Classic View

Step 1: Fill required fields and save

Name (Required): This is the name that you will see in your list of Email Templates within CRM. Your recipients will not see this.

Subject (Required): This is the subject of the email. Your recipients will see this as the subject when they receive your email. You will be able to change this when create the Email Send record.

Tags: This is for your internal organizational use. For example we'd type "Newsletter" if this were a newsletter. It's something you can make searchable for yourself.

Preheader: This is not a required field, but this will populate the third line of text when looking at a message in the inbox's list.  This field can be filled out within an Email Template record, or within an Email Send record.

Editor Type (Required):

There are three types of editors: Free Style, Custom HTML, and New Drag and Drop.

• The New Drag and Drop editor allows you to create email templates easily through dragging different types of content into different sections of the editor and editing the style and content of each cell and the entire email.
• The Free Style Editor is a little more advanced and allows use of HTML with a What You See is What You Get Editor. If you already have email layouts designed, you will want to choose Free Style and upload your layout.
• Custom HTML has very few buttons and is strictly HTML; there is no Design type of view. Use Custom HTML if you have created the template outside of ClickDimensions and don't want to make any changes or additions, or if you know HTML well enough.

Category (Required): This field allows you to select some predefined options to help identify and better understand your email statistics.

The Quick Send Settings section is available if you want to make this Template an option to send via the Quick Send feature. Read this article for more information on this.

Choose Save when you've filled out this information.

Step 2: Open the editor

The HTML Version Section will be blank for now. Click Open Editor to get started designing or Refresh to update the preview below.

You can also click Open Editor at the top of the record to open the editor in a new window to begin designing your template.

Here is what you'll see depending on the editor you chose:

Free Style Editor (learn more here):

Custom HTML (learn more here):

New Drag and Drop (learn more here):

Be sure to Save your changes in an Email Template as you build it!

Enhanced View

Step 1: Fill required fields

Name (Required): This is the name that you will see in your list of Email Templates within CRM. Your recipients will not see this.

Subject (Required): This is the subject of the email. Your recipients will see this as the subject when they receive your email. You will be able to change this when create the Email Send record.

Preheader: This is not a required field, but this will populate the third line of text when looking at a message in the inbox's list.  This field can be filled out within the Email Template record, or within an Email Send record.

Email CNAME: This field allows you to select a different Email CNAME to use to brand the links in your email when creating emails using this template.

Category (Required): This field allows you to select some predefined options to help identify and better understand your email statistics. 

Owner (Required): This field lets you specify the owner of the Email Template record.

Tags: This is for your internal organizational use. For example we'd type "Newsletter" if this were a newsletter. It's something you can make searchable for yourself.

The Quick Send Settings section is available if you want to make this Template an option to send via the Quick Send feature. Read this article for more information on this.

 

Once the required fields are properly filled in, then the check mark in the top right-hand corner will become green to indicate that the step is complete.

Step 2: Select Editor Type and Save

The next step will be to select the desired email editor type and then save the Email Template record. There are three types of editors: Free Style, Custom HTML, and New Drag and Drop.

• The New Drag and Drop editor allows you to create email templates easily through dragging different types of content into different sections of the editor and editing the style and content of each cell and the entire email.
• The Free Style Editor is a little more advanced and allows use of HTML with a What You See is What You Get Editor. If you already have email layouts designed, you will want to choose Free Style and upload your layout.
• Custom HTML has very few buttons and is strictly HTML; there is no Design type of view. Use Custom HTML if you have created the template outside of ClickDimensions and don't want to make any changes or additions, or if you know HTML well enough.

Once, you've made your selection you can hit Save and Continue or Save on the Email Template record to update the record and enable the Design Email button.

If you would later like to change your editor type, then you can click the Switch option. The original editor type will determine which editors are available for selection, so all editor types may not be available to be converted to.

Step 3: Open the editor

Now you will be able to access the email editor. To open it, you can either click the Edit option from Step 2:

Or you can click the Open Editor at the top of the record to open the editor in a new window to begin designing your template.

Here is what you'll see depending on the editor you chose:

Free Style Editor (learn more here):

Custom HTML (learn more here):

New Drag and Drop (learn more here):

After inserting your email content, you can then use the Generate option to automatically create a Text Version for your email.

 

Be sure to Save your changes in an Email Template as you build it!