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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, Marketing Automation workflows, and transactional emails, read 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 Campaigns > Email.
  2. Click Create a new campaign.
  3. Setup your campaign by adding its name, sender, etc.
  4. At the Design step of the campaign creation, click Campaigns to reuse a recent email design, or My templates to use a saved email template. 
  5. Select the email template you want to use.
    campaigns_choose-template-design_EN-US.png
  6. If necessary, edit the design of your email template.
  7. Once you are done, choose your recipients and schedule the sending of your email campaign.

Use a template in a Marketing Automation workflow

When selecting the Send an email to a contact action in a Marketing Automation workflow, you can choose an email template you have already created or create a new one.

send_automation_email_EN.png

To learn how to create a Marketing Automation, read Creating a custom Marketing Automation workflow.

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 expert partner.

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