How can I create my own template?

May not be available in all accounts. Contact us for additional information.

To access the template builder:

  1. Click Templates in the "Manage" box on the Home page, and then click the Create a Template button in the upper right. 
  2. Enter a title for the template. (The title will be used for your record-keeping purposes only inside your account and will not be seen by recipients. You can change the title at any time by clicking the down arrow icon for the template and selecting Rename.)

To create a drag and drop template:

  1. Click the Create button on the left hand side.
  2. Click into the campaign content to edit.
    When you hover over an area, you'll see a set of options exposed at the upper right of the area - including drag, copy, delete - as well as access to the HTML content (via the <> icon) and Settings (via the cog wheel icon), where you can control which elements will be visible when creating a campaign from the template and hovering over the same area as well as other settings for the area.
  3. Click the Add Content button in the upper left to expose blocks of content that you can drag into the template.
  4. Click the Continue to Preview and Save button.
  5. You can choose to check the code of the template and also preview it in several popular email applications.
  6. Click the Save Template button when you are finished.
  7. A window will appear with a red dashed rectangle surrounding the area where the unsubscribe link would normally display. Enter the four digits shown in the red dashed rectangle into the Confirmation Code field, and click the Confirm Unsubscribe Link button.
  8. By default, the template will appear in your My Templates tab. You can share with additional users from there, or via Admin > Templates you can add and remove templates from categories.

To create a template from your own HTML code:

  1. Click the Create button on the right hand side.
  2. Select a source to be used as the basis for your template. Depending upon the options available in your account, you can import content from your own HTML, a URL or a sent campaign.
  3. Once your content has been loaded, you will see 3 steps in the template creation process: Content, Define Areas, and Preview and Save.
  4. In the Content step, make any needed changes to the design or layout using the editing toolbar.
  5. When you are happy with the design and layout, click the Continue to Define Areas button.
  6. In the Define Areas step, you will identify the area (s) area of the template that will be editable. Any area you define as editable here will be indicated by dashed lines when the template is used in a campaign.
  7. When you are happy with the areas, click the Continue to Preview and Save button.
  8. You can choose to check the code of the template and also preview it in several popular email applications.
  9. Click the Save Template button when you are finished to complete the process.
  10. By default, the template will appear in your My Templates tab. You can share with additional users from there, or via Admin > Templates you can add and remove templates from categories.