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Author: Kristenson, Joel
Last Updated: 2016-12-21
Overview
This article provides a quick overview on how to create a new email template, save it, and load it from different areas of the program.
Tip: Get an in-depth overview on how to design templates, upload and wrap text around images, etc. by watching this video tutorial.
Steps
Open the Templates list by following Application Menu > Communications > Email Campaigns > Templates. If you don’t see this list you don’t have the required security clearance.
Click [+ New] on the Search tool strip.
Create a name and click [OK].
Enter a catchy subject line and click [Save].
Compose your message with text, images, links, etc.
Once you’re finished click [Save and Close]. My finished example is below.
To access this template again in the future you can navigate back to the Templates list, click [Search] and sort in descending order on the Template ID column.
You can open your template to make further changes if necessary.
Now that the template is saved you can use it throughout the program in both mass email campaigns, and individual emails. Simply queue up a new message, click [Insert Template], select the one you want to use, and click [Open].
The previously saved template (along with its subject line) will be inserted and ready for use.
Take a look at all the related resources below to learn the ins and outs of the email tools in Trail Blazer.
Related Resources
Article: How to Upload and Insert an Image into an Email
Article: How to Send Mass Email Campaigns & Track the Results
Article: How to Send an Email Campaign to People who’ve Received Specific Email Campaign(s) in the Past
Article: How to Add Email Attachments (i.e. PDF’s, Word Docs, Spreadsheets, etc.) to an Email Template or Mass Email Campaign
Article: How to Delete Unsent Email Campaigns, Test Email Campaigns, and Email Templates
Article: Editing Tracked Links for Mass Email Campaigns – Creating Names for those Missing a Name
Article: Setup a User to Receive Test Emails, How to Send Out Tests of a Mass Email Campaign, and How to Test an Individual Email Template
Article: Adding SPF / DKIM Key to your domain’s Txt Record --- Greatly Improve Your Email Open Rates! (*requires access to your web host)
Article: How to Import a Google Web Font into your Trail Blazer Email Template
Article: How to Create Custom Email Responders for Specific Events – New 2016 Feature Upgrade
Article: How to Create a Custom Thank-You Auto-Responder Email with Merge Fields for your Online Donation Form
Article: How to Access and Use the Standard Trail Blazer Email Templates as a Starting Point for Template Creation and Mass E-Mail Campaigns
Article: Running an Import of Contact Data from Excel into your Database – Basic Overview
Article: How to Create a Hyperlink around a Screenshot of your Video and Link to the Video from your Trail Blazer Email Template
Article: How to Create a Hyperlink around a Screenshot of your PDF Newsletter and Hyperlink it to the PDF Document
Article: How to Upload Documents to your System Gallery such as PDF’s, Spreadsheets, Audio Clips, Image Files, Etc.
Article: Fix your HTML email formatting
Video: Thank you’s using mass email
Video: Eblasts –Setting people up to receive test (draft) emails
Video: Eblasts Configure email settings before mass emailing
Video: Scheduled Emails
Video: Eblasts Create and Send Eblasts – Includes Image Management
Video: Donation Auto Responders with Merge Fields
Video Playlist: Eblasts
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