Create a Custom Email Template

A template can be used to create multiple emails. This template will show your custom layout and can contain your company branding. You'll have access to a variety of premade templates and template block templates as a new user. However, if you would like to create a custom HTML email template, please follow the steps below.

Open the Tools folder
Click Template Editor
Click the Create New Template button
Enter a Subject (used as the template name)
Start creating the template or copy and paste your HTML code into the Source view
Create editable content areas, as explained below in the Template Help Instructions below
Save the Template
Your custom template will now show in the Templates section when creating a new message

Template Help Instructions

You must specify what areas of the template are going to be editable by the user creating a message with it. By default, all areas of the template will be locked down and not editable. To specify what areas will be editable, you must surround them with <cicontent1> </cicontent1> tags.

Click Source to view the source code of the template
Find the area you would like to make an editable region
Surround the content with <cicontent1> </cicontent1> tags
1. Table cells <td>, Span tags <span>, and sections <div> all support the <cicontent1> tags
2. Each table cell, span tag, and section can hold only one content region
3. Cicontent tags are uniquely numbered, so after <cicontent1></cicontent1> you'll insert a <cicontent2></cicontent2>
4. There can be up to 100 <cicontent1></cicontent1> areas

Once a template is created, it will show under "Templates" when a user creates a new message.

HTML Code Example

<html dir="ltr">
    <head>
        <title></title>
    </head>
    <body bgcolor="#ffffff" text="#000000">
        <table border="1" cellspacing="0" bordercolor="#000000" cellpadding="0" width="600" bgcolor="#ffffff" align="center">
            <tbody>
                <tr>
					<td>
                    	<cicontent1>
							EDITABLE CONTENT 1
						</cicontent1>
					</td>
                </tr>
                <tr>
                    <td>
                    <table border="0" cellspacing="0" cellpadding="0" width="100%">
                        <tbody>
                            <tr>
                                <td width="10"><img border="0" alt="" width="10" height="1" style="display: block" src="http://clients.criticalimpact.com/images/spacer.gif" /></td>
                                <td>
                                <table border="0" cellspacing="0" cellpadding="0" width="100%">
                                    <tbody>
                                        <tr>
                                            <td><img border="0" alt="" width="1" height="10" style="display: block" src="http://clients.criticalimpact.com/images/spacer.gif" /></td>
                                        </tr>
                                        <tr>
                                            <td valign="top" align="left">
												<cicontent2>
													EDITABLE CONTENT 2
												</cicontent2>
											</td>
                                        </tr>
                                        <tr>
                                            <td><img border="0" alt="" width="1" height="10" style="display: block" src="http://clients.criticalimpact.com/images/spacer.gif" /></td>
                                        </tr>
                                    </tbody>
                                </table>
                                </td>
                                <td width="10"><img border="0" alt="" width="10" height="1" style="display: block" src="http://clients.criticalimpact.com/images/spacer.gif" /></td>
                            </tr>
                        </tbody>
                    </table>
                    </td>
                </tr>
            </tbody>
        </table>
        <p>&nbsp;</p>
    </body>
</html>