Working with templates in RGE Studio
Beefree App is now RGE Studio!
The email design suite you already know and love just leveled up. We’re working hard to update our help center, but you still may see some references to the old product name.
This article applies to all plans. However, some features may be limited or unavailable on the Starter plan.
In RGE Studio, you can create templates from scratch or from a saved design. You can create separate templates for emails and pages. There are also hundreds of templates to choose from in our catalog. Templates give you a predefined layout to start new designs faster.
Templates Management
You'll find your templates in the Library section in the navigation bar. It displays your saved templates first:
In the Templates tab, you can search for templates by keyword or tag. You can also create a new template. If you are using a Starter plan, you can only store three custom templates at a time.
When you create a new template, you choose an email or a page:
After you choose an option, you'll see the Template catalog. Start from scratch, or select one of the ready-made templates. Use the keyword search to narrow your options. You can also expand each category using the drop-down arrow.
After you save a template, it appears in your Library. To edit it, hover over the thumbnail and click Edit Page/Email. To rename it, click View details. For more options, hover over the thumbnail and click the three-dot icon in the top right corner:
- View details to get a bigger preview and edit the name, description, or tags.
- Make a copy to duplicate it. You'll be prompted to select a destination workspace for the copy. Accounts without multiple workspaces will only see one option.
- Share to workspaces* to make the same template available in another workspace.
- Delete the template if you don't need it anymore.
*This option is available for Business and Enterprise only.
To export a template, use it to create a new email or page, then export that design. The next section explains how to create a new design from a template. For more details, see Creating a new design.
Creating a Design from a Template
While creating a new design, you can use templates as a starting point. In our template catalog, you'll see two tabs:
- Template catalog is where you can find the templates managed by RGE Studio.
- Templates is where you can find your own custom templates.
Once you find the template you want to use, hover over it. You'll see the options to Start Designing or Preview.
Creating a Template from a Design
To turn an existing email into a template, open its Email Details page. Then select Create a template.
This option currently supports emails only.
Template Settings
Template settings are available on all paid plans.
You can decide whether default templates appear during design creation. This helps you keep your team focused. It also lets you limit other users to a specific set of templates.
To hide the RGE Studio template catalog, go to your workspace Settings. Scroll to the Template catalog section to find the toggle:
If you have multiple workspaces, each one has its own template settings. For more information, see Using Multiple Workspaces.
If you have any questions, feel free to contact us.
Comments
6 comments
Where is the navigaton BELOW my image to the bottom of my TEMPLATE? UX ELEMENTOR BUILDER is intuitive.
Hi David, thanks for your comment! Can you please provide more information about your concern?
How do you find the code for your templates?
Let me just briefly explain the issue that you likely ran into: you can export messages in many ways (here is a summary), but not templates... until they become a message.
This is because templates in BEE Pro are meant to act as models/layouts to start from & speed up the creation of a new email, not as "ready-to-export" emails.
We certainly understand that this can be confusing because you might actually be creating a "template" for your own use (e.g. a template to use in a CRM system, or an email marketing platform, etc.). So... we may very well change this in the future. For now, the workflow to export a template from BEE Pro is as follows:
1. navigate to a Project
2. click to create a new message
3. select any template to start from
4. edit the message, if needed
5. save it
you now have a "message" that was created from that "template"
now you can export it in a variety of ways, as described here
Sorry again for the confusing user experience.
Hi Team Bee Pro,
I loved the concept & enjoy using it.
But I found a big blunder that may cost me my reputation.
I have created a template for my weekly mailer in the organization, where there is a change of content & image. I loved the flexibility of the design by Beepro.
Recently, I noticed that if I change the content & design in the template for this week. My last week's email had an issue (not only in my sent box but my colleagues' inboxes also); it showed the new image. Obviously, the text & image mismatch.
If it is not available on free version, I should be prompted for it.
Request immediate help!
Regards!
Hi Public Relations Officer IITH,
Without more information about your current situation, it's hard to determine precisely what happened here. Here is some information about how the file manager in BEE Pro works that could be helpful:
Please note that if you delete an image from your file manager that is being used in designs that have been sent, and you then upload a new image in the file manager in the same location and with exactly the same file name, this new image will now have the same image URL as your previous image. As a result, it will be displayed also where the previous image was displayed.
If you use the practice of deleting images from the file manager even if they are used in previous designs (and sent emails), we recommend uploading your images with a new unique file name to avoid this behavior. Alternatively, use a folder structure in your BEE Pro file manager to give your images a new location when uploading them.
We’re sorry for any confusion and inconvenience this caused!
Please sign in to leave a comment.