Overview


You can create a new email template by typing or pasting in HTML code into the Engage email editor window.


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


Steps


To add a new email template by pasting in HTML code, follow the steps below:

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


Note: Do not paste text from Microsoft Word or other formatted sources; this will cause formatting problems in the editor.


  1. Click the Messages link at the top of the Engage screen. The Messages page should load with the Email tab selected by default. Then, click the Templates tab.

    Result: The Templates tab displays.

     
  2. Click the New Template button.

    Result: A page listing choices for Code Your Own and Upload HTML displays.

     
  3. Select the Code Your Own option.
    Result: The Templates tab displays an HTML-entry template building page.
     
  4. In the Template Name field, enter a name that you would like to assign to your email template.
     
  5. In the Upload Images box, you can add images to your email template. Depending on the browser type and version you are using, this could be a drag-and-drop function or a Select Files button and browse dialog.

    Result: After the file is added to this box, the name of the image thumbnail and its name will display within the box.

  6. From here, you can remove the image or select its CDN address.
    • To delete the image, click the image’s file name and select Remove.
       
    • To see the image path to use in your HTML, right-click on the image file name and select your browser's Copy URL function (which is worded differently in different browsers). In some browsers, you can also drag and drop the image's name or thumbnail from the Add Images box to the Code View to paste the CDN URL directly into the Code View.

  7. Paste your copied HTML into the Code View box, or type HTML by hand in the box.

    Note: After you have pasted the code in this box, you can modify it as needed. You can use the CDN link(s) to your image(s) to build your email template.

    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 ✓ or encoded entities such as ✓ in your email template 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.

  8. To add dynamic content to your template, 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 Dynamic Content popup displays.
    Select your preferred Attribute Type from the top dropdown list and then select the specific Attribute to use from the Attribute Value dropdown list.

  9. To save the information entered, click Insert. To exit the Dynamic Content popup without saving, click Cancel.  

  10. To save the email template, click Save or Save & Exit in the top bar of the Template tab.

    Note: If you wish to exit without saving your changes, click Cancel in the top bar of the Template tab.

  11. After you have pasted your HTML into the Code View box and saved, click Preview if you would like to preview the HTML as it will display to readers rather than as HTML code.

  12. After you have pasted your HTML into the Code View box and saved, click View Plain Text if you would like to view the template as plain text.

  13. After you have pasted your HTML into the Code View box and saved, click Test Send if you would like to send a non-dynamic copy of the email template to an email address for viewing. In the dialogue box that appears, you can enter one or more email addresses (separated by commas) and click Send Test to send the email. 



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