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Saved rows

To save time when creating email content, you can save rows with content as reusable components to use in your new and existing email drafts. This can be helpful in reducing the amount of time spent creating the same content from scratch.

Saved rows can be created and used in any campaign type, such as a playbook, journey or email campaign, where the email editor can be accessed.

NOTE: If your row has been created and saved in another campaign, saved rows are transferable and this row can still be selected in other campaigns.

A saved row that is saved in a template and shared to another Ortto account with access, while the template will match, the saved row is not stored as a reusable saved row and you will need to follow the steps for creating a new saved row if required.

Create a saved row

To save a row, select to edit your email and on the Content step:

  1. Hover over the row you want to save.
  2. Click the save (floppy disk) icon.
  3. Give the row a descriptive name, then click Save.
Example email to demonstrate how to access the Save this row option

NOTE: When hovering over your content, it’s important that the outer coloured highlight is showing Row as this save option is only be available on the row itself and not with any other elements that are contained inside that row. An example of that might be a text block.

The row reference on the Content step

Use a saved row

To access your saved rows, when editing an email, at the Content step:

  1. Navigate to Rows in the right-hand side menu (next to Content).
  2. Change the drop-down filter from Empty to Saved Rows.
  3. Click and drag the relevant saved row into your email design (content) to add.
Example email to demonstrate how to access Saved rows

NOTE:

  • When moving your saved row across, the thick purple line and text that indicates “Drag it here” will show you the area it will be added to when released.
  • Up to 30 saved rows will be displayed in the saved rows list. If you have saved more than 30 rows and cannot see a particular row in the list, use the Search by keyword option to find the relevant row.

Delete saved rows

To access and delete your saved rows, when editing an email, at the Content step:

  1. Navigate to Rows from the right-hand side menu (next to Content).
  2. Change the drop-down filter from Empty to Saved Rows.
  3. Hover over your saved row and select Delete.

This will remove the saved row from this area for all campaign types.

Example email to demonstrate how to delete Saved rows

NOTE: If the saved row has already been added to an existing email draft, deleting this saved row from the Saved row area will not remove the content from the email.

This allows you to then re-save the row again or keep the content available within your email. However, it’s important to note that deleted saved rows can’t be restored.