Create an Email Template

<< Intro to Email Marketing Introduction

To send an email, it is good to start with creating an Email Template. This allows you to use this content again later, or make a clone and change some of the content for a new email.


Step 1: Navigate to Email Templates and create new

Go To Marketing > Email Marketing > Email Templates.

Choose New.

email templates new button

This will open a new Template record.

Step 2: Fill required fields and save

Name (Required): This is the name that you will see in your list of Email Templates within CRM. Your recipients will not see this.

Subject (Required): This is the subject of the email. Your recipients will see this as the subject when they receive your email. You will be able to change this when create the Email Send record.

Tags: This is for your internal organizational use. For example we’d type “Newsletter” if this were a newsletter. It’s something you can make searchable for yourself.

Preheader: This is not a required field, but this will populate the third line of text when looking at a message in the inbox’s list.  This field can be filled out within an Email Template record, or within an Email Send record.

Editor Type (Required):

There are four types of editors: Block EditorFree Style, Custom HTML, and Drag and Drop.

The Drag and Drop editor allows you to create email templates easily through dragging different types of content into different sections of the editor and editing the style and content of each cell and the entire email.

The Block Editor allows you to easily create your templates by customizing a built-in layout with a What You See is What You Get Editor.

The Free Style Editor is a little more advanced and allows use of HTML with a What You See is What You Get Editor. If you already have email layouts designed, you will want to choose Free Style and upload your layout.

Custom HTML has very few buttons and is strictly HTML; there is no Design type of view. Use Custom HTML if you have created the template outside of ClickDimensions and don’t want to make any changes or additions, or if you know HTML well enough.

The Quick Send Settings section is available if you want to make this Template an option to send via the Quick Send feature. Read this article for more information on this.

Choose Save when you’ve filled out this information.

Step 3: Open the editor

The HTML Version Section will be blank for now. Click Open Editor to get started designing or Refresh to update the preview below.

HTML Version

When you click Open Editor or Full Screen (at the top of the record), you will be able to design your template.

Here is what you’ll see depending on the editor you chose:

Drag and Drop Editor (learn more here):

Block Editor (learn more here):

Blank Block Editor

Free Style Editor (learn more here):

Custom HTML (learn more here):

When you add or edit anything in the editor you must push the Save button in the editor.

Custom HTML

Drag and Drop Editor

Block Editor
Block Editor Save
Free Style Editor

Custom HTML Editor

Custom HTML Save

Additional Steps

Text Version
It’s also important to create a Text Version of your Email Template to improve deliver-ability. This article gives you more information on how to create a Text Version.

Cloning

If you want to duplicate your template, press the Clone button to make an exact copy of the entire Email Template including HTML Version and Text Version. Then save it as a different name and edit it while still keeping your original. More information on cloning an email template can be found here.

Associated Email Sends

Below the Text Version window on the Email Template record you will find a list of all Email Sends (drafts, sent, or otherwise), which use this particular Email Template. Click here to learn about Email Sends.

email template all email sends grid

Now you’re ready to edit your template in the Drag and Drop, Block, Free Style, and Custom HTML editors.


Email templates are CRM records where you import, create, and edit the content of the email you will send. All your design and textual content of the email will be stored here.

Watch a Video on Creating an Email Template


 

Written Instructions


Step 1: Navigate to Email Templates and create new

Go To Marketing > Email Marketing > Email Templates.

Left sidebar

Choose New.

New template button

This will open a new Template record.

Email Template CRM2011

Step 2: Fill required fields and save

Name (Required): This is the name that you will see in your list of Email Templates within CRM. Your recipients will not see this.

Subject (Required): This is the subject of the email. Your recipients will see this as the subject when they receive your email. You will be able to change this when create the Email Send record.

Tags: This is for your internal organizational use. For example we’d type ‘Newsletter’ if this were a newsletter. It’s something you can make searchable for yourself.

Preheader: This is not a required field, but this will populate the third line of text when looking at a message in the inbox’s list.  This field can be filled out within an Email Template record, or within an Email Send record.

Email Template CRM2011

Preheader Text Outlook

Editor Type (Required):

There are four types of editors: Block EditorFree Style, Custom HTML, and Drag and Drop.

The Drag and Drop editor allows you to create email templates easily through dragging different types of content into different sections of the editor and editing the style and content of each cell and the entire email.

The Block Editor allows you to easily create your templates by customizing a built-in layout with a What You See is What You Get Editor.

The Free Style Editor is a little more advanced and allows use of HTML with a What You See is What You Get Editor. If you already have email layouts designed, you will want to choose Free Style and upload your layout.

Custom HTML has very few buttons and is strictly HTML; there is no Design type of view. Use Custom HTML if you have created the template outside of ClickDimensions and don’t want to make any changes or additions, or if you know HTML well enough.

The Quick Send Settings section is available if you want to make this Template an option to send via the Quick Send feature. Read this article for more information on this.

Choose Save when you’ve filled out this information.

Save button

Step 3: Open the editor

The HTML Version Section will be blank for now. Click Open Editor to get started designing or Refresh to update the preview below.

HTMLEditor

When you click Open Editor or Full Screen (at the top of the record), you will be able to design your template.

Here is what you’ll see depending on the editor you chose:

Drag and Drop Editor (learn more here):

Drag and Drop Editor

Block Editor (learn more here):

BlockEditor

Free Style Editor (learn more here):

FreeStyle

Custom HTML (learn more here):

CustomHTML

When you add or edit anything in the editor you must push the Save button in the editor.

Drag and Drop Editor

Drag and Drop Save

Block Editor

Free Style Editor
Freestyle Editor Save button
Custom HTML Editor
HTML Editor Save button

Additional Steps

Text Version
It’s also important to create a Text Version of your Email Template to improve deliver-ability. This article gives you more information on how to create a Text Version.

Cloning

If you want to duplicate your template, press the Clone button to make an exact copy of the entire Email Template including HTML Version and Text Version. Then save it as a different name and edit it while still keeping your original. More information on cloning an email template can be found here.

Now you’re ready to edit your template in the Drag and Drop, Block, Free Style, and Custom HTML editors.


Feature Added: Original
Feature Updated: 8.10.0
ClickDimensions Version Need: 6.7.0