How to Create & Manage Drafts and Templates

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 In this article you will learn:

    1. The difference between Drafts & Templates
    2. How to create and manage them

 

What are Drafts and Templates?

Although similar, drafts and templates have two unique functions.

  • Drafts are a one-time send, containing all of the content that the final email will include. This is a 'working document' that will be prepared for send
  • Templates are the 'framework' for a newsletter that is yet to be filled with content. The aim of these are to save you time and allow you to focus on the content.

 

Using Drafts

 

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Creating a draft from scratch

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Step 1: Log in to your Bananatag dashboard and click on Create at the top

Step 2: Click New Draft

Step 3: Choose Email Designer 3.0 to build in the the HTML designer

Step 4: Click From Scratch

Step 5: Enter a name for the draft - this is not a subject line, this is for you to identify it

Step 6: Done! You will now be working on an all-new draft.

 

Creating a draft from a template

Creating_Drafts_from_Templates.gif

Step 1: Log in to your Bananatag dashboard and click on Create at the top

Step 2: Click New Draft

Step 3: Choose Email Designer 3.0 to build in the HTML designer

Step 4: Select the template you'd like to base your draft from. You can either click Your Drafts on the far left, or use on of our pre-built ones by selecting Template Library

Step 5: Enter a name for the draft - this is not a subject line, this is for you to identify it

Step 6: Done! You will now be working on an all-new draft. It will automatically save any changes you make every 30 seconds or so.


Using Templates

 

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Creating Templates

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Step 1: Create a new draft following the instructions above
 
Step 2: Once in the email designer, click the Save as template button on the top ribbon
 
Step 3: Name your template and choose a folder you'd like to keep it in
 
Step 4: Done! You will now be able to create drafts based on this new template

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