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Sending Email keyboard_arrow_right Email Layouts - Editing and Saving Layouts


How to Save Customized Email Layouts

Once you have selected an email layout, it will be inserted into the "Email Body" for further editing. You can then send the email as usual or you can save your email layout before you send it.

This tutorial covers how to save email layouts. If you have not completed the tutorial for "The Basics of Sending a CorpNote Email," please review that information first and then return to this tutorial.

How to Save an Email Layout

Edit the "Email Body" and click "Preview/Save" until your email looks the way you want it to.

  • When you are ready to save a layout, click the 'Save as Layout' button
  • Enter a description for your email layout. Use keywords that will help you search for it later.
  • You will see a preview of your email layout.
  • Click the "Return to your Email" button to continue editing and sending the email.

thumb_up Important Notes

  • Your saved layout can now be found under the "My Layouts" tab of the Layout Library
  • You can preview/insert your layouts in the same way as one you select from the 'Layout Library.' If you need more information on how to do this, view the tutorial for "How to Use Email Layouts"

How to Edit a Saved Email Layout

  • Go to Email > My Layouts and click the 'My Layouts' tab
  • Enter a keyword to find a specific layout and use the drop down menu to sort your layouts by alpha or date
  • Click the magnifying glass to preview the layout
  • On the right, you will see icons for:
    • edit Edit
    • file_copy Copy
    • delete Delete
  • Click the edit icon
  • When you saved an email layout in the tutorial above, the email master styles were also saved with the email layout. These styles are the 'default styles' used when inserting an email layout. You can adjust these styles with the following options.
    • Saved Styles: the master styles that were selected when you created the email layout
    • Current Styles: the master styles of the email you are currently working on or the styles you have set as the default in your account preferences
    • Reverse Current Styles: the reverse of the current email's master styles or your preferences
    • Change Styles: enables you to change the styles to be used for this email layout
  • Click the 'Preview Styles' button to preview the styles in the editor without saving
  • Edit the content of the layout as needed
  • Click 'Save' to save your changes. You will also see a preview of the layout with your changes. Click the 'Edit Layout' button if you wish to continue editing.
  • To revert back to your last saved version of the email layout, click the 'Undo' button to remove all changes you made to the styles and the content
  • Click 'Cancel' to return to the Layout Library

thumb_up Important Notes

  • When you 'save' your email layout, you can return to layouts or insert the layout into your email.
  • If you are "inserting" the layout into an email that already has content:
    • the email layout will be inserted after the existing content
    • the email layout styles will now be the master styles for the email you are working on

Next Tutorial: Layout Builder double_arrow

If you need additional help, please refer to our Help Center or complete our Priority Email Support Form.

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