Help: Email Design

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Working With Email Templates

Our Email Marketing service includes a number of email templates built-in to the system. You will see these templates whenever you create a new campaign.

You can also view and download our templates on our website.

If you wish to view all templates, edit an existing template, or add your own template, you can do so by first clicking the Campaigns tab, then clicking “Email Templates” on the right.

From the Email Templates page, you can click on a template to edit it, or you can click Add on the bottom of the page to add your own email template.

 

Adding Your Own Email Template

To add a brand new email template, go to the Campaigns -> Email Templates page, and click Add on the bottom (note: do not click Import).

When adding a template, you will first need to type a Template Name. This is just an internal name that you can use to easily identify your template. This name will not be seen by any of your subscribers.

You can choose to create your template using our built-in Visual Editor if you’d like — or, if you already have an HTML template that you’d like to use (perhaps one that you have designed yourself, or one that you have obtained online), you can easily click the Code Editor tab and paste in your own HTML code as shown below.

After pasting in HTML code, you can switch back to the Visual Editor tab to see a quick preview of your message, and make any minor changes you may need to make.

* * * NOTE: When editing a template using the Visual Editor, some colors, font sizes, or other styles may not appear correctly. This is because the Visual Editor has its own CSS style sheet that it employs during the editing process, which may override some of the styles in your own HTML code. However, these changes are temporary, and only appear during the editing process. Previewing the message using the “Email Preview” option, or sending a test message to yourself will show you how the message will actually appear when it is sent.

If you have pasted in your own custom HTML code, but your images are not showing up when you view the message in the Visual Editor, please take a look at this article for more information: After pasting code into the Code Editor, images do not appear.

 

 

Template Permissions

When you create an email template, you can choose which list(s) that template can be used in. This way, you can restrict which of your users can see which templates, if you’d like.

You can choose to make the template available for all lists (and thus all users), or you can choose specific lists this template can be used in.

 

Template Tags

Template tags allow you to easily sort your templates by category, on the Email Templates page, and also while you are creating a new campaign. This allows you to find the templates you need much more easily and quickly.

When creating a new template, you can type in any values you’d like as a template tag, in order to categorize the template. Be sure to type in your tags separated by a comma.

 

Testing & Adding The Template

Before adding your template, you can choose to send a test copy of the message to yourself, preview it in different email clients (by clicking Email Preview), or view the spam score for that template (by clicking Spam Filters).

These features will help ensure that your template appears correctly in all email clients, and that it will have a better chance of reaching your subscribers’ inboxes.

When you are satisfied with the email template, click Add on the bottom to save it. Once the template has been saved, you should be able to see it as one of the available templates to use when you create a new campaign.

 

Importing & Exporting Templates

Our software includes the option to export templates to an XML file, or import templates from an XML. This is useful if you need to backup an existing template from your system, create a duplicate of an existing template, or move an existing template from one account to another — in one easy step.

To export a template, go to the Campaigns -> Email Templates page, click on the template you want to export, then click Edit. Once you are on the Edit page, scroll to the bottom, and click Export in the lower right corner.

After you click Export, a pop-up window will appear asking you if you want to export just the HTML code, or if you want to export the XML version of the template (this will include all of the HTML code and the images, in a single importable file).

If you want to be able to import this template in to an Active Campaign Email Marketing account later on, with all images included, choose the “XML” option.

Now that you have exported the template as an XML file, you can easily import this template back in to your account later on, or in to any other Active Campaign Email Marketing account. To do this, go to the Email Templates page, and click Import on the bottom of the page.

You will be brought to an Import page, where you can name your template, choose your template permissions, and browse your computer to find the XML file.

Once you have chosen the template XML file, click Import, and an exact copy of the template will be added to your system — with all HTML code and images added in one single step.

*** Important note: Only XML files that have originally been exported from our software, or downloaded from our site, can be imported. Our software only recognizes our specially formatted XML files. If you try to import an XML file that you have downloaded elsewhere, or composed yourself, it will unfortunately not be recognized.

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