System Templates

Email templates is a place where you can create and manage email design sent to your clients. It’s an especially important part of your communication strategy. In the upper right corner of the section view you will see the number of currently prepared email templates. You can also search for any chosen template using the search box marked with a magnifying glass placed in the up right section corner or sort already existing templates by creation date.

In order to configure mail template, go to Settings > System Templates


Create an email template

Before you start sending emails, your email template should be configured in Synerise Newsletter and Senders section. Below you’ll find a description of the steps to be taken to do this.

Screenshot presenting creating email template button view in the Synerise platform
Screenshot presenting creating email template button view in the Synerise platform
  1. In system email templates you can sow list of default templates.
  2. You can also find custom templates.
  3. Click on Create email template button placed in the right up page corner. After  clicking you will find email creator drag & drop.

Edit email template

After you’ll create an email template on the platform, you can edit it in Synerise Newsletters and Senders section any time you want. Below you’ll find a description of the steps to be taken to do this. Choose the email template you’d like to edit. You can do it manually from the list of templates or use the search box (magnifying glass in the upper right corner of the page)

WARNING: You can edit only custom templates.
Screenshot presenting existing email template editing button in the Synerise platform
Screenshot presenting existing email template editing button in the Synerise platform
  1. Click on the checkbox located next to the name of the chosen email. On the right side of the template, you can see 3 options after moving the mouse over three dots: click edit.
WARNING: Note, that default template section can be just duplicated – you can not edit it or remove it.

Duplicate template

After you’ll create an email template on the platform, you can duplicate it in Synerise Newsletter and Senders section. Below you’ll find a description of the steps to be taken to do this. Choose the email template you’d like to duplicate. You can do it manually from the list of templates or use the search box (magnifying glass in the upper right corner of the page)

Screenshot presenting existing email template duplicating button in the Synerise platform
Screenshot presenting existing email template duplicating button in the Synerise platform
  1. Click on the checkbox located next to the name of the chosen template. On the right side of the template, you can see 3 options after moving the mouse over three dots; click duplicate.
WARNING: Note, that default template section can be just duplicated – you can not edit it or remove it.

Remove email template

After you’ll create an email template on the platform, you can remove it in Synerise Newsletter and Senders section any time you want. Below you’ll find a description of the steps to be taken to do this. Choose the email template you’d like to edit. You can do it manually from the list of templates or use the search box (magnifying glass in the upper right corner of the page).

Screenshot presenting existing email template removing button in the Synerise platform
Screenshot presenting existing email template removing button in the Synerise platform
  1. Click on the checkbox located next to the name of the chosen template. On the right side of the template, you can see 3 options after moving the mouse over three dots; click remove.
😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.