Template Editor

Template Editor

Article Contents:

This article contains instructions on how to create custom HTML email templates and drag-and-drop email templates using the Template Editor tool, as well as how to customize and use these templates when creating new messages.

Create a Custom HTML Email Template
A template can be used to create multiple emails. This template will show your custom layout and can contain your company branding.  You'll have access to a variety of premade templates and template block templates as a new user.  However, if you would like to create a custom HTML email template, please follow the steps below.

  1. Open the Tools folder

  2. Click Template Editor

  3. Click the Create New Template button

  4. Enter a Subject (used as the template name)

  5. Start creating the template or copy and paste your HTML code into the Source view

  6. Create editable content areas, as explained below in the Template Help Instructions below

  7. Save the Template

Your custom template will now show in the Templates section when creating a new message


Template Help Instructions
You must specify what areas of the template are going to be editable by the user creating a message with it.  By default, all areas of the template will be locked down and not editable.  To specify what areas will be editable, you must surround them with <cicontent1> </cicontent1> tags.

  1. Click Source to view the source code of the template

  2. Find the area you would like to make an editable region

  3. Surround the content with <cicontent1> </cicontent1> tags

    1. Table cells <td>, Span tags <span>, and sections <div> all support the <cicontent1> tags

    2. Each table cell, span tag, and section can hold only one content region

    3. Cicontent tags are uniquely numbered, so after <cicontent1></cicontent1> you'll insert a <cicontent2></cicontent2>

    4. There can be up to 100 <cicontent1></cicontent1> areas 

Once a template is created, it will show under "Templates" when a user creates a new message.



Create a Drag and Drop Template
A template can be used to create multiple emails. This template will show your custom layout and can contain your company branding.  You'll have access to a variety of premade templates as well.  However, if you would like to create a custom drag and drop email template, please follow the steps below.

  1. Open the Tools folder

  2. Click Template Editor

  3. Click the arrow on the side of the Create New Template button, and select Create New Templates (Drag and Drop)

  4. Enter a Subject (this will be used as the template name)

  5. Start creating the template by dragging in content and row layouts

  6. Save the Template

Your custom template will now show in the Templates section when creating a new message


To create a message from a custom template:

  1. Click on the Messages folder

  2. Click Create New Message

  3. Select a custom template or one of the pre-built templates in the system

  4. Edit the content regions by clicking once and selecting edit content

  5. Customize a pre-built template using the tools at the top of the screen:

    1. Edit Template Formatting (customize borders, background colors)

    2. Clear Template Formatting

    3. The Undo and Redo buttons go back and forth between edits to the template formatting only

Click Save to save changes

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