Where can I use my email template? (Campaigns, Automation, Transactional)

In this article, we will explain how to use and send an email template that you have created in Brevo.

Before you start

To learn more about the differences between the email templates used for email campaigns, automation emails, and transactional emails, check our dedicated articles What are email templates in Brevo?.

Use a template for an email campaign

You can send an email campaign using an email template by creating a new campaign and selecting a saved email template or the design of a recent email campaign you created.

To send an email campaign using an email template:

  1. Go to Marketing > Campaigns > Email.
  2. Click Create campaign and choose Email.
  3. Setup your campaign by adding its name, sender, etc. To learn more, check our dedicated article Create an email campaign.
  4. At the Design step, click Start designing to open the template selection modal.
  5. Search for the email template design you need in the Your emails > Saved templates category that should open by default.
    campaigns_select-email-template_en-us.png
  6. Click Use template to open it. 
  7. If necessary, edit the design of your email template.
  8. Once you are done, schedule the sending of your email campaign.

Use a template in an automation

The use of email templates in an automation works differently based on the editor used. Select the tab that corresponds to the automation editor you're using:

New editorClassic editor

When sending an email from an automation created in the new editor, you can choose to:

  • Create a new message using an existing template or from scratch. This will create a new automation message with a unique ID.
  • Reuse an existing automation message to sync its design and settings across all steps that use it.

You can view the message used in your automation on the Messages page.

aut_messages-page_en-us.png

➡️ To learn more, check our dedicated article Send an email from an automation.

Use a template for a transactional email

You can trigger the sending of a transactional email template using one of the following methods:

  • Via the SMTP API (v3) by using the Send a transactional email call.
  • Via SMTP relay, a method used by many popular plugins to deliver emails created by the plugin using our SMTP platform.
  • When creating a new campaign by selecting the transactional email template during the Design step of the campaign creation.
💡 Good to know
To locate your API v3 key and SMTP credentials, click your name at the upper-right side of the screen, select SMTP & API, and go to the SMTP tab.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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