Meera R | October 7th, 2021

Use Templates Inside Drip

A Step-By-Step Guide to Using Templates Inside Drip

While setting up your drip sequences, you can easily use templates within your drip emails and customize them to match your brand message. SendX makes this process quick, flexible, and easy to complete in just a few minutes.

Steps to Use Templates in Drip

  • Create or Edit a Drip Sequence
    Create a new drip sequence or edit an existing one, depending on your requirements.

  • Locate the Email Body Section
    Scroll down on the email edit screen until you see the Email Body field.

Interface preview coming soon

  • Select a Template
    Choose your desired option from the list of available templates

    Note: If you want to use your own saved templates, switch to the Plain Text Editor and access them under Settings

Interface preview coming soon

Wrap Up

That’s it! Your selected template will now load into the SendX Email Editor, ready for customization.

You can modify the text, visuals, and layout to align perfectly with your drip campaign’s tone and goals.

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