How do I create or edit an Email Template?

Read more about sending one-off email blasts here: How to send a one-off email to contacts?

Learn how to add an email template to a drip campaign here: How to Create an Email Drip Campaign Template

1. To create an email template, click on Setup, then Asset Management > Templates 

Note: Things may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection noted.

Creating a New Email Template

2. Select Email under the tab options to navigate to the correct section. You'll see a Create button pop-up. 

3. To Create a new email, click the Create button.

To edit an existing email template, hover over the icon of the template you'd like to edit and click, Edit

If you see a pop-up that says, Restricted, it means you do not have the correct access to edit it by design. 

If possible, make a Copy of that template to use for editing instead.

Feature Update: Localization of Copied Email Templates

A new feature has been introduced to simplify the localization of email templates by enabling automatic translations during the template copying process.

Steps to Localize Email Templates:

1. Access the Email Template:

• Navigate to the Email Templates section in the system.

2. Initiate the Copy Process:

• Click on the ‘Copy’ button for the email template you wish to localize.

3. Choose Language for Localization:

• A dropdown menu labeled ‘Choose Language’ will appear.

• Select the desired language from the dropdown.

• Note: If ‘No Translation’ is selected, the copied template will remain in the original language.

4. Translation Notice:

• A note below the dropdown informs you that the translation is generated using a third-party tool and may contain some inaccuracies.

5. Finalize the Copy:

• Click ‘Go’ to proceed.

• The system will create a localized version of the email template with translated text.

Skip to step Step 8 if you are editing an already created email template 

4. If you've created a new template, select “Go” 

Most of the time you'll be selectin No for Input Based media

5. Type in the name of the email template, write a description, and give the email template a filter to organize it. Then click on the 'arrow' icon.

Optional information fields: 

A. Description: Add any relevant explanatory notes and comments

B. Language: Select the default localization language for this template

C. Valid From, Valid To, and Expiry Reminder: Set an expiration date for your template

D Filters and Filter Categories: Assign search Filter tags to your template

Organize your new templates with tags and filters!

6. In the "Settings" section, you can set parameters such as adding a thumbnail image or making the template mobile responsive (see note below for more detail). When you have made your selections, click on the 'arrow' icon.

Settings Options: 

A. Select Template Thumbnail Image

B. Select Brand and Theme collateral for use in the template editor

C. Make Template mobile responsive

Making a template mobile responsive takes away some email editor features that do not work on mobile devices to get the best performance

7. You can import an existing design if you have the HTML already, or choose a wireframe. If you wish to start from scratch, click "close", on the lower left-hand corner of the pop-up.

Editing an Email Template

8. Here you can make edits to your email template

Your toolbar layout will change as you click on different sections of the email template. Here is the basic layout for what you need to know:

An expanded toolbar can be brought up for advanced editing by clicking on a placed text block, then clicking on the "Insert" icon that appears and then selecting the '</>' icon.

This can be used to format text, insert symbols, change text coloring, and insert variables (hover over toolbar icon for descriptor)

</> Variables - the Variable Tool </> will generate coding for responsive text

1. User - pulls from that User’s profile
   
2. Company - pulls from the overall company profile
   
3. Contact - pulls from the contact on the receiving end 
   

Smart Objects will let you drag and drop different building blocks for your template

1. Drag an object where you’d like to place it
   
2. A yellow highlight will color the placement block
   
3. Click the ^ < v > arrows to place the Smart Object below, above, left or right of the yellow highlighted block
   
4. Click the        to replace the block highlighted  
   

Images can be inserted by using a Smart Object 

1. Double click on an image block after dropping it into the template
2. Pick from Gallery to use an already uploaded image, or upload a new image OR map to a responsive input that will pull in branding 
3. Change the size of the image container, alt text, image alignment within container, and border
4. Link an image to an internal asset or external URL
   

A new smart object called "Asset" has been added to the email editor under the Advanced Objects section. This feature allows you to incorporate various assets into your email templates, enhancing their content and visual appeal.

Adding Assets to Your Email Template

1. Access the email editor.
   
2. Navigate to the Advanced Objects section.
   
3. Locate and select the new "Asset" smart object.
   
4. Insert the Asset object into your desired location within the email template.
   
5. Once added, you can select from different types of assets to include.
   
6. You can add multiple assets to a single email template as needed.
   

You can add the below asset types in the email template:

Tips for Using Assets

1. Consider the relevance of each asset to your email's content and purpose.
   
2. Ensure that the assets you choose complement your email's design and don't overcrowd the template.
   
3. Test your email template with different asset combinations to find the most effective layout.

9. When you are finished making your edits, click Save (template email must have a subject line), and then click on the "arrow" icon.

10. Choose your sharing permissions, and click Finish.

• Related Articles

• How do I edit the email templates in an Email Drip Campaign?

  Along with editing and creating email campaigns individually, by template you can also edit the email templates already in a drip from the Email Drip Campaign editor. This helps streamline your edits so you're not switching back-and-forth between ...

• How can I lock content in an email template to prevent other users from changing it?

  If you need to control your brand, using the lock feature can allow you to take and maintain control over what other users are allowed to change in any emails you share with them. Use the locking feature in order to prevent key attributes from being ...

• How do I create a Blog Post Template?

  To create a “Rich text” post to Blogger/Word Press Blog site, go to "Set Up", and then open the "Asset Management" drop-down, and then select "Templates". From there, click on the drop-down button in the upper left-hand corner of the screen, select ...

• How to add borders to a HTML email template

  Posted by The Team at Mindmatrix on 10 February 2016 11:02 AM Prior HTML knowledge is required to add borders to your HTML template. Below are steps to add a border to your HTML email template.  Open your Setup -> Asset Management -> Templates -> ...

• How do I add personalization to an email template?

  Personalization is a powerful tool that can be used across assets within Mindmatrix. Insert codes to automatically show data from fields within a user's profile, organization, or company. How can you access personalization? In the email template ...