Organization level email templates can be used as templates across any campaigns created for an organization. To create an email template to be accessed across the organization, do the following:
- On the Campaign's home page, click Creatives.
The following page appears.
- Click Email Templates
- Click +Template to create a new template
1. Predefined tags for creating message template; 2. Message body; 3. Option for uploading HTML file
- Create email template with the available tags as explained in the following
You can make use of the pre-defined tags that appear in TAGS field to create a template
- Customer: Consists of customer related tags such as name, loyalty points and slabs.
- Store: Consists of tags related to store such as store name, store external id, store phone number and address.
- User ID: This is used to insert user id in the message.
- Unsubscribe: This is used to add unsubscribe link to the email. The recipient of the email can just click this link to stop receiving emails from the organization.
- View in Browser: This is used to add a link to view email in a browser.
- Source: Use source to create the template using html code. You can also copy the HTML code and paste it in the message through Source
- Insert Image: Use this button to insert images to the email.
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- Type a name for the template in Save As box
- Click Save
Modifying existing template
After creating email template, if you wish to modify it, you can do it using the following procedure
- On the Campaign's home page, click CREATIVE ASSETS
- Open Email Templates page
- Click the template which you want to edit
The template editor screen appears as shown in the following figure
- Click Edit button that appears after selecting the template
- Edit the template using the editor and predefined tags
- Click Save
Note:
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Deleting Email Template
You can also delete email templates created for an organization.
To delete template
- On the Campaign's home page, click CREATIVE ASSETS
- Open Email Templates page
- Click the template which you want to delete
- Click Delete
The following pop-up screen appears on the top-center of the screen
- Click OK to confirm deletion