Creating email templates

In Synerise, you can create an email template in two types of editors: code editor (allows you to create an email template as a user-friendly configuration form) and visual builder. If you already have templates prepared, you can import them to Synerise in a .zip file or from a URL address.

Predefined email templates are sorted into two folders:

• Predefined dynamic templates - This folder contains templates that include Jinjava
• Predefined simple templates

Requirements

You must be granted permissions to access the Email module and to create templates.

Tips before you go

• You can create an email template directly while sending an email. However, because of the approval procedure, it is more convenient to create a template and have it approved before defining the settings while sending an email as it speeds up the process of creating the email.
• While creating the template, save your template once in a while because there is no auto-save option.
• Always add the resignation link to the template - without it, the emails reach the spam folder.
• When you include the View in browser link, you can test if it works when you send a test email. It doesn’t work in the preview.
  Important: We do not recommend adding a View in browser link to templates that contain a reference to Automation event context (event.params.{paramName}) because previewing such messages is not supported.
• For a better template organization, you can create template folders:
  1. Go to Communication > Email.
  2. On the left side, click Templates.
  3. Select From template tab.
  4. Scroll down to the bottom of the page.
  5. Click Result: A pop-up appears.
  6. On the pop-up, in the Folder name, enter the name of the folder.
  7. Confirm by clicking Apply.

Creating a template

1. Go to Communication > Email.
2. On the left pane, click Templates.
3. • To create a new template, click Create new.
   • To create a template out of an existing template, click From template.
     1. Select the template.
        Result: The template is opened in the wizard in which it was originally created.
4. Select the wizard:
   • Drag&drop builder - This builder exists in two versions:
     • Basic builder - This builder is provided externally by BeeFree and you can create an email with ready-made components. This builder contains a Synerise-native element: HTML blocks.
     • Advanced builder - This builder provides you with the same capabilities as email code editor, but additionally it allows you to use CSS and JavaScript.
   • Code editor - Email code editor allows you to:
     • Create email templates from scratch and edit them by using HTML.
     • Create email templates to be edited in an easy-to-use configuration form that doesn’t require programming skills.

FAQ

You can find answers to the most frequently asked questions here. If you experience any issues while creating or sending emails, you can try to detect and remove the cause of the issues on your own by following the guides in our troubleshooting.