AgileApps Support Wiki Pre Release

Difference between revisions of "Email Templates"

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imported>Aeric
imported>Aeric
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{{:Editors}}
{{:Editors}}


===HTML Editor Toolbar===
===Use the HTML Editor Toolbar===
The toolbar appears when using the free-form HTML editor.
The toolbar appears when using the free-form HTML editor.


:{{:Editing Toolbar}}
:{{:Editing Toolbar}}


===Template Variables in Email Templates===
===Add Template Variables===
Use Template Variables to personalize email templates:
Use Template Variables to personalize email templates:
:* From any template editor, Click the ''Show Template Fields'' link.<br>The [[Template Variable Tool]] pops up.
:* From any template editor, Click the ''Show Template Fields'' link.<br>The [[Template Variable Tool]] pops up.
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:''For a list of Template Variables, see:'' [[Template Variables in Email Templates]]
:''For a list of Template Variables, see:'' [[Template Variables in Email Templates]]


===Personalized Merge Fields===
===Add Personalized Merge Fields===
:Create Personalized Merge Fields in custom email templates.
:Create Personalized Merge Fields in custom email templates.
:{{:Personalized Merge Fields}}
:{{:Personalized Merge Fields}}

Revision as of 18:46, 15 August 2011

Workspace > All Items > Templates

Email templates define a standard look for Email correspondence that can be customized for individual messages.

About Email Templates

The Templates object stores email templates used in Campaigns and in general correspondence.

For other kinds of templates, see Templates (disambiguation)

Templates are created using an online editor, or by pasting in HTML created in an external editor.

Templates can also include variables to information so you can personalize each email that goes out.

Working with Email Templates

Create an Email Template

  1. Click Workspace > All Items > Templates.
    The Templates object opens.
  2. Click the [New Template] button.
  3. Select your template design method.
Design Methods

Editors

Use the HTML Editor Toolbar

The toolbar appears when using the free-form HTML editor.

Editing Toolbar

Add Template Variables

Use Template Variables to personalize email templates:

  • From any template editor, Click the Show Template Fields link.
    The Template Variable Tool pops up.
  • Select a category and a field.
    The name for the field appears in the Variable column. (For example:$Customer.discount.)
  • Copy the variable name, close the popup, and insert the variable into your template.
For a list of Template Variables, see: Template Variables in Email Templates

Add Personalized Merge Fields

Create Personalized Merge Fields in custom email templates.
Personalized Merge Fields