Email Templates
Customize > Email Templates
Email templates define a standard look for Email correspondence that can be customized for individual messages.
About Email Templates
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
Add or Edit an Email Template
- Go to
Customize > Email Templates. - Choose an existing template, or click [New Template].
- Select your template editor:
Use the HTML Editor Toolbar
The toolbar appears when using the free-form HTML editor.
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.
- From any template editor, Click the Show Template Fields link.
- For a list of Template Variables, see: Template Variables in Email Templates
Adding Images
In HTML, an image is referenced using a tag that has the form: <image src"...">, where the src attribute contains an absolute or relative path to the image. That path can be a file path like ../images/local_image_file.jpg or it can be a URL of the form http://....
When the email arrives in a recipient's inbox, file paths are obviously of little value. (They would only work if recipient happened to have all of the right images at the right locations on their local system. Small chance!) So Http URLs are used to access the images.
__TBD: This has changed. After uploading, use the short URL for the image.__
To generate those URLs, the images to be included in the URLs need to be uploaded to the platform as Public Documents. URLs for those images become available when they are made public. You then insert those URLs into the <image src"..."> tags.
The resulting tag as the form <image src="https://{yourDomain}/networking/...">. The link then works in the recipient's email, because the image is publicly available.