Creating Simple Send Templates

The simple send template provides a streamlined process for creating a mailing.

To create a simple send template:

1. Open the send tab from the main menu.

2. Select the simple send tab from the mailings menu.

3. Press the + New Template button to open the create template window.

4. Select a campaign from the dropdown list.

5. Give your template a title that will allow you to easily recognise it when creating a simple send mailing.

6. If the template is to be used for a single brand, select the brand. If you do not select a brand for the template, you will need to select the brand for each mailing using the template.

7. Press the create button to save your template and proceed to the mailing workflow.

   Tip: you can also clone a previously created mailing to use as a starting point. Hover over the actions column of any draft, template or deployed mailing and select the copy icon.

   When you enter the mailing workflow you will begin on the general tab. This tab displays the information entered when creating the template.

   If you need to make changes, press the apply changes button to save and validate your changes.

   Before you can use the template, you must enable it. To enable a template, you must first:

   • Define a target.

   • Add content.

   • Run a render test.

   • Set schedule options.

   • Define responses and results.

   When you have completed these steps, you can go to the preview and send tab and enable your template. Enabled templates will appear in the dropdown options for simple send when creating a new mailing.

   Tip: if you exit the template without completing the setup, you can return to the workflow page by hovering over the actions column in the simple send table and pressing the edit icon.