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The Workspace dashboard
The dashboard helps you access all the main Chamaileon functions from one screen.
Creating emails
There are four main options when creating a new email and the most convenient "duplicate" to copy a well-working design template.
Pre-designed template - Choose from 100+ professionally designed email templates.
Workspace template - Reuse a previous email that was published as a workspace template.
Import email HTML - Convert an existing email HTML code into a Chamaileon email
Create from scratch - Be aware that's an empty canvas!
Duplicate existing email/template - The most convenient +1 option.
Email card and email menu:
Edit - Open the drag-and-drop email design editor
View - Open the email design preview (mobile and desktop, dark mode)
Rename - Edit the name - duplicated emails get a * at the end of the name
Move to - Moving the email across Projects and Folders
Share - Create a shareable link for the email OR start the Review and Approval process.
Sync - Synchronize the email design with an ESP/CRM/MAP
Export HTML - Export the code without sync
Email Settings - A lot of options, read the relevant article, please.
Publish as template - the email will be ready to use as a template
Export assets to design system - Literally imports(!) all the email's Modules, Components, and Variables (colors, fonts, logos, etc) to the workspace-wide Design System.
Attach to design system - Attaches the email design to the workspace-wide Design System, so no other (non-brand) elements can be used in this email.
Duplicate - Most fantastic feature: 1:1 copy of this email as a new one.
Delete - Be aware, that the system erases & removes the email design, you can't recover it.
Storing emails and how to find your previously stored emails
The main/root folders of the workspace library act as Projects, with their own access level and role settings. Easy way to organize teams, departments, clients, years, and projects.
Folders:
Folders are free to use, at any level or any number. Use them flexibly for your needs, or anything that you use in your organization.
When you've created a new folder, you can create more sub-folders when right-clicking on the menu next to it. There are other options: Rename, Delete, and Move folder.
User settings
In the top right corner, you will find your user settings.
The options that you will find there are:
Personal info
Password change
Privacy policy
Thumbnail/avatar image
Security settings like 2FA
What is a Workspace in Chamaileon?
In Chamaileon, Workspace serves as a dedicated environment within the platform where users can efficiently collaborate, design, and manage their email templates.
A Workspace is meant to serve one brand (design system) at a time, while some of our customers use one workspace with their multi-brand organization to leverage a single design system for multiple brands. It is as flexible as everything else in Chamaileon.
Pricing/Billing is set to work on the Workspace level, so if you need multiple Workspaces for some reason, you'll need to set up payment for all separately.
This organizational feature is designed to enhance user experience and streamline workflow processes. Workspaces include functionalities that allow users to share templates, collaborate with team members, and maintain a structured approach to organizing their email design projects.
Create new workspace
You can create and set up a new workspace here if needed.
The new workspace will have separate billing, so use this only if needed. The common use cases for using multiple workspaces:
Multi-brand company where brands are not allowed to share design/templates.
Legal construction specifies separate campaign/template handling.
An agency working for multiple clients, all of them having a separate Workspace with a separate Email Design System.
How to switch to another workspace?
To switch workspaces, select the menu in the upper-left.
How to move emails from one workspace to another?
If you need to move emails between workspaces, there are two ways to do so.
Preferably, you should contact us via chat or email because this can be done by L2 (developer) support in the background. This is 100% error-proof copy-paste and if needed, we match the design system components and modules for you also.
Another way is to manually export the HTML code from one workspace, copy it, and then import the same HTML code to another workspace. This needs some manual work later on the imported email for you, and you need to match the design system settings also so we do not recommend this option. It might take more time as well than contacting support.