Email Template Library

The Email Template Library provides a centralized location to manage and store email templates that can be reused across different mailings and surveys.

Managing Templates

From the library interface, you can:

• Create new email templates
• Edit existing email templates

Creating Templates

When creating a new template:

1. Click the “Create” button
2. Give your template a descriptive name
3. Use the drag-and-drop editor to design your email
4. Save the template to make it available for future use

Email Editor

The email editor provides a drag-and-drop interface to design your templates:

Available components include:

• Content: Basic building blocks like text, images, and buttons
• Blocks: Pre-designed sections for common email layouts
• Body: Overall email structure and styling

The editor toolbar allows you to:

• Load existing templates
• Save your current template
• Preview how your email will look
• Switch between desktop and mobile views

Using Merge Tags

To add personalized data like names or unique URLs to your email, follow these steps:

Adding Merge Tags

1. First, add a text element to your email from the email editor
2. Click inside the text box to edit it
3. Look for the editing toolbar that appears
4. Find the “Merge tags” dropdown menu
5. Select the tag you want to insert:
   • “User name” ([[data:name:""]])
   • “User Unique URL” ([[data:unique_url]])