Email Templates

You can create, edit, and delete email campaign templates to help ensure consistency across emails and teams. Templates help ensure all your admins are following your corporate brand guidelines.

You can create as many templates as you want. You can change the templates that campaigns use at will depending on your situation.

Access email templates

To get to the email template page, navigate to Emails & Notifications > Email Templates.

You are presented with a list of all the email templates you created. For each template you see:

• Name: The name of the template.
• Category: Indicates if the template was created for welcome emails, or custom emails. You can only use the associated template with the matching campaign, that is you cannot use a welcome template for a custom email campaign.
• Status: The status of the template. The options include:
  • Draft: The template is in a draft state and can be edited.
  • Published: The template is published and can be selected as part of a campaign.
• Language: The default language the template was created in. It also shows a link to other languages selected.
• Created by: The first and last name of the person who created the template.
• Created date: The date the template was created.
• Modified by: The first and last name of the person who last modified the template.
• Modified date: The date the template was last modified.

Depending on the status of the template, you may find the following actions available:

• Edit: You can edit any template at any time. When you edit a template, any campaign associated with the template sees the new template next time the campaign is sent. If you edit a published template, you cannot save it as a draft again, you must republish it.
• Copy: Make a copy of the template if you want something similar without having to design it from scratch.
• Delete: Remove the template from the list. You cannot delete a template if it is selected as part of a campaign. You must first modify the campaign and select another template.

Create a new template

To create an email campaign template:

1. From the left navigation bar, select Emails & Notifications > Email Templates. The Email Template page displays.
2. Select Create template.
3. Choose the type of template you want to create and select Get started. Your options are:
   • Welcome emails: When you create a welcome email, you choose it from the drop down list when you customize your welcome email series.
   • Custom emails: When you create a custom email campaign, you can choose it from the Browse template option.

4. Choose the language that you want to use to create the template. You can add more languages later, this is just the starting point.
5. At this point you have two choices:
   • You can now choose to base your template off an existing one. If you want to base it off an existing one:
     1. Scan the list of templates from either the default (provided by Skillsoft) or from the custom list (those you previously created). You can select the preview button to view the design and layout before you select it.
     2. Choose Select to use the template as the base.
     3. From the bottom of the page, select Create with selected template.
   • You can create your template from scratch. At the bottom of the page, select Create template from scratch.
6. At this point you can Add more languages. For each language that you select, you must specify all fields. When you select other languages, the platform makes a copy of the existing template layout and uses that as a base for the language. If you are planning to have all languages use the same template layout and you just want to offer translations, we recommend that you customize your template first, then add your languages so the platform copies your final layout. If you add your language before you customize, you will have to update each language template. In this way, each language can have its own template or the same template.
7. Specify the Subject line. This is the subject of the email. This field is required.
8. Specify the Preheader text. This is additional text that appears in the inbox underneath the subject, to give recipients a better idea what the email is about. This field is required.
9. Use the Editor to design or modify your template.
   1. In the Editor pane, you see a Block in a single column format. A block is a row that can contain content. The block segments the page into columns. You can add content to the existing block or remove it and choose another block style. From the right hand menu, you can choose different block styles and click and drag them to the Editor pane. You must have at least one block in the Editor pane before you can add content.
   2. After you add a block, you can add a Content type to each column of the block by clicking and dragging from the Content menu on the right to the Editor pane on the left. For example, if your block has two columns, you might choose the left column to have a headline and the right column to have an image.
   3. After you add your content types to your blocks, you customize each content type by selecting it in the Editor pane to open the formatting box on the right. From the formatting box, you can add URLs to hyperlink somewhere, you can format text, add images, and change settings like padding and responsive design.

      When you add Text as the content type, you can add variables or placeholders to the text to personalize the message with a first name, last name, or login name. To add a variable or placeholder, select it under the Merge Tag drop down on the text formatting bar. The Merge tag gets replaced with the user's information when the email is sent.

      

      When you add an Image, you can choose to upload directly to this campaign or select from more images which is an image library list that you can configure so you can easily select the same images for future campaigns.

      

   4. You can add as many content types as you want and the page stays segmented into the same column format of the block you added.
   5. If you want to change the number of columns, add a new block and continue adding content. You can add as many blocks on the page as you wish.
   6. When you are done designing, select the Preview icon to see how your email will look on a desktop, tablet, or mobile device.

      

10. When you are done designing your template:
    1. You can Save as draft to continue editing later. When you save as draft, you cannot select it from an email campaign drop down.
    2. You can Send a test email to make sure your design works as expected in your email inbox.
    3. You can Publish which makes the template available for use by the email campaign you designed it for.

Edit a template

You can only edit a template if it is in draft status. To edit an existing draft template:

1. From the left navigation bar, select Emails & Notifications > Email Templates. The Email Template page displays.
2. Locate the draft template you want to edit, and from the more action menu, select Edit.
3. Use the Editor to make any adjustments.
4. When you are done designing your template:
   1. You can Save as draft to continue editing later. When you save as draft, you cannot select it from an email campaign drop down.
   2. You can Send a test email to make sure your design works as expected in your email inbox.
   3. You can Publish which makes the template available for use by the email campaign you designed it for.

Delete a template

To delete an email campaign template:

1. From the left navigation bar, select Emails & Notifications > Email Templates. The Email Templates page displays.

4. Locate the template you want to remove and select Delete from the more action menu associated with the template card.
5. Confirm you want to delete the template. Any existing campaigns retain their formatting. Users will not be able to base new campaigns off this template.
6. Select Done to return.
7. After you remove your email template, you can either cancel or save the email campaign as a draft.