Save, update and reuse content (rows)

How many times do you need to reuse content in a different email? How about a footer that you spent time optimizing and want to use everywhere? That's what BEE is about: beautiful emails, fast. So here's another feature to speed up your email design efforts.

Save and reuse footers, headers, and other content

Users of BEE Pro can now save content and use it again later. It's a new feature called Saved rows, and it's available in all BEE Pro plans.

When editing a message in your BEE Pro account, you can now design a custom row (e.g. a header, a footer, a "Product of the Month" section, etc.), save it, and easily reuse it in other email messages or templates, dragging-and-dropping it from the Rows tab by selecting My Saved Rows.

There are many ways you can use Saved rows. Here there are a few options:

• Design a custom footer and use it whenever you need it
• Update your set of templates with just a few clicks
• Split a template into different pieces that can be used in multiple layouts

How it works

1. Find the new icon

You will find a new save icon:

• In the Row actions toolbar.
• In the Row Properties panel shown when selecting a row.

This new icon is available for all rows in any email message or template you have created.

2. Pick a name and save

After clicking on the Save icon, pick a name and a Category for your new saved row, and click on Create to confirm and save it.

3. Reuse your saved row

Once a row has been saved, it becomes available under the Rows tab, listed under its Category, sorted newest to oldest.

4. Update a row 

After clicking on the Save icon, if the row is already saved, you can choose to:

• Save a new version of the row.
• Update the existing row (please note that this choice will not update the row in the templates where it's already used: that's a new feature that we'll work on later this year).
• Update the Category to which the row is assigned

5. Manage your rows 

You can find all your saved rows in the Library section of your BEE Pro account, under My Rows. If you have an Agency account, keep in mind that the Library is available at the Brand level, so you first need to select a Brand to see it. In the Library you will also find your Templates, along with your saved rows.

Under My Rows, you can:

• Filter rows using the search bar at the top left.
• Order your rows using the 'Order by' drop-down.
• See a preview of any row by clicking on it.
• Rename a row and change the Category that it's assigned to by selecting Edit Details.
• Delete the rows no longer in use. Please note that this action will delete the rows from your Library, but it will not delete them in the messages where they are used.

6. Manage row categories (Updated!)

In the Library, you can also manage row categories. This helps you keep rows organized in the Library and make them easier to find in the ROWS tab in the editor sidebar.

For example, if you want to organize a bunch of email footers that you use in different campaigns by storing them in a dedicated category, you can now easily create a new Category clicking on the Add Category button:

Type a name for your category (in this example: Footers), and clicking on Create to confirm and save it.

Your category is now created and shown in the categories list, from where you can edit and/or delete it.

Your new category now exists, but it's still empty. In order to add your footers in the new category, select any saved row and click on Edit Details:

A modal will open which includes a drop-down list that allows you to change the Category:

Click on Update to save your changes.

Now repeat the same steps for each footer you would like to include in the new category. When you're done, you will be able to:

1. Filter your rows (in this case all your footers) by that category in the Library

2. Easily find them in your new category in the editor sidebar

We’re happy to announce that you can now use bulk actions to manage your saved rows in your Library! This new feature allows you to move or delete multiple saved rows simultaneously.

When you hover over the preview of your saved row in your Library, you’ll now notice a checkbox in the upper left-hand corner.

If you click in this box to select the saved row, all the other visible saved rows will also generate this checkmark box for easy access.

Once you’ve selected one of the saved rows, the above options will change to reflect the number of rows you have selected, as well as the options to move and delete. There is no limit on the number of rows you can select at one time. You can also use the purple icon to the left of these options to easily select or deselect all rows.

If you select the move option, you’ll have the option to select a saved row category.

If you select the delete option, you will be asked to confirm this action before proceeding.

7. Manage rows categories order

You can also manage the order of your row categories as they appear the editor sidebar, either from the Library or from the Settings.

For example, if you want to display the 'Headers' category before the 'Footers' category, you can easily do it with the following steps:

From the Library

Open the Category dropdown menu.

 

Click on Categories order at the bottom of the dropdown.

 

 

This will open the following modal.

 

 

You can drag and drop any of the row categories. Move ‘Headers’ before ‘Footers’ and hit the Confirm button to save.

 

Result:

BEFORE	AFTER

From the Settings

Go to Settings and scroll down to the last option, titled Row Categories Order.

Click on the Manage button to open the popup. You can drag and drop the categories in order to move ‘Headers’ above ‘Footers’ and hit the Confirm button to save.

8. Hide a category

You can also manage whether or not a row category is visible in the editor sidebar, from the Library or from the Settings.

For example, if you don't use Hubspot and you want to hide the ‘Hubspot Footer’ category, you can easily do it with the following steps:

From the Library

Open the Categories dropdown menu.

Click on Categories order at the bottom of the dropdown.

This will open the following modal.

Click on the toggle button to switch off the ‘Hubspot Footer' category and hit the Confirm button to save.

Result:

BEFORE	AFTER

From the Settings

Go to Settings and scroll down to the last option, titled Row Categories Order.

Click on the Manage button to open the popup. Click on the toggle button to switch off the ‘Hubspot Footer' category and hit the Confirm button to save.

How User Roles and Permissions Affect this Feature

All users in your BEE Pro account can reuse a saved row, but only Owners, Admins, and Managers can save and manage new rows. For more information read User Roles and Permissions in BEE Pro.

	Owner	Admin	Manager	Editor	Contributor
Save & manage rows
Use saved rows in the editor

Agency Plan Users

For Agency plan users there is a big plus! Saved rows are brand-specific, so when a new row is saved, it becomes available only inside that specific Brand. This means that your Single Brand Users will see only the custom rows for the brand you want to share with them!

What's Coming Next

We're working to enhance Saved rows with lots of additional, useful features, like for example an option to apply the row updates across messages where it's used. So... stay tuned!