Creating email templates

In Synerise, you can create an email template in two types of editors: code editor and visual builder. If you already have templates prepared, you can import it to Synerise in a .zip file or from a URL address.

If the service approval is enabled in a business profile, the template created by a user must be pre-approved by reviewers and then approved by the final approver.

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.
  • For a better template organization, you can create template folders:
    1. Go to Email template icon Communication > Email.
    2. On the left side, click Add folder.
    3. Enter the name of the folder.
    4. Confirm by clicking enter.

Procedure


  1. Go to Campaign icon Communication > Email.

  2. Click Email template icon

    • 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.
  3. Select the wizard:

    • Drag&drop builder - Create email templates with ready-made components.
    • Code editor - Create email templates in CSS and HTML.
    Drag&drop builder

    Visual editor
    A blank visual builder
    1. Enter the name of the template.
    2. Next to the name, select the folder where the template will be saved.
    3. Use the Icon panel in visual builder panel to: undo, redo, preview on the desktop, tablet, mobile, show the borders of each element in the template, use the HTML code of the email you are creating and paste it to another template, use an HTML code from another email and paste it to the template you are creating now, and clear, respectively.
    4. To use elements created in the application such as metrics, expressions, product recommendations, use Inserts icon available on the upper right side.
      Read more about how you can use inserts in communication with customers.
      1. Click Inserts.
        Result: A pop-up shows up.
      2. From the dropdown list, select the type of the insert.
        Result: A list of inserts of the selected type appears.
      3. Click the insert you want to add to the dynamic content.
        Result: A field with the Jinjava code appears.
      4. To copy the code to the clipboard, click the icon on the right side of the field.
      5. Paste the code into the code of the dynamic content.
    5. To add a ready-made component (basic or advanced), on the right-hand side panel click the Components icon icon.
      1. To select advanced component, click the Advanced component icon icon.
    6. To add the component to the canvas, drag and drop the component to the canvas.
    7. To edit the component, click the component.
      Result: The section in the right-hand side panel changes to Editing icon. You can change the component’s dimension, typography, decoration and define its class.
    8. To add titles, links, alternative text, define whether a link opens in the same window or a new one, click the Component settings icon icon (the range of settings is individual for each component).
    9. To manage the structure of the components, click the Layout settings icon icon.
      Important: 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.
    10. When the template is ready, proceed to step 5.

    Code editor

    Code editor
    Code editor
    1. In the code editor, you can use HTML and CSS. Enter code in text fields dedicated to the language of the code.
    2. To use elements created in the application such as metrics, expressions, product recommendations, use Inserts icon available on the upper right side.
      Read more about how you can use inserts in communication with customers.
      1. Click Inserts.
        Result: A pop-up shows up.
      2. From the dropdown list, select the type of the insert.
        Result: A list of inserts of the selected type appears.
      3. Click the insert you want to add to the dynamic content.
        Result: A field with the Jinjava code appears.
      4. To copy the code to the clipboard, click the icon on the right side of the field.
      5. Paste the code into the code of the dynamic content.
    3. When the template is ready, proceed to step 5.

  4. To send the template to reviewers and the final approvers, click Send to approval.

  5. If you are a:

    • Regular user - Before using the template in an email, you must obtain the approval from a final approver.
    • Reviewer - You can approve your template and send it for the final approval.
    • Reviewer and/or a final approver - You can approve your template.
      More about Service approval
      How do I know my template is approved?

      Go to Campaign icon Communication > Email > Email template icon > From templates. The approved template looks as follows:

      Template approved
      An approved template
      There will be no email confirmation.

  6. Once your template is approved, you can use it in the email.

    Important: If you make changes to the approved template and don’t send it to get another approval, the email will use the latest approved version.

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