Email Templates


If you have a template of your own you can add it to the system. When you next compose an email message, you'll be able to select the template in the first step and edit it accordingly.

To access your templates, click Emails > Templates.


Templates are useful when you have a standard format and layout for all your mailers. A graphic designer can create a simple, easy-to-use template for all your newsletters and you can pop the HTML code for that design into the system.

Create a Template

Follow these steps to create a new template for your emails:

  1. Click Emails >Templates.
  2. Click New to create a template.
  3. Enter a name and description for your template.
  4. Fill in the relevant details in the Message properties tab (see below for details).
  5. Click the HTML tab.
  6. Insert your custom code into the box provided.
  7. When you're done, click Save.

Template Types

There are two types of templates available; Component and Template.


This option is limited to certain elements that will be used in your message. If there's a standard logo, header or footer that will be used repeatedly in your messages, you can create them as components. You can then use them in your messages (to do this, click the Personalisation tab in message composition and insert the component).


This is the default, recommended option to use. Templates are more detailed than components and allow you to pre-define the message fields and the HTML design.


Message Properties

Complete the following template properties and options:

Email SubjectThis is the subject line subscribers will see in their inbox. This subject line is editable.
From NameThe company name that you'd like your subscribers to see when they receive your message in their inbox.
From EmailThis is what your subscribers will see as the 'From' email address in their inbox.
Reply EmailThe email address you want all replies to go to when subscribers click on 'Reply-to'
Convert CSS to Inline StylesSome email clients strip CSS styling out of emails if it isn't coded inline. This will ruin the appearance of your email. Check this checkbox to automatically convert CSS to inline styles.
Embed ImagesImages will automatically download when the mail is opened. This option only works when images are uploaded to the system server. Embedded images double the size of your message, which negatively impacts delivery.
Track LinksRecord the click-through-rate of links in the mail. You will view these results in the reports area.
Track ReadsRecord the open rate of the mail. You can view these results in the reports area.
Google Analytics on Your DomainsView the amount of traffic coming to your website from your email campaign. Google Analytics needs to be set up under My Account in the system in order to track the links and traffic from your email campaigns.
Contains Unsubscribe LinkIncludes unsubscribe, update profile, forward, pause subscription, web version and complaint links. Who the mail is from, physical address and who the mail was sent to are omitted.

Contact Lists

Click the Contact Lists tab to select the list/s the template will be used for. Check the checkbox of the corresponding lists.


This step is optional, as you can choose which lists the message is sent to during message composition as well. 


Click the HTML tab to insert the message design or HTML source code. You can see all the design elements of your message, copy and paste text into this panel, as well as upload and insert images. Use the Source icon on the WYSIWYG to insert any HTML source code. Alternately, use the WYSIWYG to compose the body of the message, insert images and edit text.

Text Version

Click the Text Version tab to enable a plain text version of the message for subscribers who can't receive HTML content (image and design-rich mail). Check the checkbox to Automatically extract all the text from the HTML version. You can also Copy from HTML, or compose your own text version in the text box presented. Finally, you can Import from URL if the message is hosted on your website.


To view existing templates click Emails > Templates. Existing templates are shown on the left. When you click the template name a preview of the message will display on the right. The preview shows the template properties, message properties, preview thumbnail and the template design.

  • Click Preview to see what the template looks like.
  • Click Create to create a message based on the template.


Previous Message as Template

If you have sent an email and want to use it as a template for future messages, you can click the Create Template button in the quick links found in Email History.


You will be redirected to the Email Template creation tool with the information from your message populated in the details. Simply fill in the Name and Description of your new template and it is ready for use.

For more information on creating templates, read the Email Templates guide.
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