By the end of this guide, you’ll know how to create, add, and use templates in SendX for quicker and more effective campaign execution.
Before You Begin
Ensure you have access to the SendX Dashboard.
Identify the email content or layout you plan to save as a template.
Decide whether you want to use the Drag & Drop Editor or HTML Editor for building your template.
Step-by-Step Instructions
Adding Templates in SendX
Login to your SendX dashboard.
Click on your profile icon in the top-right corner and select Settings.
Navigate to the Templates section.
Click on Add Email Template.
Choose your preferred editor — Drag & Drop or HTML.
Design your email content in the editor.
Once done, give your template a relevant name.
Click Save and Continue.
You can make further edits if needed. All saved templates will appear in the Templates section under Campaigns.
Saving a Campaign as a Template
Go to the Reports section of any completed campaign.
Click Save as Template.
This allows you to reuse content from successful campaigns directly.
Tips & Best Practices
Use templates for frequently sent emails like newsletters, promotions, and updates.
Name templates clearly (e.g., Welcome Email 2025) for easy access later.
Regularly update templates to keep content fresh and relevant.
Test each template for responsiveness before use.
Avoid too much customization within a single template to maintain consistency across campaigns.