Locating Email Templates
From the Homepage, click Admin. Then, select Email Templates (under Account Settings).
Here, you’ll see a list of any HTML or ADF email templates currently in your account.
To edit, click the orange pencil icon.
To delete, click the red trash can icon.
To send a sample, click the blue arrow icon.
To create a new template, click the plus sign next to the Search bar on the top right. You can also click the pencil icon to copy an existing template.
When you create a new template, you’ll fill out the fields below.
Choose your organization
Template type: HTML or ADF
Email Template Name: Friendly name of your email template
From Name
Subject line
Reply to (if applicable)
From and Reply To addresses (use your subdomain email here)
Click the green Next button to go to the next step.
Importing HTML
If you have a HTML file, you can load that into your template.
Click the gray Import HTML button in the left-hand menu, select the file to upload, and click the green Save Template button.
If necessary, you can edit your HTML.
Change font, font size, orientation, spacing, indents, add links, etc.
Add or change the background
Add a border (in various styles)
Change the default text color, font name, alignment and spacing.
Merge tags (such as customer name, agent name, phone number, etc) are available via the purple Merge Tags button.
Creating a new Template
You can further customize your email template with “Content Blocks,” which can be used to insert additional elements to an email template (such as an additional paragraph, button, image, etc.) In addition, “Layout Blocks” can be used to further customize the layout of these content blocks by, for example, displaying two paragraphs side by side.
Click Content on the left-hand side menu. Click and drag the chosen elements to the center Edit Email Template section.
Content:
Header
Paragraph
Image (such as logos)
Spacer
Button
Divider
Video
Layout:
Single
Double
Double-Left
Double-Right
Triple
Quadruple
You have the same editing options as shown in the HTML section (ie - editing text, spacing, colors, etc).
When finished, click the green Save Template button.
ADF Email Builder
When creating a new template, you can also choose a simple ADF/XML builder.
Included are nodes with a “tag” (how the data will be referenced) and “value” (the value of the tag). You can add, remove, and update these nodes and the children of the nodes.
Each node also has a number of “attributes” which each have their own names and values. These attributes are used to differentiate tags, such as <name type=“first”> and <name type=“last”>.
Sending a Sample Template
After creating, uploading and/or adjusting your template, you can send a sample to multiple email addresses.
Click the blue Send Sample button on the left-hand menu.
Type in the destination email address. You can also click Add Email to add additional recipients.