Working with custom templates in BEE Pro

In BEE Pro you can create templates from scratch or a previously saved message. Templates help you start new messages with a predefined layout or common elements, keeping your message list clean and focused.

Templates management

You'll find the templates section in the navigation bar:

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The templates section is similar to the message list: you can create a new template, search an existing template, change the list order or filter using any of the available tags.

Each template will display on a card with the name, description, and tags:

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The drop-down menu will allow you to:

  • Edit the template, opening it in the BEE editor.
  • 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 & Team subscriptions will just see one option as a destination).
  • Delete it, if you don't need it anymore.

Creating a message from a template

When you choose to create a new message, you will be prompted to select a template, which can be one of our default designs - under Default templates - or one of your saved templates - located under My templates.

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When you mouse over any of the templates, you can either select it by clicking on Use this template or use the Preview feature to take a closer look.

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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).

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Template settings

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 search the Templates settings section:

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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.

 

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Comments

  • Avatar
    David MOLE

    Where is the navigaton BELOW my image to the bottom of my TEMPLATE? UX ELEMENTOR BUILDER is intuitive.

  • Avatar
    Matteo Mazzolari

    Hi David, thanks for your comment! Can you please provide more information about your concern?

  • Avatar
    Katlyn Bradley

    How do you find the code for your templates?

  • Avatar
    Matteo Mazzolari

    Let me just briefly explain the issue that you likely ran into: you can export messages in many ways (here is a summary), but not templates... until they become a message.

    This is because templates in BEE Pro are meant to act as models/layouts to start from & speed up the creation of a new email, not as "ready-to-export" emails.

    We certainly understand that this can be confusing because you might actually be creating a "template" for your own use (e.g. a template to use in a CRM system, or an email marketing platform, etc.). So... we may very well change this in the future. For now, the workflow to export a template from BEE Pro is as follows:

    1. navigate to a Project
    2. click to create a new message
    3. select any template to start from
    4. edit the message, if needed
    5. save it

    you now have a "message" that was created from that "template"
    now you can export it in a variety of ways, as described here

    Sorry again for the confusing user experience.