You create a lot of email templates in Pardot. Some of them are for drip programs (lead nurturing), some of them or for list emails, some are for auto-responders, and sometimes they are one-to-one emails that your sales reps might want to send. You can now designate the usage or type for email templates and they will only show up in drop downs for that purpose (e.g. you will only see email templates designated for drip programs when working on your lead nurturing campaigns). This will really cut down the number of irrelevant email templates you see when working on your various marketing campaigns (e.g. you don’t want to see list emails when choosing an autoresponder template for a form).
How to set an email template type
You can choose one or more email types when creating or editing an email template.
You can also enable or disable templates for various purposes in bulk by using the multi-select option on the email template table.
How to find emails set as a various type
Notes:
- All of your existing templates are set to all four types. To start organizing these by type, simply use the batch edit action on the email template table and start disabling types.
- Going forward, you will need to designate at least one usage type when creating an email template.
Great addition. This will really help with organization!
This is really good.
My sales team gets confused with all the templates available. They only need a handful for quick responds.
I would like to see email templates that show depending on the role. Sales Managers and not Sales for example.
Thanks Fernando. We will be implementing fine-grained roles and permissions next year so you will be able to restrict views (or grant access) even further!
Wow, we were just talking about needing this and here I find this post!! Brilliant Pardot! Thank you!
Great minds think alike Lia! It’s still a little clunky to Enable / Disable as two separate actions (in the Email Templates table). It would be easier/better to just do it in one action (e.g. set email template type). That’s mostly important for historic email templates. For new ones, you just set it when you make or edit them.