Upload Custom Email Templates

In addition to the default email templates, you can also upload your own custom email templates.

About this task

Warning: Email Templates are being deprecated. You should use content tag templates instead.

For more information on creating your own custom email template, see Get Started Designing A Custom Email Template.

To upload a custom email template:


  1. Go to Messages > Email Templates.
  2. Click Upload Template.
    Template Upload Screen
  3. Add a name for the email template in the Template Name text box.
  4. Optional: Check the Remove DOCTYPE box to keep the DOCTYPE.
    The Remove DOCTYPE option is checked by default to help prevent cross email client formatting issues. When emails are sent via the application, they default to using the following DOCTYPE:
    <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">						
    You can choose to keep the DOCTYPE intact, just be mindful that it may affect the formatting of your email.
  5. In the Template HTML section, click Choose File to upload the HTML file that will be used for the custom email template.
  6. Optional: Click Choose File in the Thumbnail Image section to upload a thumbnail image that will appear next to your custom email template on the Email Templates page.

    Images uploaded as thumbnail images are added to the file management area of the application. You can edit, delete, or change the thumbnail image used for a template at any time.

  7. Optional: Click Choose File in the Content File(s) section to upload images or any other external resource to be used in the custom email template.

    You can upload multiple items. You can remove an item from the list of items to upload by clicking the red X next to the items selected for upload.

    Delete Template Content Items
    Note: In addition to the Template HTML and Thumbnail image, you can upload a maximum of 48 Content Files.
  8. Click Upload to upload the email template and associated content files.