Creating a Template

a step-by-step guide to creating templates.

Administration > Templates


Templates vs Layouts

Templates are used for for transactional messages while layouts are used for campaigns.

1. Open 'Create Template' tool

The Create Template tool is located in the upper-right corner of the Templates interface.


2. Select Variables


Effort ID

Effort IDs are from a legacy system and will be removed in the future in favor of our upcoming funnel system.

  • Select which Publication your template will be used for from the drop-down menu.
  • Select the template Type from the drop-down menu.
  • Select the Sender of your template from the drop-down menu.
  • Give your template a Name.
  • Give your template a Subject.
  • Choose whether or not your template will be Active.
  • Click Next

3. Enter Content

  • Use the Content Editing tool to build your template. You may switch from Editor Mode to Code Mode

4. Confirm Details

Confirm the template and then click save.