Email templates can be used by all events managed within a business unit. This can be beneficial for maintaining a consistent email template design across multiple events within an account. It will also save time by allowing admins to use an existing email template rather than needing to create or copy one. Learn about creating email templates for your business unit here.
In this article, you will learn how to edit an email template or use an existing one. First, open an event project and navigate to the Messaging module.
Create a new email blast by selecting the "New Blast" button.
You are presented with three options: a standard email message (for an announcement, reminder, or any other general email), a personal invite (which includes a link for recipients to register which cannot be shared with others), and a SMS message.
The email templates can be applied to either the email or personal invite but not the SMS message. Next, you have the option of selecting a saved template (the selection of saved templates is shared and managed at an account level and is available to all event projects), a layout to begin a new template, a theme (which is a template created by Attendease that you can customize), or adding your own HTML and creating a template from scratch.
Templates saved for your business unit:
Layouts to begin a new template:
An Attendease-designed theme:
Add your own HTML:
Editing a template
Once you've selected a starting point, you'll be presented with the interface used to compose and configure your email blast or invitation. From here you can choose to change the template you select or edit the content.
If you choose to change the template you'll be returned to the previous screen where you can select the template you'd like to use.
If you choose to edit the content you'll be presented with the email template editor. The template editor is based upon the same content block technology as our website CMS. Blocks can be elements like text, images or buttons, but can also be pre-configured sections that include multiple elements.
From the “Blocks” tab, you can select a block and add it to the template. If you hover you cursor over the preview you can identify the different blocks that comprise the template. You can edit a block, move it up or down the template, and delete it.
If you choose to edit a block, you’ll be presented with configuration options. Once you’ve made any desired edits, you can exit the editor and return to the “Blocks” tab.
Finally, by selecting the “General” tab, you are presented with a number of configuration options that apply to the template as a whole. This includes the description, background colour, footer settings, and text and button styles. There are a selection of standardized, web-safe fonts that will render correctly in any browser or email client.
Saving a template
If you create a blast or an invite and would like to save it for future use (on another blast or even on a blast on another event), you can click the "Save as a Template" button, name your template, and save it. It will be available for you under Saved Templates when creating a new blast.