Adding Your First Template

You’ll need to create or add templates to your account to send email messages. Several templates are available to select and edit, and you can always create your own from scratch.

To add a Template, visit your account’s Connect section (located in the left-hand menu).

Select the Templates option in the left navigation:

Here you will find two tabs. My Templates are templates you have built or added to your account from the Default Templates tab. Default Templates are provided to you by the PodOps team. You can add these to your account to use as-is or edit.

If you are new to Connect, you will find the My Templates tab empty. Select Default Templates to view all available templates:

You will find multiple options on each of the Default Templates:

1. Add: This will add the template to the My Templates tab (your account)
2. Preview: This will open the template in a new tab so you can explore the design
3. Edit: This will launch the editor – allowing you to make changes before saving the template to your account

Once a template has been added to your account (My Templates), it is available to create an email in the Email Campaigns section.