Rename and Save the email templates

Rename and Save the email templates

In this video, we'll remind you how to rename your email template and save it so that you can access it within the automation and workflow.

How to Rename and Save the Email Templates: A Step-by-Step Guide

Steps:

1. Rename First Email:

   • Ensure the first email in your sequence is named appropriately.

   • The recommended format is "Lead Magnet - [Name of Lead Magnet] #1".

   • Click "Save" after renaming.
     
     

2. Edit Second Email:

   • Change the background color of the second email if desired.

   • Replace the email header image with a pre-saved version from your media library.
     
     

3. Personalize Second Email:

   • Update the merge tag within the email body to display the recipient's first name (e.g., "Hi [Contact First Name]").

   • Ensure the link embedded in the text directs users to your lead magnet download location (e.g., Google Drive or Dropbox link).
     
     

4. Review and Edit Second Email Content:

   • Briefly remind users about the lead magnet and its importance.

   • Include your name and social media links at the bottom.

   • Double-check all content for accuracy.
     
     

5. Rename Second Email and Save:

   • Rename the second email following the same format as the first (e.g., "Lead Magnet - [Name of Lead Magnet] #2").

   • Click "Save" to finalize changes.
     
     

6. Optional: Delete "Unsubscribe" Section:

   • Depending on your platform version, you may need to delete an unnecessary "Unsubscribe" section.