Save as Template

Learn how to use the Save as a template feature in Retainful email editor

The "Save as Template" feature in the Retainful email editor allows you to create and store customized email templates efficiently. You can design your template to include your store logo and brand-specific elements, ensuring a cohesive look across all your automation workflows. Once saved, these templates are easily accessible in the email templates library, helping you save time and simplify the setup of automation workflows.

This guide provides detailed steps to create and save an email template in your Retainful email templates library.

Creating and Saving Email Template

Follow the below steps to create an email template and save it,

1. Login to your Retainful dashboard

2. Go to ‘Automation’ -> Create Workflow or Edit an existing workflow

3. In the workflow builder, click on the ‘Email’ block (If you don’t have an email block, just click the ‘+’ icon and add an Email block to the workflow).

4. 4. Click on the ‘Edit Email Content’ button on the right side.

Edit Email Content

NOTE: When you create and save an abandoned cart recovery email template, it can only be used in abandoned cart recovery workflows. Similarly, a post-purchase email template can only be applied to post-purchase workflows.

Now, you will be redirected to the drag-and-drop email editor.

Drag and drop email editor

You can customize the email template as per your preference. Especially, you may want to upload your logo, edit header texts, and insert social media page links in the respective social media icons at the bottom.

Changing store logo

• Add social media links: Click on the social media icon (for example, Facebook). On the ride side of the panel, you will find the option to enter your store’s Facebook page link.

Adding soical media links

• Edit Email Content: You can just ‘Double click’ on the texts to edit them.

You can use images to reflect a specific set of content (such as text or images) across all email templates in your Retainful account. To do this, simply make the desired changes in a single email template, and these changes will be reflected throughout your account.

Once when you are done editing the email template, you can click on the ‘Save as a template’ button on the top to save the template in the library.

Save as a template

When you click on ‘Save as a template’, a widget will appear. You need to enter a name for the email template and click on the ‘Create’ button to save the email template.

Saving email template

Using a Saved Abandoned Cart Recovery Email Template

Follow these steps to use a saved abandoned cart recovery email template from your Retainful email templates library:

1. Log in to your Retainful dashboard.

2. Navigate to ‘Automation’ -> Create Workflow or Edit an existing workflow.

3. In the workflow builder, click on the ‘Email’ block. (If you don't have an email block, click the ‘+’ icon and add an Email block to the workflow.)

4. In the email editor, click on ‘Change template’ in the top-left corner to access the email templates library.

Change template

This will allow you to select and apply your saved abandoned cart recovery email template to the workflow. Now, click on ‘Your saved templates’ to find your saved email templates. You can select a template of your choice from the library.

Email templates library

You can find the selected email template in the editor. You can customize it as per your needs.