Email Templates

The Templates section allows you to add and configure existing email Templates. You can edit different parameters of the Template message.

To open the email Templates, go to the Email Campaigns > Settings > Templates section.

You can narrow down the search results by using the following filters:

  • Name: Enter the name of the Template.
  • Type: Select the type of the Template (Drag & Drop Builder, HTML Editor).
  • Status: Select the status of the Template (Draft, Active, Deleted).

The Template list contains the following information: 

  • ID: The unique identification number of the Template.
  • Name: The name of the Template.
  • Type: The type of the Template (Drag & Drop Builder, HTML Editor).
  • Header Set: The header set of the Template.
  • Status: The status of the Template (Active, Draft, Not active).

To add a new Template, click the “Add New Template” button and fill in the following fields in the pop-up window:

  • Name: Enter the name for a new Template.
  • Select Folder: Select the folder from the existing ones.
  • Create a new Folder: Enter the name of a new folder for the Template.
  • Type: Select the new Template type (Drag & Drop Builder/HTML Editor).

Click the “Add” button to save.

To duplicate an existing Template, click the “Duplicate” button in the “Actions” column and enter the name of a new Template. Click the “Copy” button to confirm.

To delete the Template, click the “Delete” button in the “Actions column. Click the “Delete” button to confirm.

To edit an existing Template, click the “Edit & Delete” button in the “Actions” column. The system will redirect you to the “Edit Template in HTML Editor” page. You can configure the following data fields:

  • Template Name: Enter the name of the Template.
  • Subject fields contain:
    • Contact fields: Select the fields to be displayed as contact fields (Email, Phone, First Name, Country, Zip, etc.).
    • System fields: Select the fields to be displayed as system fields (Year, Month name, Current date, etc.)

Note: You can activate Emojis to be displayed inside the Subject field. They are available on demand. To activate them, contact your Account Manager. It may take some time to enable this function.

The system will display the emoji(s) during the addition of the "Subject" field inside the template. Once you click the "Save" button, it will disappear.

  • Pre-Header fields contain:
    • Contact fields: Select the fields to be displayed as contact fields (Email, Phone, First Name, Country, Zip, etc.).
    • System fields: Select the fields to be displayed as system fields (Year, Month name, Current date, etc.)
  • Header Set Template (optional): Select the Header Set Template from (optional). Note: Read more about the Header Sets in this Knowledge Base article.

To edit the Text body of the Template, select the appropriate tab and fill in the data in the text block.

  • Click the “Download” button to download the Template.

     -    Click the “Spam” button to check the Template for spam.

     -    Click the “Preview” button to preview the Template.

     -    Click the “Test Send” button to send the test Template.

     -    Click the “Templates”  button to review available standard Templates.