Create an Email Template

You can create an Email template using Drag & Drop Composer or copy and paste an already-designed HTML source code. Refer to Drag & Drop Email Composer to create a template using Drag and drop composer.

Create a New Email Template

Follow these steps to create a template using the HTML source code:

1. Navigate to Campaign management > Assets > Message templates ( Email ) list screen and click HTML editor.

2. On the Create email template screen, enter details for the following fields.

• Template name: Enter a name for the template.
• Format: Select a format of the template from the drop-down list box.
• Subject: Enter a text for the subject line.

3. Write the HTML code or copy and paste the HTML page source into the HTML pane. You can make changes to the code and preview it in the Preview pane.
4. If the format is selected as AMP HTML, HTML&TEXT copy and paste the AMP and text versions into the respective tabs.
5. Select the image folder where the image assets were already uploaded.
6. Use the Images, Links, and Partials drop-down list boxes to insert respective assets in the template.
7. (Optional) Click Check conditional code syntax (Beta) if you have used condition content. This will option will verify the HTML code for syntactical errors in the conditional content (IF -Else logic).

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Important considerations when using this feature:

• When you click on the button Check conditional code syntax, the system will scan the version of the HTML code as it exists at that point and identify any errors in the conditional code syntax.
  • This feature does not currently identify conditional syntax errors in the subject line or in the text content; it is currently limited to checking only the HTML content.
  • This feature will only highlight syntax errors in the conditional syntax (e.g., #IF_3…#ELSEIF_3…. #ELSE_3… #ENDIF_3). It is not designed to identify syntax errors in the standard HTML code itself. For that purpose, you will need to use a 3rd party tool to help you create syntactically correct HTML code.
  • This feature will only highlight one syntactical error at a time within the conditional code. After it has found the first error, it will show a pop-up alert as shown in the above screenshot. After correcting that error, you will need to click on the Check conditional code syntax button again to check the errors. If another error is found, then you will need to repeat the process after correcting the highlighted error.

7. Click Create email template.

Convert an Email Template to Master Template

An email template can be converted into a master template. These master templates are used to derive new email templates. The ‘master templates’ are ‘read-only’ templates and they cannot be edited once they are made as master templates.

1. Message templates ( Email ) list screen, click on the ellipses icon of the required template.

2. Click on Mark as master, which you want to convert as a Master template. A lock icon is displayed in the Status column indicating that the template is a master template and cannot be edited. You can edit the template only after making it a non-master template.

Create an Email Template from a Master Template

A new email template can be derived from a master template. The ‘master templates’ are reusable templates and cannot be edited once they are made as master templates.

Follow these steps to create a template from a master template:

1. On the Message templates ( Email ) list screen, click Drag & drop composer. The Create template screen appears.

2. On the Create template screen, select the From master template option from the Template option drop-down.

3. From the Copy from drop-down, select the master template from which you want to create a template and enter the following details:
   • Template name: Enter a name for the new template.
   • Subject: Proceed with the subject of the Master Template that appears or add a new text for the subject.

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The emojis in the subject line of the master template will not be carried forward to new template.

• Use template for: Select in what kind of deployments that template will be used.

4. Click Save and proceed.

The content of the selected master template is copied to the new template. You can edit the content as per your design.

Create an Email Template from a Non-Master Template

An email template can be created using a non-master template as well. A template may not always be made as a master template as it may undergo some changes based on the business requirements. The main disadvantage of a master template is that it cannot be edited once the template is made as a master template.
When you derive an email template from another existing template, you can associate a different ‘personalization reference’ with the derived template.

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Only Approved templates can be used to create templates from Non-Master Templates.

Follow these steps to create a template from a non-master template:

1. On the Message Templates ( Email ) list screen, click Drag & drop composer. The Create template screen appears.
2. Select the Template option as From Non-Master Template and enter details for the following fields:
   • Copy from: Select a template from the drop-down list box.
   • Template name: Enter a name for the new template.
   • Subject: Proceed with the subject of the Master template that appears or add a new text for the subject.

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The emojis in the subject line of the master template will not be carried forward to new template.

• Use template for: Select in what kind of deployments that template will be used.
• Personalization & conditional content reference: When you derive an email template from another existing template, you can associate a different ‘personalization reference’ with the derived template.

3. Click Save and proceed.

The content of the selected template is copied to the new template. The content can be edited as per your requirement.

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Unapproved templates cannot be used as a non-master template.