Navigation

Creating and Publishing an Email Template

A template can be reused to create emails easily and quickly. In most cases, you will use an existing template or email to create your template. You could have a template for your newsletter, for your promotions or for a seasonal event like Christmas.


Step 1: Choose a Starting Point

Go to the email list, then in the configuration menu (the 3 dots in the upper right), select Templates:

Click Create in the upper right. In the window, give a name to your template in order to find it easily and select the communication type to associate and the starting point for the template:

If you choose Messages, you will have to choose between one of your templates (if you already have one), a DI template or an existing email (if you have already created one). If you chose Blank email, you will need to use HTML to create your template. See Creating an HTML email for more info. 

You can click on the lens in the center of a template to get a preview of the message (desktop and mobile).


Step 2: Edit the Template

Once in the editor, edit the default blocks and add content with the drag and drop as you would for an email (text, images, buttons, etc.). To learn more about the editor, see Creating an Email or Creating an HTML Email.  


Step 3: Preview the Email

When the content is ready, you can preview the message by clicking Test:

You will have to add the required information, such as the subject line and sender.


Step 4: Publish the Template

When you are ready to use the template, click Availability:

*If you wish to unpublish your template to make changes or to remove it from the available templates, click Availability.


Results

The template is now available when you create a new email in My templates (see step 1).   


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.