Creating Email Templates
Text emails are fine but most of us are used to seeing nice looking visuals in our emails from different organizations. With HTML emails you can make your outgoing email look as visually pleasing as you’d like. Most of us don’t have time to spend creating this visual look each and every time we send a message, that’s where email templates come in.
Where are Email Templates?
To get to email templates:
1. When you're creating a new email message, you can click on the Templates button
3. With the template loaded you can now enter your message with the design piece created for you already.
How Do I Create an Email Template?
Email templates exist on our servers and need to be installed by one of our technicians. To create your templates you will first design it and then send us the design so we can turn it into a template for you. Design your template. Use the built in tools to make the layout you wish to use. This may take a while which is why turning it into a template will save so much time later.
1. Many people use Sample Template 1 as a starting spot. You can load that and then make changes to it to save you some time.
a. Consider who will use the template. If they’ll be making messages that reference a merge field it might be beneficial to include that in the template design so they don’t need to remember to add it. “Dear [[firstname]]” works in a template just as it would in a regular email.
2. To create a template from scratch, click “New Template” and it will populate the template creation window with whatever you have in your email edit window already. You can edit the template further from here. Click “Save Template” to save it when you are done. 
3. This will populate the template creation window with whatever you have in your email edit window already. You can edit the template further from here.
4. You'll be able to select if you'd like to share with "Everyone" or just "My Group" (for example, you'd use "Everyone" to share with the rest of your school district or "My Group" for just your school)
5. Once you're finished, you can click "Save Template"
6. You can now "Return to Template List" and see your saved Template.
What if I have a Pre-made Template that I want to Upload?
1. You can click the "Source" button and copy and paste the premade template html code into the editor.
2. You'll be able to select if you'd like to share with "Everyone" or just "My Group" (for example, you'd use "Everyone" to share with the rest of your school district or "My Group" for just your school)
3. Once you're finished, you can click "Save Template"
What If I Have More Than 1 Template?
If you have more than 1 template simply repeat your steps to create a template. You can email us multiple files to upload at a time if you wish.
If your other templates look similar to the first template you may want to wait for us to create that first one for you. This will allow you to use it as a starting point for your other templates.
Should I Create a Template for an Email I Send Regularly?
No. Templates shouldn’t be full emails, they should be basic layouts. For your full email you can either name your message so you can find it in the prior messages window or create a list with that message and lock the message in. There is no limit to how many lists you can have so saving a list for 1 specific purpose is a fine way to accomplish that.