Newsletter Templates

You can create as many newsletter templates as you need for different purposes. You might send a weekly product update, a monthly newsletter, or annual holiday newsletter. Newsletter templates can be prepared with HTML markup, or as plain text. Unlike HTML, plain text newsletters contain no images, rich text, or formatted links. In the grid, the Template Type column indicates whether a template is HTML or text.

Newsletter Templates

To create a newsletter template

  1. On the Admin sidebar, tap Marketing. Then under Communications, choose Newsletter Template.

  2. To add a new template, click the Add New Template button. Then, do the following:

    • In the Template Name enter name for internal reference.

    • In the Template Subject field, describe the purpose of the newsletter.

    • In the Sender Name field , enter the name of the person who is to appear as the sender of the newsletter.

    • In the Sender Email field, enter the email address of the newsletter sender.

      Template Information

    • At the Template Content field, tap Show / HIde Editor to display the WYSIWYG editor. Then, update the content as needed. To learn more, see: Using the Editor.

      Do not remove the unsubscribe link at the bottom of the template content. In some jurisdictions, the link is required by law.

    • In the Template Styles field, enter the CSS declarations needed to format the content.

      Template Information

  3. Tap Preview Template to see how it looks. Then, make any changes that are needed.

  4. When complete, tap Save Template.

    After you save a template, a Save As button appears the next time you edit the template. It can be used to save variations of the template without overwriting the original.

To convert the template to plain text

  1. At the top of the page, tap Convert to Plain Text.  When prompted to confirm, tap OK.

  2. To preview the plain text version of the template, tap Preview Template. The preview opens in a new browser tab.

  3. To save the plain text version, tap Save Template.

To restore the HTML

  1. At the top of the page, tap Return HTML Version.  

  2. To preview the HTML version of the template, tap Preview Template. The preview opens in a new browser tab.

  3. To save the HTML version, tap Save Template.