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Email Templates

Templates are ready to use and available content structure or framework for sending emails to customers.

To create an email template, click the + Create New Template option under Email Templates. On the Create Template screen, in the upper section:

  1. Input the Name of the template.
  2. Select the layout which you desgined before.
  3. Choose the Template Models, model type for which the email would be sent e.g. accounts or sponsorships.
  4. Select the category of communication preferences so that Engage can use that throughout.
  5. Write the Subject, Sender Name and Senders Email.
  6. Choose the Stylesheets, CSS files used to define the visual presentation and layout of elements within a document.

Create Template first section

In the lower section:

  1. Write down the email body of the template. You can also preview the content via the Preview option.
  2. Click the + icon and search for the available merge fields for the selected template model. By default, merge fields related to the template model selected appear automatically and are populated once the email is generated.
  3. Include any media assets for the template e.g. images or fonts by uploading any new via + Add Asset or select from existing ones.
  4. Add any email attachments in the File attachments section.
  5. Add any extra notes and click Save.

Create Template lower section

List of Templates​

All templates added appear in the form of a list under the Email Templates tab with the following parameters.

ParametersDescription
ReferenceUnique reference of the template.
NameName of the template.
Created ByName of the admin user who created the template.
Updated AtDate and time the template was updated at.
NotesAny notes added within the template.