Working With Templates

About Templates

Working with Templates in the APSIS One Email Editor is the quickest and most efficient way to create beautiful and effective emails that are consistent with your brand identity

Get started quickly with a selection of Pre-defined Templates that are structured to fit any number of Email activities, and are designed to give you a helping hand in creating striking Emails that will capture the attention of your subscribers.

If you'd rather let your creativity take over, find Templates that you've created from scratch in Your Templates, and reuse them for future campaigns. Here you'll also find Templates created especially for you by our Creative Services Professionals as part of your APSIS One package.

Check out our selection of Themed Templates to get you quickly started with a number of themed or seasonal messages.

To read more about specific Templates, click on a section in the left-side navigation to jump ahead in the article, or scroll through to read more.

 


 

Pre-defined Templates

Working with pre-defined Templates helps you get an idea of the design possibilities of the Email Editor. To put it simply, starting with a Template that is already structured saves time otherwise spent thinking about possible structures.

Replace all Elements and content with the content that matches your brand, and there you go!

Read more about how to efficiently work with pre-defined Templates below.

CSTemplates.jpg

 

 Need a Hand?

Click on the Get inspired icon to take a look at our Email Design Gallery! You can also click the Request icon to send a message to our Creative Services professionals and order a stunning Template that fits your needs. 

 

Working with Pre-Defined Templates

Here's some practical information about the most common actions users perform whenever using a pre-defined template for the first time.

Expand an item to learn more:

Changing Pre-defined Template

How to Change a Pre-defined Template

To change the pre-defined Template after you've chosen one and gone into the Editor, simply click Back on the Bottom bar. You will go back to the Templates step, where you can choose a different template.

EmailTemp1.jpg

 

Note that all of the changes you made in the current Template will be lost.

Template Settings

Review the Template Settings

While in the editor, open the Template settings by clicking Template settings on the Bottom bar.

PreDefTem7.jpg

 

It's divided into Template Settings, Design Settings and Unsubscribe Settings.

 

Template Settings

1. Change the name of your Template under Template name, and edit the description of your Template under Description.

PreDefTem8.jpg

 

3. To save your changes, click Done.

PreDefTem9.jpg

 

Design settings

Design1_copy.jpg

 

Click on an item below to expand:

Width

Adjust your Email's width by entering a measurement in pixels under Email Width (px).

We suggest a width of 600px, optimal for most Email clients.

new1.jpg

 

Top Padding

The top padding will create a space between the top of the box where your Email is displayed on the Email client and the actual Email content.

Enter a measurement in pixels under Top Padding (px).

new2.jpg

 

Body

Body Colour

To make the email body colour transparent, click the X icon next to the colour code. The colour preview will be a white circle crossed with a red line.

Design3.jpg

 

Adjust the colour of your Email's body by clicking the circle next to colour to open the colour picker.

new3.jpg

 

Use the colour picker to choose a colour for your Email body.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

Background

Background Colour

Adjust the colour of your Email's background by clicking the circle next to colour to open the colour picker.

new4.jpg

 

Use the colour picker to choose a colour for your Email background.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

Border

Border Width & Radius

Adjust the thickness of your Email's border by dragging the Width slider right for a higher measurement and left for a lower measurement.

The radius of your Email's border will determine how round the corners will be. Drag the Radius slider right for a higher measurement and left for a lower measurement.

Design4_copy.jpg

 

Border Colour

Adjust the colour of your Email's border by clicking the circle next to colour to open the colour picker.

Design5_copy.jpg

 

Use the colour picker to choose a colour for your Email border.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg 

 

Unsubscribe Settings

Unsubscribe1_copy.jpg

 

Click on the items below to learn more about the unsubscribe settings.

Adjusting your Unsubscribe Settings

How to Adjust your Email's Unsubscribe Settings

1. Make sure that you've added an unsubscribe link in your Email. Expand the item above to learn more.

new5.jpg

 

2. While in the Email Editor, open the Unsubscribe Settings by clicking Template settings in the Bottom bar, and then Unsubscribe.

Unsubscribe4_copy.png

 

3. Since clicking the unsubscribe link will take them to a landing page, start by entering a headline for that page on Headline.

new6.jpg

 

4. Enter the message for your landing page under Message. This message could be a question, asking them whether they are sure they'd like to unsubscribe or if they're there by mistake.

new7.jpg

 

5. To confirm that they wish to unsubscribe, they will have to click on a button. Enter the text for that button under Button text.

new8.jpg

 

6. On Confirmation, you will choose what action the button will do.

Click the drop-down menu to choose between Message, to show them a confirmation message, and Redirect Link to take them to another page of your choice. Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

new9.jpg

 

If you choose Message:

Enter a message for the landing page under Confirmation message.

new9.jpg

 

If you choose Redirect Link:

Lead them to a page of your choice after they confirm that they wish to opt-out.

Enter the URL of that page under Redirect link.

Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

new10.jpg

 

Design

Your unsubscribe page will look like this by default:

Unsubs10_copy.jpg 

 

1. Click Change logo to choose a logo for the unsubscribe page. Make sure that the dimensions of the image file are 100x100px for optimal image quality. Larger images will be resized to fit these dimensions.

Unsubscribe2_copy.jpg

 

2. Enter the text for your logo.

Unsubs7_02_copy.jpg

 

3. Click on the circle next to Background colour to open the colour picker.

Unsubscribe3_copy.jpg

 

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg  

 

Testing a Template

How to Test a Template

1. Click Test in the bottom bar

PreDefTem14.jpg

 

2. Enter the email(s) in the corresponding field, separated by commas.

PreDefTem15.jpg

 

3. Click Send Test.

 About Test Emails

When testing an email, the test email might be sorted by your email client as spam. Spam emails tend not to load images and all additional content in the preview, which is completely normal and done with your best interest in mind.

Please move the email out of the spam folder into another inbox in order to load all of the email's content.

CreateEmail114_copy.jpg

 

Previewing a Template

How to Preview a Template

1. Click Preview in the bottom bar to preview your Email.

PreDefTem16.jpg

 

2. Toggle Desktop, Mobile and the Text version by using the buttons on the right.

You can see how the Email will look in all three formats, so you can make sure it will be displayed correctly no matter the device.

PreDefTem17.jpg

 

3. If necessary, make any changes to improve the way your Email is displayed.

Click Back in the Bottom bar to go back to the Email Editor.

PreDefTem18.jpg

 


 

Your Templates

These Templates are those that users in your account have saved from a draft, or that have been created by our Creative Services professionals as part of your APSIS One package.

Here's a few things to consider whenever working with a custom template:

The Email Editor has an autosave feature. If you edit a template from the Templates tab, any changes made will be saved automatically. We suggest that you clone the Template first, and make changes to the cloned Template instead. That way, you'll keep both versions.

If you select one of Your Templates in the Template Wizard, your original Template will remain intact as you are creating a new Template using an existing one as a basic layout. Make sure to name your Templates and add descriptions for all the users in your account to be able to recognise them in the future.

 

new11.jpg

 


 

Themed Templates

Working with themed Templates helps you get an idea of the design possibilities of the Email Editor. Feel free to use them as inspiration for your future email campaigns! Replace all Elements and content with the content that matches your brand, and there you go.

Read more about how to work with themed Templates below.

Themed1.jpg

 

Working with Themed Templates

Here's some practical information about the most common actions users perform whenever using a themed Template for the first time.

Themed8.jpg

 

Expand an item to learn more:

Changing Themed Template

How to Change a Themed Template

To change the themed Template after you've chosen one and gone into the Editor, simply click Back on the Bottom bar. You will go back to the Templates step, where you can choose a different template.

PreDefTem18.jpg

 

Note that all of the changes you made in the current Template will be lost.

Template Settings

Review the Template Settings

While in the editor, open the Template settings by clicking Template settings on the Bottom bar.

PreDefTem7.jpg

 

It's divided into Template Settings, Design Settings and Unsubscribe Settings.

 

Template Settings

1. Change the name of your Template under Template name, and edit the description of your Template under Description.

PreDefTem8.jpg

 

3. To save your changes, click Done.

PreDefTem9.jpg

 

Design settings

Design1_copy.jpg

 

Click on an item below to expand:

Width

Adjust your Email's width by entering a measurement in pixels under Email Width (px).

We suggest a width of 600px, optimal for most Email clients.

new1.jpg

 

Top Padding

The top padding will create a space between the top of the box where your Email is displayed on the Email client and the actual Email content.

Enter a measurement in pixels under Top Padding (px).

new2.jpg

 

Body

Body Colour

To make the email body colour transparent, click the X icon next to the colour code. The colour preview will be a white circle crossed with a red line.

Design3.jpg

 

Adjust the colour of your Email's body by clicking the circle next to colour to open the colour picker.

Design5_copy.jpg

 

Use the colour picker to choose a colour for your Email body.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

Background

Background Colour

Adjust the colour of your Email's background by clicking the circle next to colour to open the colour picker.

new4.jpg

 

Use the colour picker to choose a colour for your Email background.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

Border

Border Width & Radius

Adjust the thickness of your Email's border by dragging the Width slider right for a higher measurement and left for a lower measurement.

The radius of your Email's border will determine how round the corners will be. Drag the Radius slider right for a higher measurement and left for a lower measurement.

Design4_copy.jpg

 

Border Colour

Adjust the colour of your Email's border by clicking the circle next to colour to open the colour picker.

Design5_copy.jpg

 

Use the colour picker to choose a colour for your Email border.

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

 

Unsubscribe Settings

Unsubscribe1_copy.jpg

Click on the item below to learn more about the unsubscribe settings.

Adjusting your Unsubscribe Settings

How to Adjust your Email's Unsubscribe Settings

1. Make sure that you've added an unsubscribe link in your Email. Expand the item above to learn more.

new5.jpg

 

2. While in the Email Editor, open the Unsubscribe Settings by clicking Template settings in the Bottom bar, and then Unsubscribe.

Unsubscribe4_copy.png

 

3. Since clicking the unsubscribe link will take them to a landing page, start by entering a headline for that page on  Headline.

new6.jpg 

4. Enter the message for your landing page under  Message. This message could be a question, asking them whether they are sure they'd like to unsubscribe or if they're there by mistake.

new7.jpg

 

5. To confirm that they wish to unsubscribe, they will have to click on a button. Enter the text for that button under Button text.

new8.jpg

 

6. On Confirmation, you will choose what action the button will do.

Click the drop-down menu to choose between Message, to show them a confirmation message, and Redirect Link to take them to another page of your choice. Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

new9.jpg

 

If you choose Message:

Enter a message for the landing page under Confirmation message.

new9.jpg

 

If you choose Redirect Link:

Lead them to a page of your choice after they confirm that they wish to opt-out.

Enter the URL of that page under Redirect Link.

Regardless of the page you choose to redirect them to, clicking the button will effectively unsubscribe them from your Email communications.

new10.jpg

 

Design

Your unsubscribe page will look like this by default:

Unsubs10_copy.jpg 

 

1. Click Change logo to choose a logo for the unsubscribe page. Make sure that the dimensions of the image file are 100x100px for optimal image quality. Larger images will be resized to fit these dimensions.

Unsubscribe2_copy.jpg

 

2. Enter the text for your logo.

Unsubs7_02_copy.jpg

 

3. Click on the circle next to Background colour to open the colour picker.

Unsubscribe3_copy.jpg

 

If you already have a standard colour, enter the colour code in the Hex box. Go ahead and enter the colour in RGB format if that's the method you prefer. The colour picker will save 16 of your recently used colours for each Email. Every new Email will have no recently used colours, but the colours will remain for each Email whenever you go back into editing.

bb10_copy.jpg

 

Testing a Template

How to Test a Template

1. Click Test in the bottom bar

PreDefTem14.jpg

 

2. Enter the email(s) in the corresponding field, separated by commas and click Send Test.

CreateEmail114_copy.jpg

 

 About Test Emails

When testing an email, the test email might be sorted by your email client as spam. Spam emails tend not to load images and all additional content in the preview, which is completely normal and done with your best interest in mind.

Please move the email out of the spam folder into another inbox in order to load all of the email's content.

 

 

Previewing a Template

How to Preview a Template

1. Click Preview in the bottom bar to preview your Email.

PreDefTem16.jpg

 

2. Toggle Desktop, Mobile and the Text version by using the buttons on the right.

You can see how the Email will look in all three formats, so you can make sure it will be displayed correctly no matter the device.

PreDefTem17.jpg

 

3. If necessary, make any changes to improve the way your Email is displayed.

Click Back in the Bottom bar to go back to the Email Editor.

PreDefTem18.jpg

 

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