You can create a new email template by uploading a file of HTML code to Engage.

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


To add a new email template 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. Then, click on 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 Upload HTML option.
    Result: The Template tab displays the Upload HTML page.

  4. To select the file that you would like to upload, click the Select File button.

    Result: An Open dialog box displays.
  5. Browse to the location where you have stored the file that you wish to upload, select the file, and click Open.

    Note: You may upload .html or .htm files.

    Result: The file is uploaded, and the file name and file size are listed below the Select File button.
  6. To continue creating a template from the file you uploaded , click the Next button.

    Note: If you do not want to continue with the file after all, you can click Cancel.
  7. After you click Next, the uploaded HTML will now be displayed in the Code View box.

    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 template. 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. In the Template Name field, enter a name that you would like to assign to your template.
  9. 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.
  10. From here, you can remove the image or select its CDN address.

    • To delete the image, click the Remove link under the image's filename.
    • 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.

  11. 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.
  12. To save the information entered, click Insert. To exit the Dynamic Content popup without saving, click Cancel.  
  13. To save the 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.

  14. After you have uploaded 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. .

  15. After you have uploaded your HTML into the Code View box and saved, click View Plain Text if you would like to view the template as plain text.
  16. After you have uploaded your HTML into the Code View box and saved, click Test Send if you would like to send a non-dynamic copy of the 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.