In this article you will learn:
- The difference between Drafts & Templates
- 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
Creating a draft from scratch
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
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.
Step 1: Log in to your Bananatag dashboard
Step 2: Click Create at the top
Step 3: Locate the draft you'd like to edit, and click on it.
Step 4: You will be given the chance to rename the draft if you desire. Once done, click Next
Step 5: You are now editing the draft! Make sure you click the save button at the top to retain your changes.
Step 1: Log in to your Bananatag Dashboard
Step 2: Click Create at the top
Step 3: Hover over the draft you'd like to share, click the three dots and then Share Draft
Step 4: Locate the users or groups you'd like to share the draft with and click Invite
Step 5: Set their permission level by clicking on the drop-down menu that appears
Step 6: You can un-share a draft by clicking on the red dot
Step 1: Log in to the Bananatag dashboard
Step 2: Click on Create at the top
Step 3: Locate the draft you'd like to delete, and click the three dots
Step 4: Click Delete and then again when the confirmation box appears
Step 5: Done!
Using Templates
Creating Templates
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
Step 1: Log in to your Bananatag dashboard and click on Create at the top
Step 2: Click on Templates
Step 3: Locate the template you'd like to edit and click Edit Template
Step 4: A new page will appear where you can rename or move the template. Make the desired changes and click Next
Step 5: Make your edits and click the Save icon to retain your changes
Sharing Templates
Templates can be shared in a similar way to drafts, but there are two significant differences:
- Individual templates cannot be shared; only folders
- Templates can only be shared to user groups. To learn more about setting up groups, click here.
Step 1: Log in to your Bananatag Dashboard
Step 2: Click on Create and ensure you are on the Templates tab
Step 3: Locate the template folder you'd like to share, click the three dots and then Share Folder
Step 4: Find the group you'd like to share with and click Invite
Step 5: Set their permission level by clicking on the drop-down menu that appears
Step 6: You can un-share a folder by clicking on the red dot
Deactivating Templates
To avoid losing all your hard work, templates cannot be deleted. However, they can be 'deactivated' and hidden from view.
Step 1: Log in to your Bananatag Dashboard
Step 2: Click on Create and ensure you are on the Templates tab
Step 3: Locate the template you'd like to deactivate and hover over it
Step 4: Click the 'eye' icon to deactivate it.
If you'd like to view your deactivated templates, click on the View button and select 'All' or 'Inactive'
