How to Create an Email Template

How to Create an Email Template


 

SUMMARY

Amarki provides users the ability to create templates to use to send emails to their clients, prospects, and colleagues quickly.

A.    

B.    Best Practice

            Quick Video: Create an Email Template

C.    To create an Email Template

1.     Login to Amarki

2.     Click the “Templates” link in the left Menu from your Amarki homepage

3.     Click the “+Add Templates” button in the top right corner

4.     Click "E-Mail Template" in the dropdown menu

5.     Enter the Title for your Email Template – This should let users know what the template is used for. Example, Just Listed or Open House

6.     Select Category you would like the template to be placed in

7.     Select the Live Date – this is the date you would like users to have access to the template

8.     Select Retire date, if applicable. If a Retire Date is entered your users will no longer have access to the template on that date. If no date is entered the template will not retire.

9.     Click the “Create” button

10.  You can now use the editor to create an email template

11.  To replace an image:

a.     Click the existing image, you'll notice the edit panel on the right-hand side of the screen updates with the options for your image

b.     Click the "Upload Image" button

c.     Browse your computer for the preferred image, when found click the image or file name and then click the "open" button

12.  To edit an image:

a.     Click the existing image within the email

b.     Click the "Apply Effects & More" button in the panel on the right-hand side

c.     Choose from the options in the top menu

d.     When finished making edits, click the "Save" button in the top left-hand corner

13.  To add a new image, text box, video, or divider (if option is available, some email templates will not allow these types of changes.

a.     Click on an existing row (not content)

b.     When the whole row is highlighted you will see a plus sign above and below the row, click the "plus sign" icon

c.     Click the newly created row

d.     In the menu on the right, click how many sections you would like in the newly created row

e.     Click the "Add Content" button within the new section

f.      Choose from the Button, Divider, Image, Text or Video icons in the right hand panel, click the icon and drag to the new section

                                          i.         If you selected a button

1.     Click the button and add the URL in the URL field and update your options such as, opening the website in a new tab

2.     You can also change the action of the button by choosing from the "Action Type" Dropdown

3.     Scroll to the Colors section and update the button color and text color to match the theme of your email by clicking the "Button" and/or "Text" icons - You can use a hex code or choose from available colors

                                         ii.         If you selected an image

1.     Click the image placeholder

2.     Click Upload Image

3.     Choose an image from your Amarki Image gallery or Upload an image from your computer

                                        iii.         If you selected a divider (Please note, you will get the best result using a divider if you choose one section when creating a new row)

1.     Click the divider

2.     Use the "Width" slider to change the width of the divider

3.     In the Line section, click the dropdown to choose the style of your divider

4.     Use the "+" or "-" buttons to change the heights of your divider

5.     Click the gray icon to change the color of your line

                                       iv.         If you selected text

1.     Click the newly added text and update the text by type and/or highlight the text to change to color, size etc.

                                         v.         If you selected video

1.     Click the video placeholder

2.     Enter the URL in the "Video URL" field (adding a YouTube or Vimeo link will generate a preview image)

14.  To Update Text

a.     Click the existing text within the Email

b.     Click or Highlight the text to be changed

c.     Begin typing or use the menu above to make changes to font, size, color etc.

d.     You also have the option to add merge tags to be automatically populated

                                          i.         Click the "Merge Tags" drop down arrow

                                         ii.         Hover over the category

                                        iii.         Select the merge tag to be inserted into your email, these variables will populate information from your user profile.

15.  To update the background color of a row

a.     Click the Row

b.     In the Row Properties section, click the white icon next to "Background Color"

c.     Choose a color or enter a hex code

16.  Preview your email

a.     While editing your email you are seeing a preview of the email if viewed on a desktop

b.     Click the "Mobile" tab at the top of the right panel to see a preview if viewed on a mobile phone

17.  To add Text Variables select a section of text and choose a variable from the “Merge Tags” dropdown in the text menu or enter a variable from the list located here

    1. To add an image variable, select the image placeholder and enter the image variable into the “Image URL” field in the panel on the right-hand side.
    2. You can lock down aspects of the template by using the panel on the right-hand side
      1. Click the item you would like to “lock”
      2. Select the panel on the right-hand side and scroll down to the Content Admin section
      3. Toggle switches to off for the actions you want to turn off

19.  When you are happy with the email template, Click the "Save Template" button



Next Steps: 
Find the newly created email in the category you selected in step 6 and give the template a test run. 


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