Create Email: Templates

About this task

Warning: Email Templates are being deprecated. You should use content tag templates instead.
Content tags are a great resource that can save you a lot of time by allowing you to create reusable blocks of content. After you create content tags you can use them in your messages. For more information about using content tags in messages see Add Content Tags In The WYSIWYG Editor or Use Content Tags In The Email Message Editor.

When you add or remove an editable section in an email template, the email template automatically saves the changes. When you make changes to the content in an editable section of an email template, you can save those changes using the Save buttons that appear in the pop-up window. The Cancel, Save, and Save and Close buttons on the bottom of the page only apply to changes made to the subject line, header, and footer. Hence, if you delete an editable section and then click the Cancel button on the bottom of the page, the deletion of the editable section will not be shown in the preview because that Cancel button only applies to the subject line, header, and footer. However, when you go back to the edit the email template, the deleted editable section will not be shown.

To create an email message using an email template:

Procedure

  1. Go to Messages > All Messages.
  2. Click Create New Message.
  3. Click Create Email Message.
  4. In the Name Your Email Message section, add a name for the email message in the Message Name text box.

    The email message name is the unique identifier for the email message. Think of it as the name of a document. It is important to remember that this is not the subject line for the email message. You should name the email message something relevant to its purpose.

  5. Optional: In the Message Organization section, select a message folder to store the message in using the Message Folder pull-down menu.
    You can also add a new message folder by checking the Create a new folder in the selected folder box and adding a name for the folder in New Folder Name text box. If you do not select a message folder, the message will be kept in the Messages folder by default.

    For more information on message folders, see Use Folders To Organize Your Messages.

  6. Click the Template Message radio button.
  7. Choose the email template you want to use from the window that appears
  8. Optional: In the Message Organization section, select a message folder to store the message in using the Message Folder pull-down menu.
    You can also add a new message folder by checking the Create a new folder in the selected folder box and adding a name for the folder in New Folder Name text box. If you do not select a message folder, the message will be kept in the Messages folder by default.

    For more information on message folders, see Use Folders To Organize Your Messages.

  9. Add a subject line for your email message in the Subject Line text box.

    For information on writing subject lines, see Effective Email Subject Lines.

    You can use dynamic content in email subject lines. For more information on how to use dynamic content in email subject lines for HTML and Template email messages, see Add Dynamic Content To The Body, Header, And Footer Of HTML And Text Email.

  10. Optional: Select a header to use in the email message from the Header pull-down menu.
    By default, the Header pull-down menu allows you to select a header that links to the online version of your email message.

    Including a link to the online version of your email message allows your contacts to view the email message in their web browser, instead of their email client. If a contact is having trouble viewing the email message in their email client, they will at least be able to view the email message as you intended in their web browser.

    For more information on creating headers in your account, see Headers And Footers.

  11. From here, you can begin adding content to your email message using the email template editor.
    Note: All UTF-8 characters are supported in email templates.

    For more information on using the email template editor, see Add Content To The HTML Version Of An Email Template Message.

    Note:
    • We automatically append Txt STOP to <XXXXX> to end, HELP for info. <XX>msg/mo. Msg&Data rates may apply. to all SMS confirmation messages.
    • Any time an SMS call-to-action is used (for example, Text Helptest to 33233 to receive a coupon), you must clearly display the following terms of service/conditions text: 
      Contact: sms@bronto.com or 888-276-6861. STOP to end. Msg&data rates may apply.
      This includes SMS calls-to-action in emails, tweets, Facebook posts, webforms, web pages, and any form of print communication.
  12. Click
    • Save to save your work and continue editing.
    • Save and Close to save and close the email message.