Once you are at the template interface (see Image 1), click "Add another template" at the bottom of the screen

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(1)

Creating
and
Managing
Email
Templates
 Email
templates
are
essential
to
"protect"
the
HTML
in
an
 email
blast.

They
provide
consistency
and
ensure
critical
 parts
of
the
HTML
are
not
altered
during
the
creation
of
a
 blast.
 The
WYSIWYG
we
provide
in
our
email
blast
workflow
is
 a
helpful
tool,
but
it
isn't
perfect.
It
works
best
when
you
 let
it
help
you
with
basic
formatting
instead
of
trying
to
 create
an
entire
email.
 Templates
help
you
by
separating
the
design
of
an
email
(which
mostly
comes
from
 the
template)
from
the
content
(which
you
add
in
Step
3
of
the
email
workflow).

We
 highly
suggest
using
an
email
template
when
sending
an
email
blast.
 
 STEP
1:
Find
or
Create
Your
Email
Template
 CREATE
a
new
email
template:
 



‐
Go
to
the
Email
blast
tab
 



‐
Click
"Email
templates"
in
the
subnavigation
bar
 



‐
Once
you
are
at
the
email
template
interface
(see
Image
1),
click
"Add
another
 Email
template"
at
the
bottom
of
the
screen
 



‐
Click
"Edit"
on
the
left
 EDIT
a
pre­existing
email
template
in
three
ways:
 Option
1:
 



‐
Email
blast
tab
 



‐
Click
"Email
templates"
in
the
subnavigation
bar
 



‐
Click
"Edit"
in
the
left
column
 Option
2:
 



‐
Click
"Manage
templates"
in
the
subnavigation
bar
 



‐
Under
email
templates,
select
"Click
here
to
manage
these
templates"
 Step
1:
Find
or
Create
Your
Email
 Template
 Step
2:
Template
Information
 Step
3:
HTML
Email
Template
 Step
4:
Plain
Text
Templates
 Email
Template
FAQ
 


(2)





‐
Click
"Edit"
in
the
left
column
 Option
3:
 



‐
Email
blast
tab
 



‐
Create
blast
 



‐
Click
"Edit"
next
to
any
of
template
previews
 





‐
Tip:
You
will
navigate
away
from
the
email
blast
workflow
if
you
choose
to
 edit
your
template
here.

Click
wisely!
 
 Once
you
are
at
your
list
of
email
templates,
you
can
Edit,
Preview,
Copy
or
Remove
 your
templates
individually.

 
 
 
 STEP
2:
Template
Information
 The
basic
email
template
workflow
is
split
into
three
tabs:
From
Information,
HTML
 Content,
and
Text
Content.

To
the
left
of
these
tabs
are
two
icons,
one
to
view
the
 list
of
templates
from
Step
1,
and
another
to
preview
your
template.

 Here
you
provide
default
information
that
you
want
to
be
populated
into
every
 email
blast
you
create
with
this
template.
Filling
out
these
fields
is
not
required,
but
 it
may
be
useful.
 



‐
Reference
Name:

This
is
an
internal
name
not
visible
to
the
public.


(3)





‐
From_Name:

The
name
this
email
comes
from,
best
formatted
as
"First
and
Last
 Name,
Organization"
 



‐
From_Email:

The
email
address
this
email
comes
from.

 





‐
Tip:
This
must
be
a
valid
email
address!
 





‐
Another
Tip:
It's
best
to
use
the
same
email
address
for
all
email
blasts.
 



‐
Reply_To
Email:

The
address
you
want
to
receive
direct
replies.

If
you
have
a
 Reply‐To
Manager
set
up,
use
it
here.
 



‐
Subject:

Default
subject
line.
 



‐
Edit
Template:

If
you
want
to
be
able
to
see
and
edit
your
template
within
the
 email
workflow,
click
this
box.

If
you
do
not
want
to
enable
this
feature,
do
not
 check
this
box!

 Uneditable
templates:
 





+
You
may
change
your
selected
template
within
the
email
blast
workflow
 up
until
you
select
send.
 





+
The
only
part
of
an
uneditable
template
that
will
appear
in
the
email
blast
 workflow
is
the
content
wrapped
between
the
TemplateBeginEditable
and
 TemplateEndEditable
tags.
 





+
The
Email
Blast
workflow
will
capture
and
hold
onto
any
text
content
that
 is
between
the
TemplateBeginEditable
and
TemplateEndEditable
tags.

This
means
 that
even
if
you
change
your
template,
any
content
that
was
originally
from
the
 template
and
between
those
tags
will
remain.
 





o
Editable
templates
 





+
Once
you
have
selected
an
editable
template
within
the
email
blast
 workflow,
you
can
no
longer
change
templates.
 





+
If
marked
as
editable,
the
entire
email
template
will
appear
in
the
email
 blast
workflow
(not
just
the
content
wrapped
between
the
TemplateBeginEditable
 and
TemplateEndEditable
tags).
 





+
Even
though
the
TemplateBeginEditable
and
TemplateEndEditable
tags
 don't
define
what
is
editable,
you
still
need
to
have
the
tags
in
your
email
template.
 





+
Edits
that
are
made
to
an
editable
template
inside
the
email
workflow
will
 not
be
saved
on
the
template
itself.
 



‐
Click
Save
to
save
your
work
or
Save
&
Continue
to
save
and
continue
to
the
 HTML
Content
tab.


(4)


 
 
 
 STEP
3:
HTML
Email
Template
 Once
you
are
in
the
HTML
Content
tab
of
an
email
template,
you
can
create
or
edit
 the
template
content,
images,
and
links.
 



‐
Viewing
and
editing
your
template:
(Image
1)
 • By
default,
you
will
first
see
your
HTML
template
in
the
WYSIWYG
viewer
 without
the
editing
toolbar.
 • To
see
the
editing
toolbar,
click
in
the
HTML
content
box
and
it
will
appear
 at
the
top
of
the
content
box.
 • To
view
the
source
code,
click
"Source"
in
the
upper
right‐hand
corner
of
 the
toolbar.
 



‐
Adding
an
unsubscribe
link:
(note
arrow
in
Image
1)
 • To
add
an
unsubscribe
link
to
your
template,
you
will
need
to
be
in
the
 WYSIWYG
view
(not
the
source
view).

By
clicking
this
link,
hypertext
will
 be
autogenerated
with
all
of
the
necessary
code
to
track
unsubscribe
rates


(5)





‐
Template
Editable
tags:
(Image
2)
 • All
HTML
templates
require
TemplateBeginEditable
and
 TemplateEndEditable
tags.
 • If
your
template
is
Uneditable,
the
only
part
of
the
template
that
will
appear
 in
the
email
blast
workflow
is
the
content
wrapped
between
the
 TemplateBeginEditable
and
TemplateEndEditable
tags.
This
is
where
you
 want
to
place
your
email
content.
 • If
your
template
is
Editable,
the
entire
email
template
will
appear
in
the
 email
blast
workflow
(not
just
the
content
wrapped
between
the
 TemplateBeginEditable
and
TemplateEndEditable
tags).

Even
though
the
 tags
alone
don't
define
what
is
editable,
you
still
need
to
have
the
tags
in
 your
email
template.
 • If
you
do
not
have
the
TemplateBeginEditable
and
TemplateEndEditable
 tags
in
your
template,
you
will
see
a
message
at
the
top
of
your
screen
 prompting
you
to
add
them.
 Image
1:
 
 



(6)

Image
2:
 
 

 
 STEP
4:
Plain
Text
Templates
 Plain
text
templates
provide
basic
headers
and
footers
for
your
plain
text
emails.

 Because
no
HTML
can
be
used,
the
template
includes
basic
text
and
full
URLs.
 



‐
Viewing
and
editing
your
template:
(Image
1)
 • By
default,
plain
text
templates
are
always
editable
and
will
always
dump
 all
of
the
template
into
the
email
workflow.
 • The
Email
Blast
workflow
captures
and
holds
onto
plain
text
in
a
template.

 As
a
result,
even
if
the
HTML
Template
is
switched
halfway
through
the
 email
workflow,
the
plain
text
template
will
not
change.
 



‐
Adding
an
unsubscribe
link:

 • To
add
an
unsubscribe
link
to
your
template,
click
the
hyperlink
that
is
 above
the
content
box.

By
clicking
this
link,
a
URL
will
be
autogenerated
 with
all
of
the
necessary
code
to
track
unsubscribe
rates
in
your
email
blast.
 



‐
Template
Editable
tags:
 • TemplateBeginEditable
and
TemplateEndEditable
tags
should
be
placed


(7)

plain
text
templates
are
always
editable,
you
still
need
to
have
the
tags
in
 your
plain
text
email
template.
 • If
you
do
not
have
the
TemplateBeginEditable
and
TemplateEndEditable
 tags
in
your
template,
you
will
see
a
message
at
the
top
of
your
screen
 prompting
you
to
add
them.
(Image
2)
 Image
1:
Image
2:
 
 

 


(8)

Email
Template
FAQ
 ‐

Why
can't
I
change
my
template
in
my
email
blast
workflow?
 • You
can
only
change
your
template
within
the
email
blast
workflow
if
it
is
 an
uneditable
template.

You
can't
change
it
after
you
select
"Send".
 



‐
I
checked
the
box
to
send
only
a
plain
text
message
and
now
I
can't
change
it
 back.

Help!
 • Just
unclick
the
box
and
then
hit
"Save".

The
HTML
content
tab
should
now
 magically
reappear.
 



‐
If
I
delete
a
template,
will
that
affect
emails
that
are
on
our
email
archive
 webpage?
 • Nope,
the
email
blast
will
appear
as
it
did
when
the
campaign
manager
hit
 the
big
send
button.
 



‐
My
email
blast
has
multiple
templates
wrapped
within
one
another.

What
gives?
 • You
probably
have
one
of
three
things
going
on:
 o You
have
more
than
one
set
of
TemplateBeginEditable
and
 TemplateEndEditable
tags
in
a
template.

If
yes,
than
just
delete
that
 extra
tag
and
start
fresh.
 o You
added
content
in
Step
2
before
selecting
a
template
in
Step
1.

If
 yes,
then
save
the
content
and
start
fresh.

You
must
pick
your
 template
before
adding
content.
 o You
don't
have
the
TemplateBeginEditable
and
 TemplateEndEditable
tags
in
your
template.

If
yes,
than
add
them!
 


Figure

Updating...

References