Template Overview

A template is like your mailing stationery, or letterhead. A template ensures that your mailings go out with a consistent and properly branded look that renders well on a variety of email programs and devices. Because a template is reusable, it also greatly improves your team's efficiency. By incorporating responsive design into your templates your mailings become mobile-friendly (and your subscribers love that)!

Things that go into the design of a template include:

  • Logo image
  • Header image
  • Table of Content
  • Story structures
  • Places for advertisements
  • Opt-Out Links
  • Unsubscribe Link

Let's look at the ways in which you work with a Template.

Standard or Advanced?

When you go about creating a template, you'll notice that there are two primary options:

  • Standard Template: Designs that only have one content location.
  • Advanced Advanced: Designs with that can have many content locations.

Content locations always look something like this:


While both template types are useful, a great advantage to Advanced Templates is that they support multiple, custom-named content locations. This means that you can easily name your content locations based on their position or purpose in a mailing. For example, you might label three different content locations as "Main Story," "Second Story," and "Third Story." Likewise, you might create labels based on the physical location in a mailing ("Main Story," "Sidebar," "Monthly Updates," etc.).

Designer Skills

While there are lots of things that a non-designer can accomplish when working with a template, having a designer create your templates is usually a good thing. Be sure that your designer recognizes that the HTML used for an email template different than the HTML used to create a web site. Please consult with your Advisor if you have any questions about the appropriateness of the HTML in your template.

Working With Templates

Navigate to Mailings > Templates > View

Hover over the icon to the left of the name to see the different options.

Select View to see the template in a preview window. 

Select HTML to be modify or edit the template.

Select Text to see the text version of the template.

Select Style to modify the style.

Select Properties to modify the fundamental settings of the template. The Friendly From, From Email Address, and Reply To are key settings for every template.

Select Copy to make an editable copy of the template.

Select Delete to remove the template.

Sort by Folder

Templates are organized into folders. Select the arrow up/ arrow down to change folders.

To create a new folder, select Edit. A new window appears where you can add a new folder.

Creating Templates

To create a new template, navigate to Mailings > Templates > Create.

Select the a Standard template, for a simpler template, or an Advanced template, for a template with multiple story locations.

Further details on designing a template are provided in other articles as well as webinars conducted by Informz.

Using the Template Gallery

As an alternative to creating a template, you can also select a template from the Template Gallery. This is a great way to get started - especially if you don't have access to a designer.

Navigate to Mailings > Template Gallery to see the available templates in the gallery. Selected gallery templates can be modified once they are copied into your account.

Want to Know More?

Check out the related articles section to learn more in depth information on all of these topics!