Creating a Template

a step-by-step guide to creating templates.

Administration > Templates

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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.

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2. Select Variables

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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.