You can create a new email message by filling in a template.

Note: Some older unsupported browser versions may fall back on a different editor screen for compatibility.


To add new email messages by uploading HTML code, follow the steps below:

Note: This functionality should only be used by experienced designers familiar with HTML. 

  1. Click the Messages link at the top of the Engage screen. The Messages page should load with the Email tab selected by default.
  2. Click the Add New button.

    Result: A page listing choices for Code Your Own, Create From Template, and Upload HTML displays.
  3. Select the Create From Template option.

    Result: The email Templates tab displays.

  4. To select the template that you would like to use to build your email, hover over the template, and click Select.

    Note: You can also use the 'eye' icon to Preview the template in a new browser window.

    Result: The email template displays in the content editor.

  5. In the Message Name field, enter a name that you would like to assign to your email message.

    Note: The Using Template box displays the name of the email template you selected to build your email from.
  6. Within the Content Editor area, you can modify only specifically editable content areas in the template. These are identified by a dashed line rectangle.

    To modify an editable content area, click inside the content box and a rich text editor will display as shown below. Modify the text by typing side the content area box and then use the rich text editor toolbar to format the text or add links and images.

    Note: The rich text editor includes a View HTML button ( </> ). When you click this button, a View HTML box displays. Within this box, you have the ability to make edits to the content by inserting HTML code. When you have finished making HTML edits, click Update to save and update the code or Cancel to exit without saving your changes. This area of the content editor is for those with a more advanced design skillset.

    Please be aware that due to concerns with generating plain-text versions of special characters, and the uncertainty of displaying special characters in all email clients, you should avoid using HTML entities such as &check; or encoded entities such as &#x02713; in your email content. The content may not save properly with these included, and the plain text version of the email will display the character as a question mark instead of your expected special character.
  7. To view your content as plain text, click the View Plain Text button.

    Result: The Plain Text Content page displays. Enter desired content in the box provided and click Save to save the content entered or Cancel to close the Plain Text Content box.

    NOTE: After the initial generation of Plain Text by Saving your email, Plain Text is not automatically updated on later saves, in case you want to keep the HTML version and Plain Text version different. If you wish to regenerate the Plain Text, delete the text from the Plain Text dialogue box and Save Changes, then Save your HTML email again.  The Plain Text will be regenerated.

  8. To add dynamic content to your message, place your cursor where you would like to add the content and then click on the Dynamic Content button. For more information on Dynamic Content's definition and use, see the For Developers section of the Engage Help Center.

    Result: The Insert Dynamic Content page displays.

    Select your preferred dynamic content attributes in the Message Attributes drop-down list and then select the field name to be used from the second drop-down list.

  9. To save the information entered, click Insert. To exit the Insert Dynamic Content page without saving, click Cancel.  
  10. To save the email, click Save in the grey bar of the Email Content tab.

    Note: If you wish to exit without saving your changes, click Cancel in the grey bar of the Email Content tab.
  11. After you have saved your content, the Preview & Test button displays. Click this button to preview your content. From the Content Preview window, you can enter an email address and send a Test email to view how the email appears when sent.

    You can now modify, copy, delete, or test the email content.