Creating a Campaign From a Template

Step by step

Your first campaign in five clicks

Click Search at the top of your screen and type Email Builder, then open it and click the Campaigns tab. You will have a real campaign in your list in minutes.

1

Click New

Click New, then choose Email Marketing Templates. A library of designs opens.

2

Browse and preview

Scroll through the designs and click one to see it bigger. Look at the layout, not the colors or sample pictures. You can swap those in seconds.

3

Continue

When one fits how you will tell your story, click Continue.

4

Name it

Use a name you will recognize in six months, like Fall Sale Announcement. Your contacts never see this name.

5

Open and Save

Your campaign opens in the builder. You do not have to change anything yet. Just click Save so your work is kept.

Other ways to start

Three starting points

A template is the fastest way, but it is not the only door.

🎨

Template

Best for most people. Layout, spacing, and buttons are already in place.

⬜

Blank

A clean canvas for when you have a very specific idea in mind.

💻

HTML code

Choose the blank option, then look for the Code Editor choice. Paste your code and see a preview.

⏪

Version History

On the Campaigns list, open the three dots and look for See Version History to find an earlier version.

Key terms

Definitions

Tap any term to expand it.

The editing screen where you change the design and words of an email.

A starting option that gives you an empty page to build on.

An editing choice where you paste or write your own HTML email code.

A list of earlier saved versions you can look at if you change your mind.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Make a campaign from any template and name it clearly.

Click Save, then find your new campaign on the Campaigns list.

Open the three dots on your campaign and look for See Version History.

⚡ Tips

Choose by layout, since structure is the hard part to change later.
A clear name finds last spring's email in ten seconds instead of ten minutes.
If you are newer to this, stay with a template. It is faster and looks polished.
Do not send anything yet. Building is safe, and sending comes later.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

When browsing the template library, what should you look at first?

Who sees the name you give your campaign?

Which option gives you an empty page to build from?

Look for See ____ History in the three-dot menu to find an earlier version.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🏷️ Name my campaigns

You are an email organization helper helping me name my campaigns so I can find them later. My context: - [my business] - [the kinds of emails I send] - [how often I send them] Give me: - Eight campaign name ideas in one clear pattern - A short rule I can follow every time - Two names that are too vague, and a fix for each Keep each name under six words with no jargon. Finish by asking me: "Which naming pattern feels easiest for me to keep using?"

🎨 Pick a template layout

You are an email design helper helping me choose a template layout. My context: - [what my email is about] - [how many pictures or buttons I want] - [how long my message is] Give me: - The layout style that fits, such as image on top or mostly text - Why that structure works for my message - What I can change easily and what is harder to change Focus on layout and structure, not colors. Finish by asking me: "What is the one thing I most want readers to click?"