Email Templates

Email templates can be created by either uploading an HTML file or using the iCentric editor. These can be used to send bulk email campaigns.

1. Create a Template
2. Edit a Template
   1. Using the Editor Tools
3. Clone a Template
4. Disable a Template

Create a Template

E-mails > Templates > Create template

1. Add a name for your template.
2. If you have an existing HTML file, you can upload it from this screen.

Edit a Template

E-mails > Templates

1. Once you have created a template your new template will be available to edit.
2. Select the details icon to access the version table
3. From the version table click the edit icon.

Using the Editor Tools

Tables, images, text and styles can all be set using the editor tools. When the template is saved, a new version will be created. Previous versions can be viewed and restored.

In edit view, the mode selector at the top right has five options;

1. Text – add, edit or delete text and use any of the features in the editor ribbon.
2. Assets – add images or documents from the asset library
3. Details – mandatory requirements:
   1. Subject - the subject line of the email, keep it brief, snappy and eyecatching
   2. From name - the name that should appear in a recipient's inbox as the sender
   3. Reply-to - the email address emails should go to if a recipient clicks to reply, best for manual unbsubscribe requests and enquiries
   4. Plain text - The body text of the email should be pasted into this box, to enable email display in clients that can only render plain text.
4. Elements – Drag and drop elements include links for unsubscribing or viewing in browser and merged fields.
   
   When dragged on to an email in edit mode, a merged field will be displayed as <code>*[fullname,fallback=]*</code> In this instance, fullname represents the combination of first and last name for each record in the subscriber list. Where no record exists, a fallback can be added:

Example use of a merged field with fallback;

Dear *[fullname,fallback=Customer]*

1. Preview – Selecting preview will force a save and switch to preview mode. Where mandatory requirements for Details have not been added, a validation message will display asking for these fields to be completed.

In text or asset mode, the editor ribbon at the top of the page will be visible and will enable further content editing.

As email templates are constructed from sets of tables, clicking into any area of the email will allow you to right click, to access to table, row, column and cell attributes.

For advanced users, editing can be carried out via the HTML editor icon </> located on the right of the editor ribbon.

When creating a campaign, any edited template with content can be saved as a new template.

Clone a Template

E-mails > Templates

Each template can be cloned – a time saving method of making a similar template. Click the clone icon at the end of the row, apply a new name and confirm.

Disable a Template

E-mails > Templates

Disabling a template will prevent it from appearing in lists of templates for selection when creating new campaigns.

1. Click the edit icon at the end of the row
2. Click the disable icon at the end of the top row