Email Marketing Templates
How to use the email template editor
How do I create and edit an email template?In order to send an email campaign to your email lists, you will need to use an email template. You can create and edit templates prior to creating a campaign from the Email Marketing module by clicking on the Templatespage. You can also create and edit templates in when creatin…What tools are available on the email template editor?Under the Blocks tab, you can access the sub menus to add more Blocksor Contentinto the blocks. There is also an option to select a Layout. The layout includes a pre-made combination of several blocks and columns. You can drag and drop the layout into your email and edit as desi…How do I edit the content inside the blocks in the email template editor?You can create an email template from scratch by adding blocks and then inserting content into those blocks. You can learn more about getting your email template started in this article "How do I create and edit an email template?" Content must be added to columns inside of bloc…How can I manage the images and files in the media library?Images and PDF files are stored in your media library. Any file you upload as a logo, into an AssociationSphere page, or email template will be stored in your media library. The media library is only accessible by clicking on an image or PDF element in an email template. - In th…What is the “Templates” page for in the Email Marketing module?The Templates page in the Email Marketing Module is where you can create new or edit existing templates for email campaigns. You can search and preview hundreds of different predesigned templates. Templates can be modified to your liking with the template editor. If you are prof…How can I narrow down the number of email templates for what I am looking for?You can narrow down the list of templates by typing keywords into the search bar that you are interested in, such as “member” or “golf“. The software will search through all of the templates, looking for keywords in the name of the template, text in the template, or tags associa…How can I browse the predesigned templates only?You can use the drop down named “Type” on the Template Library screen to view all templates, templates created only by your organization (under Mine) or predesigned templates in the library.Can I view only the templates that I created?The "Mine" selection under the Type on the Template Library page will show only those templates created by an internal user from your organization. The software does not distinguish between users, so you can view and edit any template created by anyone in your organization.Can I sort the email templates?You can sort the templates under Order By: 1. Name A-Z 2. Nae Z-A 3. Newest to Oldest 4. Oldest to NewestCan I change the name of an email template?From a template you created or cloned from a predesigned template, hover over the image of the template and click Settings.A dialog box will open so that you can edit the name, tags, and category as desired. You cannot change the name of a predesigned template. If you would like…Can I add tags or keywords to my email templates so that I can find them?Yes, you can add as many tags as you would like to any of your templates. To add or edit the tags, put your mouse over the desired template when viewing the template library then select Settings. Enter a value(s) in Tags then click Update.Can I delete an email template?You can delete any of your templates unless the template has been previously used in a campaign, is attached to a campaign In Progress, was cloned, or used for an auto-reminder. You cannot delete any of the predesigned templates. To delete a template, put your mouse over the des…How do I edit a pre-designed email template to make it my own?Select a pre-designed template from the template library and click on Edit. The software will open this template in editor mode. From there, you can make any of the necessary changes and click Save As to save your changes and give it a new name. You cannot save changes directly…How do I preview my email template?You can preview the template from within the template library by hovering over a template and clicking on Preview. This will open a preview of the template in your browser. While creating or editing a template from the template library or within a campaign setup, you can preview…Can I add video to my email templates and email marketing campaigns?You can add links to your videos in your template, but it does not embed the actual video. This is desirable since most videos are large files and would take a long time to download. Start by going to Workspace Email Marketing Templates. YouTube Videos For YouTube videos only, f…How do I add a PDF file to the email template?You can also add a link to a PDF file in the body of your email. The pdf is not attached to the email, instead the link is to your media library. From the Blocks Content, select PDF and drag and drop it in the desired location on your templates. Double click on the the PDF box t…How do I adjust the vertical space for a text area in an email template?The attached short video shows one way to adjust the Vertical Space setting for a text area. If the value is incorrectly set it can affect the text when received by email recipients. This is an improper setting, Email text will look something like this, See a short video by clic…How to add anchors to your email templateIn this example, a table of contents was created with three anchors to jump to, with the anchors allowing you to jump back to the table of contents. Article 3 is much farther down the text content, so it is not seen in the screenshot below. Note: Anchors work within the same tex…How do I format email template text content?Here are some quick tips on editing and formatting text content in a template: - The email template is based on HTML. If text is copied from an outside source, such as Word or a webpage, there may be formatting which is also copied into the template and can impact formatting. -…What is a Template Format Error?One reason you may receive the following error when editing/saving the email template is because text content contains double hyphens/dashes. The email template is based on HTML, and double hyphens/dashes "--" are not allowed. If the text can be edited/changed, remove the -- and…Forward an email campaign to a friend or colleagueOn an Email Template you can add a Text or Button link that will allow an Email Recipient to forward that email to another person’s email address. To add this link you will need to open your email template within the template editor. While editing your email template you can set…What size should my images be in my email template?The software allows you to edit the width and height of images after they are inserted into a template, but you cannot edit the file size once it is uploaded. To keep your emails opening quickly, it is recommended that your image file size be less than 1 MB, and, ideally, the sm…How can I adjust the size of my pictures in the template?For pixel width, the software automatically fits the image into the column width. The default column width is 600 pixels, which is standard for most emails so that images show clearly in email clients like Outlook and Yahoo. You can adjust this up to 1200 pixels by selecting the…Why doesn't copy and paste work from my Word document in the template?The copy-paste function can have unexpected results when copying text from a Word document or other text editing applications and trying to paste it into the email editor. It is recommended that you use the Notepad app for Microsoft or the TextEdit app in Mac/Apple. You can copy…How do I update the floating image?When you add a floating image with text block or content, you will need to double click on that column to activate the menu. Once your double click on the column, you will see a new menu bar either above or below the content. Right click on the image to reveal a popup window and…How are merge fields generated in an email template?The merge fields available to insert in a template depend on what grid or transaction the data is pulled from. For example: - If you are sending a membership auto-reminder, the merge fields available to insert in that template will be those found on the Membership grid. - For th…How do I add Unsubscribe and Manage Subscription links?To add the unsubscribe and/or manage subscription links to your email template, follow the steps below. In a Text content area, add or edit the text by double-clicking the section. Place your cursor where the new text/link will be added or on the text to be edited, and click the…