Preparing email campaign templates

The content of the emails sent by email campaigns is based on templates (with the exception of dynamic newsletter emails).

You can manage the templates on the Template management tab of the Email marketing application.

Managing email campaign templates

There are four types of templates:

  • Email – define the layout and design of static campaign emails. Templates of this type typically contain editable regions where email authors can enter the content of individual issues.
  • Double opt-in – template for the email messages where users can confirm their subscription to email campaigns that have double opt-in enabled.
  • Subscription – templates for the confirmation email message sent when users subscribe to email campaigns.
  • Unsubscription – templates for the email message sent when users unsubscribe.

Creating email campaign templates

To add new templates for an email campaign:

  1. Open the Email marketing application on the Template management tab.
  2. Click New template.
  3. Type a Display name for the template.

  4. Select the Template type.

  5. Click Save. The system creates the template and opens its General tab.

  6. (Optional) Set the following properties:

    PropertyDescription

    Thumbnail

    Allows you to upload an image that will be displayed as a representation of the template when creating new campaign emails.

    Only available for Email templates.

    Subject

    Sets the subject of the emails based on this template.

    Only available for Double opt-in, Subscription confirmation and Unsubscription confirmation templates.This field is not available for Email templates, since authors enter the email subject when writing individual issues.

  7. Write the opening and closing HTML code of the email message in the Header (HTML) and Footer (HTML) fields (including the <html> element).
    • You can leave the default values unless you need to customize the HTML envelope of the email messages based on the template.

  8. Define the main layout and content of the template inside the Body editor.

    • You can type basic text or add advanced content using the editor toolbar.


    Inserting an editable region into a template

    Adding regions to issue templates

    Email templates need to contain editable regions, where the authors of individual emails issues can enter content.

    To insert a region:

    1. Type a region name into the 
    2. (Optional) Set the Width and Height of the region.
    3. Click Insert.

    The body editor adds the region to the current cursor position as an expression in format:

    $$regionName:width:height$$
    Adding newsletter fields

    You can insert the following fields anywhere inside the body of the template:

    • {% ActivationLink %} - only available for Double opt-in templates. Resolves into a link to the subscription approval page, as defined by the Approval page URL property of the given email campaign.
    • {% Email %} - resolves into the email address of the email recipient.
    • {% FirstName %} - resolves into the first name of the recipient.
    • {% LastName %} - resolves into the last name of the recipient.
    • {% UnsubscribeFromCampaign %} - resolves into a link to the unsubscription page, as defined by the Unsubscription page URL property of the given email campaign.
    • {% UnsubscribeFromAllCampaigns %} - resolves into a link to the unsubscription page, as defined by the Unsubscription page URL property of the given email campaign.

    To add these expressions into the body, click Insert macro () on the editor toolbar and select the appropriate option under the Context specific objects section.

    Note: The field expressions only work in emails sent to actual subscribers. They do not resolve correctly when sending draft emails, since the recipients are not linked to subscribers in the system.

    You can also enter any other types of macro expressions into email campaign templates.

  9. (Optional) Use the CSS stylesheet field to define any CSS classes that you want to apply to the emails based on this template.
  10. (Optional) Add attachments to the email. We recommend attaching any assets, such as images or PDF files via Media libraries:
    1. Add the files that you want to add to a media library.
    2. In the email, click on where you want to link the attachment.
    3. In the text editor, click Insert/Edit link (for adding links) OR Insert/Edit image or media (for displaying assets directly in the email). 
    4. On the Media library tab, select the file that you want to link.
    5. Adjust the properties, such as Link text if you're adding text.
    6. Save & Close.
      The advantage of this approach is that the file in the email will always point to the most up-to-date file stored in the media library. Moreover, when sending the email, this approach does not affect performance the way attaching a file using the Attachment button does.
  11. Click Save.

You can now use the template in your campaign emails.

Assigning issue templates to campaign emails

In addition to the main template configured for static email campaigns, you can also add any number of alternative templates.

When editing an Email type template, you can assign it to individual emails on the template's Email campaigns tab.

Once an email campaign has multiple templates allowed, authors can select a template when creating an issue using Show advanced options.