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Templates for Marketing - FAQ's

Erin avatar
Written by Erin
Updated over 2 weeks ago

SMS marketing templates

When creating new one-off messages (Marketing > One Off Messages), you may have noticed a 'Load from template' button. This allows you to load pre-written SMS or email templates, saving you time.

To create new SMS templates and have them ready to fire, click Marketing > Marketing Templates > SMS > Click New Template

Name the message (for internal use) > describe it (also internal, optional) > add the message content and Save.

You'll now see this message available when clicking 'Add from template'.

Drag and drop email templates in the Marketing Suite

To create professional looking emails to send to your customers, first make sure you have access to Campaigns by clicking Apps and Integrations > App store > toggling on Email & SMS Marketing Suite.

Drag and drop templates can be used with the following Marketing features: Sequences, One-off messages, and Marketing Templates.

If you know you'll be leveraging the same images and text in many different future messages to your customer base, you'll save the most time by creating your Marketing templates first, then loading these templates later on in Sequences and One-off messages. After loading the template, you can make changes to the text, images or format.

Once you've pulled up a drag and drop form, before adding any content you may want to consider using Blocks. These divide the email into sections that can help you achieve the desired outcome.

Once you're happy with the layout, use the Content tab to start dragging items in.

Use the Body tab to edit text styles / colors / weights as well as background color.

Note that you'll have the option auto-save your work using the checkbox at the bottom.

Remember to start creating in Marketing Templates for easy access later on, using the load from template option.

How to add social media buttons to an email

You can add your social media buttons as images. When adding an image to the email's content, you can choose where customers land when they click the image.

Start by googling an image you'd like to use and download it. A png format works well. Save it to a place where you'll remember how to find it, like your desktop.

Then, in Momence, click Marketing > Marketing Templates > New Template (must be email) > Add content.

On the drag and drop email page, before you add the image, it may help to start by adding a divider (see top right of screenshot below) or another organizational format using blocks (far right in the grey column). This will allow you to pick exactly where you drag the logo to in the email's body.

After you're happy with the structure, drag the image icon to where the social media logo will live. Then click the icon to see your options to upload the logo.

Important: After adding the logo, make sure the logo is selected so you see this light blue outline pictured below. Then, off to the right, scroll (past the Image URL) to the 'Action' section to modify the Image Link's URL. Add your social media's link here.

Pro tip: Use the mobile and desktop icons in the bottom left to preview how this email will look in each format. When you're happy, click 'Use' (bottom right).

Test the link with 'Send test email to'. Choose an email to send it to, open it from the test account's email inbox and click the link to ensure it takes you where it should.

Then, back in Momence, click Save.


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