Atlanta Mission

Creating an Email Draft from a Template

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1. Click Email Content.

2. Click New.

3. Type a Name.

When naming your email, choose a name thats clear not just to you but also to others using Pardot. A good naming format usually includes:

  1. Fiscal Year
  2. Quarter or Month
  3. Audience
  4. Purpose of the Email
  5. If it's a High-Engagement email, include the Donor Officer's name sending it.

4. Click Select Template.

5. Select the correct Template Name.

6. Click Save.

7. Click Edit in Builder.

8. Select Current Email Experience.

9. Click Select.

Your email draft has been created and you can now edit it.

Time to Build!

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