How to create and use Snov.io templates

Have you ever found yourself writing the same email or building the same campaign again and again? Snov.io Templates will help you save time, stay consistent and increase productivity by offering a variety of email and campaign templates for multiple purposes, as well as an option to create and save your own templates.

Outline

Email templates:
How to create an email template
How to use an email template
Campaign templates:
How to create a campaign template
How to use a campaign template
How to edit an email or drip campaign template

How to create an email template

There are two ways to create and save email templates in Snov.io:

Method 1.
On the campaign builder page, write the subject line and the email copy that you want to save and use in future drip campaigns. At the bottom of the email window, click Save as a template button.

Method 2.
To create an email template from the Snov.io Drip Campaigns tab, navigate to the Templates section.

Сlick Create an email template button.

A pop-up window will appear where you’ll be able to create your email template. Please, choose the folder for the new template or create a new folder. Name your template, fill in the subject line, and create the email body.

In your template, you have an option to add any personalization and customization, insert links, etc. Please note that you can not save attachments with the template.

When you’re ready, save your template by clicking Save.

How to use an email template

To use the template you’ve created and saved, start a new email and click the Use a template button to select the template you need for the campaign.

How to create a campaign template

Besides email templates, you can also create templates of complete campaigns, with set emails, triggers, delays, and schedules. There are a few ways to create and save campaign templates:

Method 1.
If you want to save one of the previously used campaigns as a template, you can navigate to campaign options and select the option Save as a template.

Method 2.
You can also create a drip campaign template from the Templates window in the Email Drip Campaigns tab.

Navigate to the Campaign templates section and click the Create a campaign template button.

Create a campaign that you want to save as a template, enter all the necessary data into the blocks, and click Save as a campaign template button.

In the pop-up window, choose the folder for your new drip campaign template and fill in the name of the template. Click Save.

How to use a campaign template

To use a campaign template, please click on the drop-down icon next to the New drip campaign button and choose the Create from template option.

Select the template you want to use and click the Create button to start editing a new campaign based on this template.

How to edit an email or drip campaign template

If you want to edit one of your templates, navigate to the Templates section and choose the template you want to edit, Email or Campaign, from the folder. Сlick the edit icon next to the template you want to edit. Make the necessary changes and click Save.

Happy sending!

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