One shared library. The Campaign Type toggles decide whether a template appears in Campaigns, Workflows or the Emails tab.
Write it once, send it many times. Your email templates are a single shared library — not a Campaign feature that Workflows happen to borrow.
This guide covers building a template, the greeting that personalises itself, and the setting at the bottom of the form that decides where the template can actually be used.
Three doors, one library: Campaign Management › Email Campaigns › Templates, Workflow Management › Templates, or User Settings › Campaign Settings › Email Templates.
The list shows every template with its Campaign Type, and a filter at the top to narrow by it.
Name it for the dropdown you will meet it in a year from now. “Welcome — new Client” beats “Template 4”.
This is the line people decide on. It is worth more of your time than the body.
Hello (first name), is already there and fills itself in for each person, so one template greets everybody properly.
Type it, or dictate it. Keep it to what one person would actually say to another.
It appends to every send of this template. See Signatures, Disclaimers and bcc.
At the bottom of the form sit three toggles: Database (Emails Tab), Email Campaign and Workflow Automation.
These are not categories for tidiness. They decide which dropdowns this template appears in. Switch on the places it belongs and leave the rest off.
If a template is ever missing from a list, this is why — nine times out of ten.
One template, several destinations. A good welcome email is just as useful fired from a Workflow as sent by hand. Tick both.
Do not tick everything by reflex. A template that appears in every dropdown makes all three lists harder to use.
Name by purpose, not by channel. The Campaign Type already records where it goes.
Write for one reader. The greeting personalises; the tone should match. “Dear valued client” undoes the effect.
Deactivate rather than delete. Old templates are a record of what you sent.
Templates feed three parts of the program at once: the Emails tab on a record, an Email Campaign, and a Workflow. Write a good one and all three improve.
The signature attached here is the sign-off; the Campaign decides the audience. Three separate jobs, deliberately kept apart.
My template is not in the dropdown. Check its Campaign Type includes that destination, and that it is Active.
The greeting did not fill in. It uses the first name on the record. A record with no first name has nothing to insert.
The signature is missing. Either none was chosen on the template, or no default is set for that destination.
I edited a template and expected an old email to change. It will not — sent email is a record of what went out. New sends use the new wording.
I cannot find the Templates menu. Try User Settings › Campaign Settings › Email Templates. It is the same list.
One. Three menu paths lead to the same list.
It decides which dropdowns the template appears in — the Emails tab, Email Campaigns, Workflows, or any combination.
Yes. Tick both.
Yes — any Database Type with a first name on the record.
Yes, the same as any other note field in Internoodle.
As many as you need. The Campaign Type filter on the list keeps it navigable.
Write it once, send it many times. This is your template library, and it is shared. The same template can go out from an Email Campaign, from a Workflow, or from the Emails tab on somebody’s record. Which is why you can reach it from three places in the menu. Campaign Management, Workflow Management, and User Settings.
Add Template. Give it a name you will recognise in a dropdown a year from now. Then the Subject. That is the line people decide on, so spend a moment on it.
Hello, first name, is already there. It fills itself in for each person, so one template greets everybody properly. Then the body. Write it, or dictate it. Pick a Default Email Signature and it appends to every send.
Now the part at the bottom that decides everything. Campaign Type. Database Emails Tab, Email Campaign, and Workflow Automation. These are not categories. They decide which dropdowns this template turns up in.
Turn on the ones where it belongs. If a template is missing from a list later, this is why. Submit, and it is ready everywhere you switched it on.
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