Working with custom templates in BEE Pro
This article applies to all BEE Pro plans. However, some features may be limited or unavailable on the Free plan.
In BEE Pro you can create templates from scratch or from a previously saved design. You can create separate templates for emails and pages. Templates help you start new emails with a predefined layout or common elements, keeping your email list clean and focused.
You'll find the templates section in the navigation bar, it will display your saved templates first:
In the Library section, on the top of it, you can search through keywords or tags. You also have a chance to create a new template. If you are using a Free plan, keep in mind that you can only store three custom templates at a time.
When you create a new template you can decide whether to create it for an email or a page:
When you select some elements from each category, you will be able to see the results straight away. The selection filters work with the operator OR. If you are searching through keywords, the search will be done with the operator AND.
After you saved the template you can edit the template from the three dots menu:
- View the template details, to get a bigger preview and edit the name, description or tags.
- Copy the template, to duplicate it in a selected workspace (multiple workspaces are available in the Enterprise plan. Free and Team subscriptions will just see one option as a destination).
- Delete it, if you don't need it anymore.
It's currently not possible to export templates from the Library tab in your BEE Pro account. We certainly understand that this can be confusing. You might actually be creating what, for you, is indeed a "template" (e.g. a template to use in a CRM system, an email marketing platform, etc.) So... we may change this in the future.
For now, if you are looking to export a template, the suggested workflow is to use the template to create a new email (or page), and export that design. Keep reading to find out how to create a new design from a template.
Creating an email from a Template
When you choose to create a new design, you will be prompted to select a template for an email or a page.
Your template can be one of our default designs - under Template catalog - or one of your saved templates - located under My templates.
When you mouse over any of the templates, you can either select it by clicking on Start designing or use the Preview feature to take a closer look.
Creating a New Template
You can create a new template by clicking on Create a new template from within the Library. Alternatively, you can select Create a template from the details page (that's the page that is displayed after you save an email or when you click on View details from the design list).
This feature is not available in the Free BEE Pro plan.
You can decide if default templates are available or not during the design creation process. This option is useful to keep your work focused or force other users to use a specific set of templates.
To configure it, go to your workspace settings page and scroll down to the Templates catalog section:
The Enterprise plan gives you the ability to set a different template option for each workspace.
If you have any questions, feel free to contact us.