How do I create an email template?

Short answer: Open Promotions, tab “Email Templates”, click “New Template”, fill in the name, subject and body, then save. Attachments are added once the template is saved.

Steps

Open the Promotions page of the dashboard, then the “Email Templates” tab in the icon rail on the left.
Click “New Template”. The editor opens on the right-hand side.
Fill in the “Template Name” — this is the name you will find it under, it does not appear in the email.
Fill in the “Subject” and the “Body”.
Choose the “Signature”. You can also leave “Signature to be chosen when sending the emailing”.
Click “Save Template”.
Once the template is saved, the “Attachments” card becomes available: add your files with “From my computer” or “From visuals”.

While a required field is missing, the save button stays inactive and an orange note says which one: the name, then the subject, then the body.

Starting from an existing template

“Duplicate” creates an editable copy — the normal way to start from a template shared by DAGOBA, or to make a variant of one of your own.

Editing and deleting

Click a row to reopen the template in the editor. While you are editing, the list is locked: close the editor before moving to another template, which is what stops your work in progress from being lost.

“Delete Template” removes it from the list. Emailings already sent with that template stay in the history.

Going further

You'll know it worked when: The template appears in the “Email Templates” list and is offered under “Use a template” when sending.