Digital Engagement Documentation

Template

In this step, select an existing Email Template, Upload an Email HTML file, or get creative and use the Email Editor to start content from Scratch.

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A ‘View Templates by Category’ dropdown is located in the upper right corner that Filters Templates by Category to facilitate the Search for the desired Template.

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Select one of the following methods to create the Email content:

Start from Scratch: click on the ‘New’ card to create the Email Content from Scratch using the Email Editor.

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Click on the Next button to continue to the Personalize step.

Select an Email Template: streamline process by selecting an existing Email Template.

If a Template has been selected, the background of the Template Card will turn grey to indicate the selected one.

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In this example, Template Three has been selected to be used.

Click on the Next button to continue to the Personalize step.

Upload: to use an existing HTML file for the Email content, click on the ‘Upload’ card.

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Once selected, click on the Next button.

The following upload box will appear to either drag and drop the file or click to browse from the local computer.

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Once the file has been uploaded, it will advance to the Personalize step and display the uploaded HTML file content in the Email Editor