Trail Blazer Knowledge Base:


Home : Email : How to Create, Save, and Load Email Templates

Knowledge Base







User:

Password:



Article ID: KB1357
Keyword Name: Email, Create a Template, Eblast, Send, Campaign, email template
Created: November 01, 2017
Viewed: 1082

How to Create, Save, and Load Email Templates




Click Here to view this article as a PDF.




Author: Kristenson, Joel

Last Updated: 2016-12-21





Overview


This article provides a quick overview on how to create a new email template, save it, and load it from different areas of the program.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Get an in-depth overview on how to design templates, upload and wrap text around images, etc. by watching this video tutorial.








Steps


Open the Templates list by following Application Menu > Communications > Email Campaigns > TemplatesIf you don’t see this list you don’t have the required security clearance.



Click [+ New] on the Search tool strip.



Create a name and click [OK].



Enter a catchy subject line and click [Save].



Compose your message with text, images, links, etc.


Once you’re finished click [Save and Close]My finished example is below.



To access this template again in the future you can navigate back to the Templates list, click [Search] and sort in descending order on the Template ID column.



You can open your template to make further changes if necessary.


Now that the template is saved you can use it throughout the program in both mass email campaigns, and individual emails.  Simply queue up a new message, click [Insert Template], select the one you want to use, and click [Open].



The previously saved template (along with its subject line) will be inserted and ready for use.



Take a look at all the related resources below to learn the ins and outs of the email tools in Trail Blazer.















Related Resources


Article: How to Upload and Insert an Image into an Email

Article: How to Send Mass Email Campaigns & Track the Results

Article: How to Send an Email Campaign to People who’ve Received Specific Email Campaign(s) in the Past

Article: How to Add Email Attachments (i.e. PDF’s, Word Docs, Spreadsheets, etc.) to an Email Template or Mass Email Campaign

Article: How to Delete Unsent Email Campaigns, Test Email Campaigns, and Email Templates

Article: Editing Tracked Links for Mass Email Campaigns – Creating Names for those Missing a Name

Article: Setup a User to Receive Test Emails, How to Send Out Tests of a Mass Email Campaign, and How to Test an Individual Email Template

Article: Adding SPF / DKIM Key to your domain’s Txt Record --- Greatly Improve Your Email Open Rates! (*requires access to your web host)

Article: How to Import a Google Web Font into your Trail Blazer Email Template

Article: How to Create Custom Email Responders for Specific Events – New 2016 Feature Upgrade

Article: How to Create a Custom Thank-You Auto-Responder Email with Merge Fields for your Online Donation Form

Article: How to Access and Use the Standard Trail Blazer Email Templates as a Starting Point for Template Creation and Mass E-Mail Campaigns

Article: Running an Import of Contact Data from Excel into your Database – Basic Overview

Article: How to Create a Hyperlink around a Screenshot of your Video and Link to the Video from your Trail Blazer Email Template

Article: How to Create a Hyperlink around a Screenshot of your PDF Newsletter and Hyperlink it to the PDF Document

Article: How to Upload Documents to your System Gallery such as PDF’s, Spreadsheets, Audio Clips, Image Files, Etc.

Article: Fix your HTML email formatting

Video: Thank you’s using mass email

Video: Eblasts –Setting people up to receive test (draft) emails

Video: Eblasts Configure email settings before mass emailing

Video: Scheduled Emails

Video: Eblasts Create and Send Eblasts – Includes Image Management

Video: Donation Auto Responders with Merge Fields

Video Playlist: Eblasts





Trail Blazer Live Support


http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* As a policy we require that you have taken our intro training class before calling or emailing our live support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.





Find our more information about Trail Blazer Campaign Services Inc. [click here]


Powered by: ClickCarts KnowledgeBase