Email Templates

Workspace > All Items > Templates

Email templates define a standard look for Email correspondence that can be customized for individual messages.

About Email Templates

The Templates object stores email templates used in Campaigns and in general correspondence.

For other kinds of templates, see Templates (disambiguation)

Templates are created using an online editor, or by pasting in HTML created in an external editor.

Templates can also include variables to information so you can personalize each email that goes out.

Tip: If Email to Case has been set up, use an Email-to-Case mailbox as the "From" address. Replies to the message are then automatically recorded as part of the Case.

Working with Email Templates

Create an Email Template

1. Click Workspace > All Items > Templates.
   The Templates object opens.
2. Click the [New Template] button.
3. Specify whether to Use for Email-to-Case Interactions.
4. Select your template design method.

;Email-to-Case Interactions: With this option:

• The template is available for use automated responses and customer-notifications in Email to Case settings (and is only available in that context).
• The following variables become available in the template, derived from the initial email that created the Case (in addition to the normal Case variables):

Email To, Email From, Email Cc,
Email Subject, Email Body, Email Reply To,
Email Size, Email Headers

Design Methods

Editors

Use the HTML Editor Toolbar

The toolbar appears when using the free-form HTML editor.

Editing Toolbar

Add Template Variables

Use Template Variables to personalize email templates:

• From any template editor, Click the Show Template Fields link.
  The Template Variable Tool pops up.
• Select a category and a field.
  The name for the field appears in the Variable column. (For example:$Customer.discount.)
• Copy the variable name, close the popup, and insert the variable into your template.

For a list of Template Variables, see: Template Variables in Email Templates

Add Personalized Merge Fields

Create Personalized Merge Fields in custom email templates.

Personalized Merge Fields

Add Images

In HTML, an image is referenced using a tag that has the form: <image src"...">, where the src attribute contains an absolute or relative path to the image. That path can be a file path like ../images/local_image_file.jpg or it can be a URL of the form http://....

When the email arrives in a recipient's inbox, file paths are obviously of little value. (They would only work if recipient happened to have all of the right images at the right locations on their local system. Small chance!) So Http URLs are used to access the images.

To generate those URLs, the images to be included in the URLs need to be uploaded to the platform as Public Documents. URLs for those images become available when they are made public. You then insert those URLs into the <image src"..."> tags.

The resulting tag as the form <image src="https://{yourDomain}/networking/...">. The link then works in the recipient's email, because the image is publicly available.