Create an Email Template

From Communications, click Manage Communications and select the category to store your template. From the category page, under Tasks, click New Document or Classic Email Template. The Communication Template wizard opens to help you complete the process.

On this step, enter a name and description for your email template. Under Email Options, the template name automatically defaults in the Subject field, but you can change it. When you change the template name, it does not automatically appear in the Subject field; you must manually update it if necessary.

When you use the Advanced Mass Email module, checkboxes appear for you to include Forward to a Friend, View as a Web Page, and sharing links in your email template.

Note: When you create an email template, disregard the Document Options section.

On this step, you select an eTapestery layout for your communication template. You can select a layout category, such as Newsletters or Events, to display the layouts for that category and then select the one you want to use for your template.

Use the TinyMCE editor to design the content of your labels. For more information about this editor, refer to TinyMCE HTML Editor.

Under Preview, click Email to test how the email appears for recipients. The Preview Email screen appears. To send the current template contents as an email to the addresses, click Send.

When you include merge tags in your template, merged data from your own user account appears in the Preview. If your user account does not contain data for the merged field, it appears blank in the Preview.

Tip: Due to variations in how different email providers read HTML, your email contents may vary slightly across providers. You can send a test email to multiple providers to verify the content renders in an acceptable format for each one.

Use these options to save the template and navigate to another page from the Save and drop down field.

Finish: Saves the template and returns you to the communication category.

Create Document: Saves the template and takes you to the first step of the document generation wizard.

Mass Email: Saves the template and takes you to the first step of the mass email wizard.

Edit: Saves the template and keeps you on the current step of the template setup wizard.