Creating a Template

This will give an overview on how to create & edit a template.

  1. Click on Email Management & then click on Build and Manage Templates
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  2. To create a new template, give it a name & then click on Template Builder.  To edit an existing template, click on the Open button & select the template to edit.
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  3. The first screen will give you a blank layout on the left-hand side & single/double/triple column blocks on the right-hand side.  There are two options for the columns, the left-most options are for just top & bottom borders, while the right-most options are for borders all around.  By default, there will be no visible borders, so if you do not plan on using borders, either option will work.
  4. You can click & drag whichever option you want into the blank layout, depending on your template layout.  You can also move/delete the blocks by hovering your mouse towards the top-right area of the block.
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  5. Once you have all of your blueprint blocks set, click on the green toggle in the top-right corner that says Blueprint.  This will then give you the Block elements you can add into your template.  Similar to the blueprint section, you can click & drag whatever element you would like into the section you want.  To move a block around, click & drag from the four-arrow button in the top-left corner.  For image blocks, if you want to make the image clickable, click on the pencil icon & fill out the Image URL field with the desired link.
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  6. Once you are finished, click on the Save button in the top-right corner.