Email Templates

Email Templates

Contents

Standard Template Builder
Anatomy of an Email Template
Template Settings
Header Section
Content Section
Footer Section
Upload a Custom Template
Related Guides

An email template is a graphical layout for your campaign and system emails. When you use a template, it’s like a shell that holds your content. When you’re building a template, you’re not actually building an email. You’re making the graphical container for your message, which you’ll fill in later.

NeonCRM currently gives you two options for configuring email templates. You can use:

  1. Standard Template Builder
  2. Upload a Custom Template

Standard templates are simple templates with a single editable content area. You can use NeonCRM's standard template builder or upload your own custom HTML template. 

NOTE: We implemented a new email and letter template builder with our March 30, 2015, feature release. Any existing templates still work. However, since the template build process has been totally changed, those existing templates can no longer be modified or set as the default. Unfortunately, you won't be able to edit templates created with the old template builder.



Standard Template Builder

The email template builder is a quick way to generate a simple HTML email template. You can find this tool here:

System Settings > Home/Dashboard > Communications> Email Templates.

   
 

All your templates will be listed here. From this page, you can view, edit or delete existing templates. You can also build new standard templates or upload custom ones. All Neon systems come with a Default template, which uses your Neon header image.  To create a new standard email template, click the Build New Template button.

new_template.png


Anatomy of an Email Template

An email template has three sections:

  1. Header
  2. Content
  3. Footer

This diagram explains how they fit together:

header_foot_content.jpg


Template Settings

All email templates have a few basic settings:

template-settings-email.png

*Template Name - Name your template so that you can easily identify it later.

Set as Default Template - If checked, this template will become your default option when building new System Emails. NOTE: changing the default template will not impact any existing emails. 

Font Family - Sets a default font for the entire template. If you choose a different font in the WYSIWYG editor, it will trump this setting. Please bear in mind that setting fonts in emails is generally unreliable across email clients.

Social Media Links - If you have configured a Facebook or Twitter page in your system settings, you can display links to them in your email templates, either at the top (above header) or bottom (below footer).social_media_icons.png

Display Tell a Friend link - This adds a link next to the social media links that allows recipients to easily share this email. tell_a_friend.png

Include Unsubscribe Link - This is highly recommended for templates that will be used for Email Campaigns. It is not recommended for System Email templates because users cannot unsubscribe from receiving System Emails. This adds the following content to the footer of your emails:  unsubscribe.png


Header Section

The header section appears at the top of the template.

header-section.png

Header Background Color - Click the box to select a background color.

Header Section Height - In pixels, you can set the exact height of the header section. If you leave this blank, the height is determined by the content you enter.

Header Horizontal Alignment - This determines whether the content entered below aligns left, center, or right. It can be overruled by the content editor.

Header Vertical Alignment - This determines whether the content entered below aligns top, middle, or bottom.

Header Bottom Border - This allows you to add a border between the Header Section and the Content Section.


Content Section

The content section is not highly configurable because it will be populated by the content you create when setting up System Emails or Campaign Emails.

content-section.png

Content Background Color - Click the box to select a background color.


Footer Section

The header section appears at the bottom of the template.

footer-section.png

Footer Background Color - Click the box to select a background color.

Footer Section Height - In pixels, you can set the exact height of the footer section. If you leave this blank, the height is determined by the content you enter.

Footer Horizontal Alignment - This determines whether the content entered below aligns left, center, or right. It can be overruled by the content editor.

Footer Vertical Alignment - This determines whether the content entered below aligns top, middle, or bottom.

Footer Top Border - This allows you to add a border between the Footer Section and the Content Section.


Uploading your own Email Templates

You can upload your own custom email templates. See this article for more information.

System Settings > Home/Dashboard > Communications> Email Templates > Upload Template


Related Guides

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