the same as the email campaign editor.

2. Prerequisite

You must be the Administrator or the Marketing User of your account.

3. Add Email Templates

Navigate to Content>Email Library and click Add Email Template.  You can select the type of Email Template you want to add on the Add Email Template pop-up window.

• Use Visual Designer – You can design your email template from scratch through this option. To know more about designing templates, see How to Design Emails in LeadSquared and Email Campaign Editor (BEE Editor).
• Use Rich-Text Editor – You can create a template using LeadSquared’s standard rich-text editor. You can select this option to send simple messages with attached images and files.
• Paste your HTML – You can use your own HTML template by pasting it in this section. To know more, see HTML Editor and Use your own Custom HTML to design Email Template.
• Use Plain-Text Editor – You can draft simple messages with high deliverability through this option. However, you cannot add images or text formatting in this template.

Once you’re done designing your email template, you can save it as a draft by clicking on Save or publish it immediately by clicking on Save and Publish.

4. Other Actions

• To import sample templates to the Email Library page, under LeadSquared Templates, click Import Sample Templates.
• To edit your HTML or text signature, under Related Settings, click Signature.
• Alongside the email template name, if you hover your cursor over , you can view all the tags associated with the template. You can also add new tags or delete tags here. The Manage Tags action can also be used to perform the same.
• To view these row actions, alongside the template, click –
  • Publish – Publish the email templates in draft status.
  • Unpublish – Unpublish email templates.
  • Edit – Edit email templates.
  • Delete – Delete email templates.
  • Preview – Preview email templates

5. Send One to One Emails Using Templates

Send one-to-one emails using the templates available in the Email Library –

1. Navigate to Leads>Manage Leads.
2. Click  and select Send Email.
3. Click the Use Email from Library dropdown and select a template. Alternatively, you can enter the name of the template in the dropdown box.
4. Make relevant changes and click Send.

6. Send Email Campaigns Using Templates

1. Navigate to Marketing>Email Campaigns and click Create Email Campaign.
2. Enter the Email Campaign name and select how you would like to create the email – using email templates (visual designer) or using the Html Editor.

6.1 Using Visual Designer

1. On step 1 of creating an email campaign, select Use Email Template.
2. You can now view all the published visual designer templates. Select one and click Next.
3. On the visual designer, you can customize your template and send it to your leads.
4. To use another template, click the Use Template from Library dropdown and select a template.
5. To save the customized email as a template, click Save as Template.
6. To download the template, click Download Template.
7. To upload a template from your device, click .

6.2 Using HTML Editor

1. On step 1 of creating an email campaign, select Use HTML.
2. Select an HTML Editor and click Next.
   • If you want to write your own HTML code and add rich text content (like coloured text, bold text, headings, etc.), select Use Rich-Text editor.
   • If you have a pre-written or third-party HTML code for the email, you can directly paste it into the editor by selecting the Paste your HTML option. This option is chosen in the gif shown below.
   • If you want to create a simple text email campaign without images and attachments, select Use Plain-Text editor.
3. Once you can view the editor, click the Use Email from Library dropdown.
4. Customise the template and send it to your leads.