Viewing Templates: “Browse & Send Campaigns”

You can access email templates with one click from the Dashboard.

1. Click the Browse & Send Campaign! Button in the Quick Actions section on the right side of the screen

2. Browse existing templates on the left side of the screen

If you are ready to send an existing template, visit this article: How do I send a group email to a bunch of people at once?

Creating a New Template

  1. Click the Browse & Send Campaign! Button in the Quick Actions section on the right side of the screen

2. Click the New Email button

3. Type the email that you wish to save as a template

4. Click the blue Save message as template link above the blue Preview button

5. Name and Save your new template

6. Click the white Back arrow in the top left hand corner of the blue bar, if you are not ready to send the message quite yet. The message is already saved, so you’re okay to discard.

7. Find the Your templates section to access your new template!

Modifying an Existing Email Template

  1. Click the Browse & Send Campaign! Button in the Quick Actions section on the right side of the screen

2. Identify the template you’d like to modify

3. Click the blue Choose this template button below the template preview pane

4. Click the blue Edit Email link

5. Modify the content of the email template

6. Click the blue Save message as template link above the blue Preview button

7. Click the Save over existing template option

8. Click the blue Save button

The email is now saved. Continue to send the email or discard for later use.

Additional Information


Tip: If you include this text with brackets:  {{first name}}
Levitate will automatically insert the first name of every person the email is sent to.

Note: If you would like to make sure all the employee users in your account can view and select the template, make sure to select the checkbox in the bottom right for "Shared".

Related Articles

Create a New Email Template

Modify an Existing Template

Send a Group Email

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