Importing email templates

Synerise users can create email templates on their own and import it to Synerise. They can import templates either in the form of .zip files or URL.

While importing templates from .zip files and URLs, the system uploads images from files to Data Management > Files and replaces image references in the template with the new ones automatically.

Important: This feature is recommended for users familiar with frontend development.

Requirements


  • A .zip file must contain .html file, images, .css file(s), which cannot be nested in catalogs.
  • The size of the .zip file cannot exceed 10MB.

Importing an email template


Template options
Available options for email templates
  1. Go to Communication icon Communication > Email.
  2. Click Email template icon
  3. To import a template from:
    • .zip file, click Import from zip file
      Result: A pop-up appears.
      1. On the pop-up, upload a file.
      2. Click Apply.
        Result: You are redirected to the code editor.
    • URL, click Import from URL.
      Result: A pop-up appears.
      1. Enter the URL address of the template.
      2. Click Apply.
        Result: You are redirected to the code editor.
  4. Place the template elements in HTML into HTML code section.
  5. Place the template elements in CSS into CSS code section.
    Tip: More information about working in code editor is available here.
  6. If needed, make necessary modifications.
  7. To send the template to reviewers and the final approvers, click Send to approval.
  8. 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
  9. 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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