Save and reuse email formats

Formats are reusable email designs. Save one once, then start any campaign from it, or let the Email agent write new emails in it.

Open the Formats tab

1. In the sidebar, click Campaigns.

2. Click the Formats tab.

   

The tab has two parts:

• Your formats lists the formats you've saved. Each card shows the name, the category, when you last edited it and your description.
• Starter formats lists ready-made layouts from Pinned: Flash deal, Going live, New video, Merch drop, Event invite and Monthly newsletter.

Save a starter as your own

Starters can't be edited. Save one as your own format to change its look, logo and footer.

1. Under Starter formats, click Preview on a starter to see it full size. You can also click its picture.
2. In the preview, click Save as my format.

A message confirms that the starter is saved to your formats, and it appears under Your formats. You can also click Save as my format directly on the starter's card.

Create a new format

1. Click New format.
2. In Format name, type a name. The hint reads "e.g. Weekly deals". A name can be up to 120 characters.
3. Under Start from, choose Blank or one of the starters.
4. If you chose Blank, pick a Category: Announcement, Sale, Product, Event, Newsletter or Other. The field doesn't appear when you start from a starter.
5. Click Create and edit.

The button stays unavailable until you've typed a name. The format opens in the editor.

Save a campaign's design as a format

If you've designed a campaign you want to reuse, save its design as a format. Use Save as format in the campaign.

1. In the dialog, check the Format name.
2. Choose a Category.
3. Turn on The Email agent uses this format by default if you want the agent to write in it.
4. Click Save format.

The format gets a copy of the design. The campaign keeps its own design, and the two don't stay linked.

Edit a format

1. On the Formats tab, click Edit on a format's card. You can also click its picture.

2. To rename it, click the name at the top and type a new one.

3. Open Format settings and fill in what you need:

   • Category: the kind of email this is.
   • Description: a note for you about what the format is for. It can be up to 500 characters.
   • Email agent uses this format by default: the switch that makes the Email agent use it.
   • Notes for the Email agent: how the agent should use this format, in your own words. The hint shows an example: "e.g. Lead with the deal in the headline. Two product picks, then a short sign-off."

4. Change the design in the builder below. Design emails in the builder covers the blocks and panels.

5. Click Save in the builder, or press Ctrl+S (Cmd+S on a Mac).

   

The label at the top shows Unsaved changes while you have edits to save, Saving… while it saves, and Saved when everything is stored. Click Format settings to collapse or expand the panel.

To undo your edits since the last save, click Reset in the builder and confirm.

To check how the format looks, click Send Test Email or Export HTML.

Editing a format changes only campaigns and agent drafts you make from it afterward. Campaigns you already made from it keep their own copy.

To keep a section such as a header or footer exactly as designed, mark it in that section's settings. The Email agent leaves marked sections as they are.

Start a campaign from a format

1. On the Formats tab, click Use on the format's card.
2. Follow the new campaign dialog. Create an email campaign walks through it.

From the editor, click Use for a new campaign. Pinned saves your unsaved changes first. Starters have a Use button too, so you can start a campaign without saving one first.

Let the Email agent use a format by default

The Email agent writes in your default formats when you run it without picking any.

1. On the Formats tab, find the format's card.
2. Click Agent default.

The star fills in when the format is a default. Click it again to turn it off. You can also use the Email agent uses this format by default switch in the format's settings.

When no format is starred, a note on the tab says the agent uses the starters. Plan emails with the Email Marketer shows how to run it.

Duplicate or delete a format

• To duplicate, click the copy icon next to Use. The copy is named "Copy of" followed by the original name, and it isn't an agent default.
• To delete, click the trash can icon on the card, then confirm the question "Delete this format?". In the editor, click Delete at the top instead.

Deleting a format doesn't affect campaigns made from it. They keep their own copy.

Troubleshooting

The format "doesn't exist, or it was deleted"

The editor shows this when the format is gone. Click Back to formats to return to the list.

Your formats couldn't be loaded

Click Retry. If it keeps happening, email support@pinned.gg.

Nothing saves and a message asks for a name

A format needs a name. Type one at the top of the editor, then save again.