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FunnelKit Automations


Templates are a great way to build an efficient email workflow. You can save your email as a template and use it over and over again, with minimal customization needed.

These templates can be used directly when designing a Broadcast, Automations, or Forms (when lead notifications are enabled).

This comes in handy especially when you are creating an email Broadcast campaign with very little time to spare.

How to Create a Template?

Let’s see how you can create these templates in FunnelKit Automations: 

Step 1: Add a New Template

First, go to Campaigns > Templates in FunnelKit Automations.

go to Campaigns > Templates

Then, click on Add New.

Add new template

Name the template and click on Add.

Name your template

Now, let's edit our email template.

Step 2: Enter your email and subject line

On the next screen, enter the email’s subject line and preview text.

Enter your email and subject line

Step 3: Choose your template type

Next, choose if you want to design the email copy in text or HTML. You can even use FunnelKit Automations’s Drag&Drop email builder to create the email.

Choose your template type

Here we chose the Visual Builder.

Click on Start to open the Launch Editor tool and start creating your email.

How to Save a Template?

Once you're satisfied with your design, click on Save.

Save a Template

It'll prompt the message as "Saved successfully" on the bottom right of your screen.

You can now close this window by clicking on ‘X’.

Well done! Your email template has been successfully saved.

How to Use a Saved Template?

You can use your saved email template when creating Automations, Broadcasts, and Forms in FunnelKit Automations.

Using a template within Automation

When creating a send email action within automation, you can click on My Templates to use your saved templates.

Using a template within Automation

You'll be able to see different saved templates. Click on Apply next to the template you want to import.

See different saved templates

Now, you can use this template to set your automation.

Using a template within Broadcasts

When composing your email on the Content step of broadcasts, click on Templates to import your email template.

Using a template within Broadcasts

Now, you can select the template you want to use.

Using a template within Forms

When you are sending confirm subscription emails to new subscribers, you can use your template by clicking on My Templates under the lead notification.

Select the template you want to use.

That’s it! That is how you can use your saved templates in FunnelKit Automations.