Manage Templates

Administrative Permission Required

Administrative permission is required to access the portal settings. For more information, contact your supplier's point of contact.

Overview

The Manage Templates area of the partner portal provides you with pre-configured, formatted email templates that you can reuse to ensure consistency in your communications with customers. You can use these templates in the email builder to create your own emails. You can also create your own custom templates.

The main benefit of using a template is to reduce the amount of design work required for each mailing. By having a set layout, you can ensure that whoever creates an email will be guided to include required information, and will send emails that conform to your corporate branding requirements.

In this article, we explain how to create your own templates, how to manage templates in your template library, and how to set default templates.

Before You Begin

You should be familiar with the topics covered in these articles before managing email templates:

• About Emails
• Manage Emails
• Advanced Email Editing
• Create Your Own Emails

Contents

Click + to expand each section.

Create New Email Templates

There are two ways of creating new email templates - through the Manage Templates area or through the Create Your Own Email builder (if this option is available).

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 in our Advanced Email Editing article.
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, under the Edit a CYO Email section and on our Advanced Email Editing article.
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.

Edit a Template

You can only edit templates that you have created. These steps don't apply to the default templates provided to you.

1. Navigate to > Settings.
2. Select Manage Templates in the left sidebar.
3. Select Edit from the Actions dropdown menu for any existing template that you have created.

4. The template editor screen is divided into two areas: a workspace that shows the current layout of the template (center) and a controls area (right).

   

5. Begin by deleting any unwanted elements. To do this, click on the item to select it and then click on the trash can icon to remove it from the page. 
6. [Optional] Open the Settings tab to configure the main settings including the width, background color, font, and link color.
7. [Optional] Open the Rows tab to add a new section. Rows are containers for other content and allow you to create distinct areas with one to four columns. If you delete a row, all of the content it contains will also be deleted.
8. [Optional] Open the Content tab and click-and-drag content elements into the desired position in the layout panel. Once positioned, click the item to open the properties for the item in the control panel.
9. Once you have made all of the required changes, click Save to exit.

Delete a Template

You can only delete templates that you have created. These steps don't apply for the default templates provided to you.

1. Navigate to > Settings.
2. Select Manage Templates in the left sidebar.
3. Next to the name of the template you want to delete, click Actions.
4. Click Delete.
5. You are asked to confirm that you want to delete the template. Click Delete to continue.

Set or Change a Default Template

To set or change the default template to be used for all new emails, follow these steps:

1. Navigate to > Settings.
2. Select Manage Templates in the left sidebar.
3. Select Set as Default from the Actions dropdown menu for any existing template.
4. A Default tag will appear next to the name of the selected template in the Manage Templates menu.

When you create a new email, the default template will automatically be used. To change it, you can click Templates > Change Template in the Personalize Email tab of the email builder.

Training

Related Topics

• Get Started with Email Marketing Campaigns
• Create Your Own Emails