Email templates and saved rows

Attentive offers email templates and saved rows. These are customizable components that streamline email creation by allowing you to create and re-use pre-designed emails or specific sections of emails, like footers and headers.

Create email templates

Attentive provides a suite of prebuilt email templates that you can use to more quickly build and send email messages. Each template is based on our best practices, and you can further customize our templates with your copy, discounts, and multimedia. You can also create your own templates from scratch and save email drafts as templates.

To create, manage, copy, or delete email templates, go to the Email templates page.

Create a new email template

Follow these steps to create a new email template:

1. Go to Email Templates.
2. At the top-right corner, click Create template.
   The Select an email template page opens.
3. On the Select an email template page, choose an existing template as a starting point. The template editor opens.
4. Create your new template in the template editor. The design blocks and tools available are largely the same as those available in the email editor. For more information, see Design your email. Consider including personalizations, adding saved rows, and incorporating some of Attentive’s best practices.
5. Click Preview to see a preview in desktop and mobile formats. Click X to leave the preview.
6. When you’re finished designing your template, click Save template. Enter an internal-facing name for the template, then click Save again.

Save an email campaign message as a template

When you create an email campaign message, you have the option to save the configurations to your templates for future use.

1. Create and design a new email campaign message.
2. Click the three dots at the top-right corner of the editor, then click Save as template.
3. Enter an internal-facing name for the template, then click Save.

Save an email journey message as a template

1. Click on an existing email step in a journey.
2. Towards the bottom of the Send email panel, click Edit Content in the email preview.
   
3. Make changes to the design of your email message as needed..
4. Click the three dots at the top-right corner of the editor; then click Save as template.
5. Enter an internal-facing name for the template; then click Save.

Create Saved Rows on the Email Templates page

In addition to saving rows in the email editor, you can create and manage saved rows on the Email Templates page. Saved rows allow you to design and manage sections of emails—like headers, footers, or promotional spaces—that you can add to multiple emails. For example, you can create a saved footer row that includes all of your company’s contact information. By using a saved footer, you can quickly add this information to your emails and ensure this information is consistent across all of your emails.

Create a saved row

Follow these steps to create a saved row from the Email Templates page:

1. Go to Email Templates and click the Rows tab.
2. Click Create row.
3. An editor similar to the one you use to design emails appears. Design your new row in the row editor. For more information about adding and editing content, see Design your email.
   
   Note: The design blocks available are largely the same as those available in the email editor. The Rows tab, however, is unavailable because you can only edit one row at a time in the row editor.
4. Click Save row. The Save row pop-up appears.
   
5. In the Save row pop-up, complete the following:
   
   • Enter a row Name.
   • Select a Category. Keep in mind that the Category determines where you can find the row in the email editor when you add a row to an email.
   • Choose the Standard row Type. If you’d like to create a synced row instead, see Create and use synced rows.
6. Click Save.

After you’ve saved your new row, you can add it to an email by following these steps. You can also save a row while designing an email.

View, modify, copy, or delete a saved row

You can modify saved and synced rows from the Rows tab on the Email Templates page.

1. Go to Email Templates and click the Rows tab.
2. Click the three dots next to the name of the row you want to modify.
   
   

   Choose one of the following options:

   • Preview: See a preview of the saved row. In addition to previews of the row as it would appear on desktop or mobile devices, you can also see the row’s category. Click the Edit row button on the preview page to make changes.
   • Edit: Opens the row editor. For more information about using the row editor, see Create a saved row above.
   • Make a copy: Make a copy of the row. After you save it, you can find and modify the newly copied row on the Rows tab of the Email Templates page.
   • Rename: Rename the saved row.
   • Move to a different category: Change the row’s category. This affects where you can find saved rows in the email editor.
   • Delete: Delete the row.