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Shortcuts Marketing Plus - How to Create a copy of Template and save as your own
Creating and reusing templates in Set & Forget Marketing can save time and ensure consistency across your campaigns. This guide walks you through the steps to create a copy of an existing template, make adjustments, and prepare it for your next campaign.
Benefits of Copying Templates
- Saves Time: Reuse existing templates instead of starting from scratch.
- Ensures Consistency: Maintain a uniform design and branding across all templates.
Step-by-Step Guide
1. Access the Template Library
- Log into your Certain Forget Marketing account.
- Navigate to the Template Library.
2. Select and Copy a Template
- Choose the relevant category and locate the template you wish to copy.
- Click Edit on the desired template.
- Scroll to the bottom of the page and select Create a Copy.
- Confirm by clicking OK. A message will confirm the copy has been successfully saved.
3. Rename and Customize the Template
- Rename the template to differentiate it from the original.
- Make any desired changes to the design or content.
- Click Save to preserve your updates.
4. Access Your Templates
- Navigate back to the relevant category in the Template Library.
- You will see both the original template and the new copy listed.
5. Use the Template for Campaigns
- Once satisfied with the template, click Use This Template to create your campaign.