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.