Creating an email template

Before creating a message you will need to create a template first. The template will contain the message framework, its elements such as a logo, footer, layout and fields in curly brackets, which you can find in EMAIL MARKETING -> Standard Emails, e.g.{header} {banner} {content} {product}.

You can also use the template to create an entire message in case the information within the template is used for a one-off mailing campaign. When creating a message, simply select the template you made and save it.

Note: It is necessary that you add the ‘unsubscribe from mailing’ link to the template.
Click here to learn more >>

The new template can be added from EMAIL MARKETING -> EMAIL TEMPLATES

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Templates can be added in two ways:

[1] Import ZIP – by importing an already prepared template code together with graphics from a ZIP file. You must add index.html and graphics to the .zip archive, not the entire folder with the template.

[2] Add a new template – enables you to create a template in the old creator or upload a template developed in HTML.

Please note that in order to create a template in the new creator, you will have to go to EMAIL MARKETING -> DRAG&DROP EMAIL CREATOR. For more information click here >>

After clicking ADD A NEW TEMPLATE go to the template editor:

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[1] Name – the name that will allow you to identify the template in the program.

[2] Group – select the group you want the template to be placed in, with the default group set as default. When creating a template you can add a group, or select an existing one.

[3] This template is shared – click this option to make your template available and visible to other user’s accounts.

[4] This template is dynamic – click this option for dynamic templates (advanced option).

[5] Use email content from a URL – with this option you can upload a template from an external server. Paste the URL address of the template into the field. If the encoded template contains information in the subject line (in the ‘title’ attribute) then while sending the email the subject line will be taken from this attribute and the one entered in SALESmanago will be ignored.

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CREATING A TEMPLATE – BASICS

[A] Adding images

[1] To add an image from our gallery, click the button below:

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A window will open:

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[2] Choose an image.

[3] Click ‘Insert‘.

The image will appear in your email template.

[3] To add a text field, click the button below.

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You will see the Insert field window:

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[4] Here, according to what kind of text you want to prepare, type in its name, for example “headline”.

[5] It will appear in your template.

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You can also add content in HTML code. To do that go to the HTML editor:

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[B] Adding In-Line graphics more information learn more here >> 

[C] After a new template is saved, you can edit it by going to EMAIL MARKETING -> Email Templates. Choose ‘Edit‘ from the buttons below.

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TIPS ON HTML TEMPLATES

When an email is sent using this template, the graphics will be taken from the server.

We recommend creating a template in HTML. Below you can find some tips on creating templates using HTML code.

  • Ideally, create as simple a template as possible, avoid CSS,
  • content should generally be kept in tables,
  • for edited graphics, add style: “display: block; border: 0px“,
  • be careful when using shadow, border-radius, or background, as some email systems cannot display these properly,
  • table width should not exceed 680px,
  • avoid scripts, frames and flash animations,
  • try not to include forms or questionnaires,
  • the code MUST be compliant with the W3C standard for HTML 4.01. If there are errors in the code, the template will not display correctly,
  • Polish fonts should be encoded in the standard charset = utf-8 “.

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