Email Templates

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

HTML Editor Toolbar

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

Editing Toolbar

Template Variables in Email Templates

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

Personalized Merge Fields

Create Personalized Merge Fields in custom email templates.

Personalized Merge Fields