DocuMatix Tutorials: Creating a Template

This is the first post in a new series we will be writing based on feedback from our customers. If you would like to see something specific, please email us at social@documatix.com!

If you find yourself sending the same type of email over and over, make life a little easier by creating a custom template that can be saved and used repeatedly. If you’re familiar with the DocuMatix Email Wizard, you probably already know that we have ready-made templates available for use.

However, you can also design your own template that enables you to add your logo, set up a new layout design and then save it for future use. One of the most frequent questions we get is how to do this– so we present to you our very first tutorial that you can refer to when using the DocuMatix software.

step one

To create an original template, click “Email Campaign” on the home screen. If you prefer to build it from scratch, you can also create a custom HTML campaign by selecting the same thing.

*Note: If you want to make a template from a campaign that has already completed, click on the “Email” tab, next click on the campaign you wish to use, then skip to step 3.

step two

Create a new email that you would like to use as a template. We suggest adding in any logos or images that you know will be used each month and placing text boxes or headlines with filler text so spell check catches it and you won’t accidentally send out an email with the wrong content.

step three

Return to the email tab and find the email you just created or the email you would like to use, click on it and select “copy” from the email menu list. A box will pop up and you can name your new template.

step four

Once it’s created, we suggest making a new folder where you can keep all your custom templates together by choosing “create new” from the drop down menu in the bottom left corner. Move your new template here for easy access.

step five

You’re done! Next time you send emails from a template, remember to copy the original template before creating a replica email and use that one so you don’t mess up your original.

We hope this helps simplify the process for emails you send often, like monthly newsletters or annual news updates. If you have any tips or suggestions about our next tutorial, leave a comment below!

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