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How do I create, insert, export, link and categorize email templates?
How do I create, insert, export, link and categorize email templates?

Describes how to create, export, link and categorize an email template.

Updated over a week ago

You will need the Limited Email permission to perform this action.

With One Church Software you are able to create and send graphically rich emails. You can also create templates to use at any point in the future.

Creating Email Templates

You can create an email template by selecting "Cog Icon" in the top right. Then select "Email" from the list of options.

Then in the main window select the tab titled, "Templates." Then select the "Add Template" button.

This email builder uses drag-and-drop functionality, which allows you to designate an area within the email where you want text, images, etc., by selecting the element from the menu area on the right and then dragging it into the content area of the email.

Make sure to save it when finished building your email template.

Using a Pre-Built Email Template

A library of pre-built email designs can be easily imported into the system. This collection is curated by Unlayer and is updated periodically with new templates.

Inserting a Template into an Email

Start by creating an email. First select the "Send" icon in the top navigation bar or select the "Actions" button found in the People Module or after running a report via the People Query Builder (i.e. Reporting > Query Builder > People).

At this point, you will be working within the email client. From the email client select the icon that resembles the code written on the page (example below) in the tool bar.

When the window opens you will have the option to select a preexisting template from the dropdown menu.

You can insert the template into your email communication by selecting the "Insert" button.

You can also create a new template from here by selecting the cog icon on the right and then selecting "Add New."

Exporting to PDF and HTML or Creating A Link to a Template

Templates can be exported to PDF and HTML via the Export actions menu. Exporting can be done at any time even if the template hasn't been saved yet.

In addition, you can also set an email template to be accessible online. This is useful in case you want to have an online version of an email you send out. To make it accessible online, check the "Show online?" option. Once checked, the sharable URL will appear beneath.

Organizing Templates By Category

A category field helps to better organize your templates. These can be thought of as folders. The email template listing also has a new filter for searching by category.

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