Creating a New Email Template

There are two ways of creating new email templates - through the Manage Templates area and through the Create-Your-Own-Email builder.

Create an email template through Manage Templates

In this area, each new template must be based on an existing template.

1. Navigate to > Settings.
2. Select Manage Templates in the left sidebar.
3. Select Duplicate from the Actions dropdown menu for any existing template.  Provide a name for the new template in the pop-up window.
4. Use the email builder to drag and drop Content, add/edit Rows, and manage Settings. Learn more about the email builder here, under the Edit a CYO Email section, and on our Advanced Email Editing page.
5. Once all edits to the template have been made, click Save Template. Users will now be able to use this template when creating their own emails in the partner portal.

Create an email template through the Create Your Own Email builder

This option allows you to create a new email template from scratch or duplicate and edit an existing template.

Note

The Create Your Own Email option may need to be enabled on your system. Reach out to your supplier for information.

1. Create a new campaign, or open My Campaigns and select a campaign to add an email to.

   Note: You will not be creating an email for the campaign, this is just how the template editor is accessed. You may consider creating a campaign just to hold all custom email templates.

2. Click Add Activity > Email.
3. Click Create Your Own Email.
4. In Create Your Own Email, enter a name for the email then click Create.
5. Click Edit to open the email builder for this email.
6. Click Save and Next to enter the Personalize Email tab.
7. When prompted to select a template, select Blank if you’d like to start from scratch or select a pre-configured template.
8. To build the template, add empty row blocks and content block and set global settings for the email.  Learn more about the email builder here, and on our Advanced Email Editing page.
9. When finished building, click Templates.
10. Click Save As Template.
11. Provide a name and click Save.

The template appears in your list of available templates under Manage Templates. When a user creates a new email, they can choose this new template.