Working with custom templates in BEE Pro
In BEE Pro you can create templates from scratch or from a previously saved message. Templates help you start new messages with a predefined layout or common elements, keeping your message list clean and focused.
You'll find the templates section in the navigation bar:
In the Library section, on the left side, you have the Category section. You can search through keywords or select a specific category. You also have a chance to start from scratch.
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 and from the dropdown 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 brand (multi brands is available in the Agency plan. Freelance 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, or 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 message, and export that message. Keep reading to find out how to create a new message from a template.
Creating a Message from a Template
When you choose to create a new message, you will be prompted to select a template. 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 template section, or by selecting Create a template from the message details page (that's the page that is displayed after you save a message or when you click on View details from the Messages page).
You can decide if default templates are available or not during the message 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 brand settings page and scroll down to the Templates settings section:
This option is only available for Team and Agency subscriptions. The Agency plan gives you the ability to set a different template option for each brand.