Guide to Importing Email Templates

Effortlessly import templates from platforms like MailChimp, Active Campaign, or Kajabi to streamline your template management. This feature saves time and boosts efficiency by allowing you to reuse existing templates without recreating them. Follow this guide to optimize your use of this tool.

Note: When importing, the system will generate an HTML-based email template via the code editor.

Step 1: Access the Email Templates Section

Start by navigating to your account’s Email Templates section:

• Go to Marketing > Emails > Templates.

Step 2: Begin the Import Process

• Click on New > Import Email to initiate the process.

Next, select your preferred platform from the dropdown options.

Importing Templates from Different Platforms

Importing from Mailchimp

1. Locate the campaign in the "All Campaigns" section on Mailchimp.

2. Click the dropdown beside Edit/View Report, then select View Email.

3. Copy the campaign URL and paste it into the corresponding field in the CRM.

Important: Only campaigns can be imported. If you want to import a template, you must first convert it into a campaign.

Importing from Active Campaign

1. Log into your Active Campaign account.

2. Navigate to Campaigns > Campaign Templates.

3. Find the template you wish to import and click the gear icon.

4. Select Share, then copy the share link provided.

5. Paste the copied link into the CRM.

Importing from Kajabi

1. Choose Kajabi from the dropdown menu in the import section.

2. Copy the dynamically generated email ID and send the template as a test email or campaign from Kajabi to this email ID.

3. Once sent, click Continue to complete the import.

Step 3: Edit the Imported Template

You can choose to edit your template by enabling the Open Template Builder When Done option. If no immediate edits are required, you can disable this option.

Step 4: Save the Template

Name your template and click Create Template to finalize the process. Enjoy the flexibility of importing and reusing your pre-designed templates for smoother operations!

FAQs

Q: Can multiple templates be imported simultaneously?

• A: No, templates must be imported individually to ensure accurate integration.

Q: Can imported templates be edited?

• A: Yes, enabling the Open Template Builder When Done option will allow immediate editing.

Troubleshooting

• Mailchimp Import Issues: Ensure that the template is converted into a campaign.

• Active Campaign Link Problems: Verify that you copied the correct share link and have the necessary permissions.

• Kajabi Email ID Not Visible: Double-check that you selected Kajabi in the dropdown and refresh the page if needed.

• Template Display Errors: Check the original design for compatibility issues, as some elements may need adjusting.