Creating Email Templates on the Document Library

    Using the Email Templates feature in the Document Library, partners can easily create and share customized templates for informative emails or marketing campaigns.

    The Email Template Editor allows you to create and edit templates without writing a single line of code. It is also possible to edit the source code of the template using HTML.

    It is possible to export the templates in the most commonly used email formats, or use them in Gmail by simply copying and pasting them.
     

    On the Documents Module, Open or create a new folder.
    In the Folder, click on     New > New Email Template

     

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    In the "New Email Template" screen, select the options according to the type of template that you would like to use.

    Title
    Create a name for the Email Template

    Co-branding Template
    Select if you want to use co-branding template

    Select the template
    Select the type of template that you want to use, One Column, Two Columns or Blank
    Click on “Continue”

     

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    A new “.html” file will be created in the folder with the Email Template. You can begin editing by clicking on "Edit"

     

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    On the Email Template editor, you can edit the template, add text, and images.
     

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    Clicking on the “Source” button will show the HTML code of the template
     

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    Once you have completed your changes in the template, click "Save" and close to close the Email Template, and return to the Documents folder.

     

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    Click on the Email Template name to show the template
     

     

    Click on the arrow after Copy to find export the template.
    The Email template can be exported to “.EML”, “.MBOX” and “.MHTML” formats.
     

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    It is also possible to copy the template content and paste it into a new Gmail email.

     

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