How To Save A Template In Pardot

09 February When Email Templates in Pardot Aren't Templates

Posted at 16:16h in Pardot 0 Comments

I have always establish the topics of email templates and emails in Pardot really disruptive. If you're new to Pardot you might too be trying to make sense of information technology. It all comes down to how you plan to send an e-mail.

How You Expect Email Templates to Work

At that place are multiple ways to send an electronic mail in Pardot. You tin can practice so manually or in an automated manner. Sending emails manually, or on a one-off ground in Pardot is chosen a Listing Email. To create an email to ship manually you tin navigate to:

Marketing –> Emails–>Draft

In the Salesforce Lightning Pardot app the navigation is Pardot E-mail–>Drafts.

From here y'all can click the New List Email button. Piece of cake enough.

As part of this process you name your List Email and. associate it to a Campaign (this is relevant for reporting opens/clicks and ROI). In the next step you take the option to use an electronic mail template for your email. You lot might choose not to leverage a template (if this is the case you tin can merely click skip). All the same, if y'all desire a head showtime you lot might choose a template as part of this step. This template might exist a standard letter caput. Choose the template and click utilise.

From here you end up in the WYSIWG e-mail editor. Here you tin fill in copy and finish building out your electronic mail template into a full fledged e-mail. Depending on the email you lot might also need to update who the email is being sent from, and the reply to accost. Your email template will take these pre-prepare, but you might need to modify them.

When an Email Template is, in fact, a Template

If you wanted to utilise an email template equally a starting indicate in the section above for a Listing E-mail y'all would need to create an email template. This is a pretty direct-forward process. Navigate to:

Marketing–>Emails–>Templates–>Add Electronic mail Template

In the Salesforce Lightning Pardot app the navigation is Pardot E-mail–>Templates.

At this point you need to name your e-mail template and relate it to a Campaign. Related a template to a Campaign doesn't make a ton of sense, just stick with me, and nosotros'll discuss later.

Click save. Now you can cull which Layout y'all want to utilize to assist build your template. You can search or scroll. The layouts that have "Dynamic" in their proper noun look really dainty across devices, including mobile. Click Apply.

At present you end upwardly in the WYSIWYG email template editor. The editor is pretty much the same equally the email editor. The main difference is the in the Sending footstep you won't take the choice to send the electronic mail to a List. You lot tin only "publish" the email template. If y'all're using the email template every bit it'southward namesake you might might a few tweaks to the information technology such every bit adding your visitor logo in the head, and address and social media icons in the footer. When you're ready publish your email template.

When an Email Template is a Misnomer

You might take noticed when creating an email template that yous had an option to select what types of electronic mail sends that the template is available for.

If you want your template to exist able to send every bit a Listing Email then you lot demand to check the List emails box. Notice that you can as well use an email template equally an Autoresponder e-mail and an Engagement Program email.

Autoresponders are emails that become sent to folks who fill out your grade via a completion activity.

Note in the image to a higher place it says "Choose a(n) Email Template". The fact of the matter is you are choosing an "Email Template" and that "template" will exist sent to the person who completes this class. By definition it'due south non a template, but Pardot says it is–and hence the confusion.

The key here is that y'all will only exist able to cull an E-mail Template that you have the Autoresponder emails checkbox checked for.

Similar situation for Date Programs where y'all leverage the ship email action. You lot select an email template .

Concluding, you can utilize Automation Rules to send emails. However, yous'll note that Automation Rule wasn't a checkbox in the "Available for". All "Email Templates" will be available for use here, including actual templates which y'all'll want to avoid selecting or sending to any Prospects when using Automation Rules to transport emails.

Some Parting Words of Advice

Leverage the "Bachelor for" in your email template every bit much equally possible. Simply make true email templates available for Listing Emails.
Unless of grade you lot demand to ship an e-mail that you are using in an Engagement Program or Automation Rule, on a one off basis. In that state of affairs, using naming conventions and folders go actually important considering you may accidentally delete your List Email or E-mail Template thinking they are duplicates.
For other email (templates) you are sending via Engagement Studio, Autoresponders, and Automation Rules make sure that Listing emails in unchecked. Information technology will brand it easier to find your actual e-mail template when building and sending a List Email.