How to create an email template

Cymbal doesn’t currently offer traditional email templates, but you can easily create reusable templates by duplicating campaigns.

Steps to Create a Template

  1. Go to the Email tab.

  2. Create a new campaign or select an existing campaign you’d like to use as a “template.”

  3. Name the campaign and add “Template” to the name so you can identify it later.

  4. Once finished, click Back. The campaign will be saved as a Draft.

Using Your Template

When you want to reuse it:

  1. Open the Email tab.

  2. Select your draft “Template” campaign.

  3. Click Duplicate in the left, bottom panel.

This will create a new campaign with the same style and structure as your template, ready for edits and sending.

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