http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
CreatingandManagingEmailTemplates
Emailtemplatesareessentialto"protect"theHTMLinanemailblast.TheyprovideconsistencyandensurecriticalpartsoftheHTMLarenotalteredduringthecreationofablast.
TheWYSIWYGweprovideinouremailblastworkflowisahelpfultool,butitisn'tperfect.Itworksbestwhenyouletithelpyouwithbasicformattinginsteadoftryingtocreateanentireemail.
Templateshelpyoubyseparatingthedesignofanemail(whichmostlycomesfromthetemplate)fromthecontent(whichyouaddinStep3oftheemailworkflow).Wehighlysuggestusinganemailtemplatewhensendinganemailblast.
STEP1:FindorCreateYourEmailTemplate
CREATEanewemailtemplate:
‐GototheEmailblasttab
‐Click"Emailtemplates"inthesubnavigationbar
‐Onceyouareattheemailtemplateinterface(seeImage1),click"AddanotherEmailtemplate"atthebottomofthescreen
‐Click"Edit"ontheleft
EDITapreexistingemailtemplateinthreeways:
Option1:
‐Emailblasttab
‐Click"Emailtemplates"inthesubnavigationbar
‐Click"Edit"intheleftcolumn
Option2:
‐Click"Managetemplates"inthesubnavigationbar
‐Underemailtemplates,select"Clickheretomanagethesetemplates"
Step1:FindorCreateYourEmailTemplate
Step2:TemplateInformation
Step3:HTMLEmailTemplate
Step4:PlainTextTemplates
EmailTemplateFAQ
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
‐Click"Edit"intheleftcolumn
Option3:
‐Emailblasttab
‐Createblast
‐Click"Edit"nexttoanyoftemplatepreviews
‐Tip:Youwillnavigateawayfromtheemailblastworkflowifyouchoosetoedityourtemplatehere.Clickwisely!
Onceyouareatyourlistofemailtemplates,youcanEdit,Preview,CopyorRemoveyourtemplatesindividually.
STEP2:TemplateInformation
Thebasicemailtemplateworkflowissplitintothreetabs:FromInformation,HTMLContent,andTextContent.Totheleftofthesetabsaretwoicons,onetoviewthelistoftemplatesfromStep1,andanothertopreviewyourtemplate.
Hereyouprovidedefaultinformationthatyouwanttobepopulatedintoeveryemailblastyoucreatewiththistemplate.Fillingoutthesefieldsisnotrequired,butitmaybeuseful.
‐ReferenceName:Thisisaninternalnamenotvisibletothepublic.
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
‐From_Name:Thenamethisemailcomesfrom,bestformattedas"FirstandLastName,Organization"
‐From_Email:Theemailaddressthisemailcomesfrom.
‐Tip:Thismustbeavalidemailaddress!
‐AnotherTip:It'sbesttousethesameemailaddressforallemailblasts.
‐Reply_ToEmail:Theaddressyouwanttoreceivedirectreplies.IfyouhaveaReply‐ToManagersetup,useithere.
‐Subject:Defaultsubjectline.
‐EditTemplate:Ifyouwanttobeabletoseeandedityourtemplatewithintheemailworkflow,clickthisbox.Ifyoudonotwanttoenablethisfeature,donotcheckthisbox!
Uneditabletemplates:
+Youmaychangeyourselectedtemplatewithintheemailblastworkflowupuntilyouselectsend.
+TheonlypartofanuneditabletemplatethatwillappearintheemailblastworkflowisthecontentwrappedbetweentheTemplateBeginEditableandTemplateEndEditabletags.
+TheEmailBlastworkflowwillcaptureandholdontoanytextcontentthatisbetweentheTemplateBeginEditableandTemplateEndEditabletags.Thismeansthatevenifyouchangeyourtemplate,anycontentthatwasoriginallyfromthetemplateandbetweenthosetagswillremain.
oEditabletemplates
+Onceyouhaveselectedaneditabletemplatewithintheemailblastworkflow,youcannolongerchangetemplates.
+Ifmarkedaseditable,theentireemailtemplatewillappearintheemailblastworkflow(notjustthecontentwrappedbetweentheTemplateBeginEditableandTemplateEndEditabletags).
+EventhoughtheTemplateBeginEditableandTemplateEndEditabletagsdon'tdefinewhatiseditable,youstillneedtohavethetagsinyouremailtemplate.
+Editsthataremadetoaneditabletemplateinsidetheemailworkflowwillnotbesavedonthetemplateitself.
‐ClickSavetosaveyourworkorSave&ContinuetosaveandcontinuetotheHTMLContenttab.
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
STEP3:HTMLEmailTemplate
OnceyouareintheHTMLContenttabofanemailtemplate,youcancreateoreditthetemplatecontent,images,andlinks.
‐Viewingandeditingyourtemplate:(Image1)
• Bydefault,youwillfirstseeyourHTMLtemplateintheWYSIWYGviewerwithouttheeditingtoolbar.
• Toseetheeditingtoolbar,clickintheHTMLcontentboxanditwillappearatthetopofthecontentbox.
• Toviewthesourcecode,click"Source"intheupperright‐handcornerofthetoolbar.
‐Addinganunsubscribelink:(notearrowinImage1)
• Toaddanunsubscribelinktoyourtemplate,youwillneedtobeintheWYSIWYGview(notthesourceview).Byclickingthislink,hypertextwillbeautogeneratedwithallofthenecessarycodetotrackunsubscriberatesinyouremailblast.
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
‐TemplateEditabletags:(Image2)
• AllHTMLtemplatesrequireTemplateBeginEditableandTemplateEndEditabletags.
• IfyourtemplateisUneditable,theonlypartofthetemplatethatwillappearintheemailblastworkflowisthecontentwrappedbetweentheTemplateBeginEditableandTemplateEndEditabletags.Thisiswhereyouwanttoplaceyouremailcontent.
• IfyourtemplateisEditable,theentireemailtemplatewillappearintheemailblastworkflow(notjustthecontentwrappedbetweentheTemplateBeginEditableandTemplateEndEditabletags).Eventhoughthetagsalonedon'tdefinewhatiseditable,youstillneedtohavethetagsinyouremailtemplate.
• IfyoudonothavetheTemplateBeginEditableandTemplateEndEditabletagsinyourtemplate,youwillseeamessageatthetopofyourscreenpromptingyoutoaddthem.
Image1:
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
Image2:
STEP4:PlainTextTemplates
Plaintexttemplatesprovidebasicheadersandfootersforyourplaintextemails.BecausenoHTMLcanbeused,thetemplateincludesbasictextandfullURLs.
‐Viewingandeditingyourtemplate:(Image1)
• Bydefault,plaintexttemplatesarealwayseditableandwillalwaysdumpallofthetemplateintotheemailworkflow.
• TheEmailBlastworkflowcapturesandholdsontoplaintextinatemplate.Asaresult,eveniftheHTMLTemplateisswitchedhalfwaythroughtheemailworkflow,theplaintexttemplatewillnotchange.
‐Addinganunsubscribelink:
• Toaddanunsubscribelinktoyourtemplate,clickthehyperlinkthatisabovethecontentbox.Byclickingthislink,aURLwillbeautogeneratedwithallofthenecessarycodetotrackunsubscriberatesinyouremailblast.
‐TemplateEditabletags:
• TemplateBeginEditableandTemplateEndEditabletagsshouldbeplacedaroundthespacewhereyouremailcontentwillbeinserted.Eventhough
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
plaintexttemplatesarealwayseditable,youstillneedtohavethetagsinyourplaintextemailtemplate.
• IfyoudonothavetheTemplateBeginEditableandTemplateEndEditabletagsinyourtemplate,youwillseeamessageatthetopofyourscreenpromptingyoutoaddthem.(Image2)
Image1:
Image2:
http://www.salsacommons.org/o/8001/p/salsa/web/wiki/public/?reference=Creating%20and%20Managing%20Email%20Templates
EmailTemplateFAQ
‐Whycan'tIchangemytemplateinmyemailblastworkflow?
• Youcanonlychangeyourtemplatewithintheemailblastworkflowifitisanuneditabletemplate.Youcan'tchangeitafteryouselect"Send".
‐IcheckedtheboxtosendonlyaplaintextmessageandnowIcan'tchangeitback.Help!
• Justunclicktheboxandthenhit"Save".TheHTMLcontenttabshouldnowmagicallyreappear.
‐IfIdeleteatemplate,willthataffectemailsthatareonouremailarchivewebpage?
• Nope,theemailblastwillappearasitdidwhenthecampaignmanagerhitthebigsendbutton.
‐Myemailblasthasmultipletemplateswrappedwithinoneanother.Whatgives?
• Youprobablyhaveoneofthreethingsgoingon:o YouhavemorethanonesetofTemplateBeginEditableand
TemplateEndEditabletagsinatemplate.Ifyes,thanjustdeletethatextratagandstartfresh.
o YouaddedcontentinStep2beforeselectingatemplateinStep1.Ifyes,thensavethecontentandstartfresh.Youmustpickyourtemplatebeforeaddingcontent.
o Youdon'thavetheTemplateBeginEditableandTemplateEndEditabletagsinyourtemplate.Ifyes,thanaddthem!
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