Email Templates

Overview

Email templates are located in the Media Library as a downloadable list of templates. Users can be granted access to the templates, and can also download a template for use in company campaigns, invites to open days and topics that are not covered by standard system emails.

Templates can be created when a new email communication is created – the Content tab allows the user to design the email template, which can then be saved as a template for future use. A template can also be chosen in the Setup tab when an email communication is created, and a zip file can be used to upload content to the template.

Before You Begin

Log into PRM Admin with CommTask Level 1 rights or greater, and fileTask Level 1 rights or greater. 

Content

• How to View Available Templates
• Create Email Communication: How to Select an Available Template
• Create Email Communication: How to Use a Zip File as a Template
• Create Email Communication: How to Create a New Template
• How to Grant Usage Rights to Other Users

How to View Available Templates

1. Navigate to Communication > Email Templates.
2. A list of the templates available for use is displayed.
3. Click the icon in the Download column to download the template. 

Create Email Communication: How to Select an Available Template 

1. Navigate to Communication > Email Marketing.
2. Click New Communication.
3. On the Setup tab, click Load Content from a Template.
4. In the drop-down list, select a template from the list of templates you have permission to access.
5. Click Save & Continue.
6. Complete additional steps as required.

Create Email Communication: How to Use a Zip File as a Template

1. Navigate to Communication > Email Marketing.
2. Click New Communication.
3. On the Setup tab, click Choose File.
4. Navigate to the zip file and select it.
5. Click Save & Continue.
6. On the Content tab, you can view the content loaded from the zip file.
7. Click Save & Continue, and complete the procedure as required.

Create Email Communication: How to Create a New Template

1. Navigate to Communication > Email Marketing.
2. Click New Communication.
3. Complete the Setup tab as required.
4. On the Content tab, create the new template (using HTML) in the text area provided. Add images, links and text.
5. To save the template for future use, enter a name in the Email Template text box.
6. Click Save & Continue, and complete the procedure as required. The template is added to the Email Template resources list.

How to Grant Usage Rights to Other Users

1. Navigate to Communications > Email Templates.
2. Click on the Title to select the template.
3. Scroll down to the visibility section.
4. In the first drop-down list, select to restrict access from Any Of, All Of or None Of the user groups.
5. In the second drop-down list, select the user groups that will have access to the template.
6. Click Save. The users in the selected user groups are able to view and use the template.

Related Topics

• Create Email Marketing Communication