How do I edit an email template?
Posted by The Team at Mindmatrix on 08 September 2015 07:48 AM
To edit an email template first click on click on “Setup,” then click on “Asset Management”, then click on “Templates”, then select “Email”, and then click on the email template that you wish to edit.
When you open the email it will already be set to the “editor” window. In order to make advanced edits to the email, click on “Edit,” then “Change Email Content” in the black bar to open the full editing screen.
In the top menu bar, you have options to bold, underline, italicize, link, break links, align text to the left, align text to the right, center, and justify text. You can also change the font family, font size, font color, or “undo” any changes. Finally, the field chooser option on the far right will let you insert Mindmatrix personalization.
To see how the email template currently looks to contacts, click on “Preview” option.
Click on different sections of the email to edit your text. To add new rows or columns, you have the following options.
Creating brand new rows or columns to insert:
When you drop the object a box with arrows will appear. The arrows will allow you specify where the object should be placed relative other objects on the map, while the "recycle icon" will allow you to replace an old object with a new one.
If you change your mind about adding a smart object, simply drag and drop the item to the trash can icon in the upper lift hand corner of the screen,
If you pick "add a new row", your cell will be added below the current table.
The text “Change the content of this column” indicates where you can edit.
Use the move icon to drag and drop it again to re-adjust.
Click the gear icon box to change the size of your cell, height, width, border or background color.
Type in your desired height and width, or add borders and background color too.
Split your cell into two rows or columns
Add personalization by clicking on AMP variables on the far left-hand side.
Advanced Options - If you imported HTML and want to edit or make more changes, you can click on Change Email Content to access it.
To edit a template’s name, description or filters, click on “Views”, followed by “Info”.
To select the brand, theme, and thumbnail that will be used to identify the template, click on “Data”.
To edit permissions click on the Permissions option.
When you are finished, click save and then close.
Your new version will now appear in the menu section.