Creating an email template - example

This example uses the template editor, but it is also relevant to creating or editing a sample, import or filter email. 

We will create a new template as a training example. 

  • Give the template a name ‘Training example’, the subject ‘QuenchTec survey invitation’ and enter the email text as shown in the example, remembering to use the New Paragraph button instead of pressing the return key.

Add Merge Fields

We want to merge some fields to show the panellist’s name and the number of reward points they will get if they complete the survey.

  • Place the curser after ‘Dear ’, click the Insert Merge Field button, in the Select Merge Field dialog open up the Profile Merge Fields and select FirstName, then click OK.

  • Similarly insert the sample merge field [ProjectRewardPoints] after ‘receive’ in the first paragraph.  This field can be found in the Sample Merge Fields folder.

Add Hyperlinks

We now want to make the word ‘ here’ in the second paragraph a clickable link which will open a URL taking the panellist to a questionnaire. The link is to include an identifier so that the receiving system can report from which email the link came.

  • Select the text ‘here’.
  • Now click the Insert Hyperlink button to get the Email Link dialog. 
  • Click the Insert Merge Field button, open up Sample Merge Fields, select QuestionnaireURL and click OK.
  • Type ‘page?RID=’ then click the Insert Merge Field button again, open up Email Merge Fields, select EmailResponseId and click OK.
  • Fill in a tooltip and Target a New Window for the url to open in.
  • Click OK

The text ‘ here’ now appears as a hyperlink.

We also want to include a link to the Quenchtec website.

  • Select the text ‘QuenchTec.com’ in the footnote and click Insert Hyperlink.
  • Type in the Url http://www.quenchtec.com
  • Enter the Tooltip website.
  • Click OK.

Add Images

Finally we will add the Quenchtec logo to our email template.

  • Place the curser at the top of the email and click the Insert Imagelink button to get the Email Image Link dialog. 
  • In the URL field type:‘http://www.quenchtec.com/wp-content/uploads/2016/09/Quench-Tech-Logo-aw-300.png’ and ‘logo’ into the Text field.
  • Give it an Alignment Right.
  • Click OK.

The training email template should now look as follows:

Spellcheck

You should now Save the email template and perform a spell check.

  • Click the AJAX Spellchecker button to get the list of languages. 
  • Select English (United Kingdom).  Any possible misspellings are shown in yellow.

For example, if the word ‘receive’ is spelt wrongly it would appear in yellow in spell checking mode.  The merge fields are also shown in yellow, but they can be ignored.

  • Correct the spelling for the words shown in yellow by clicking on it and selecting the correct word from the list or select Change Manually to re-type the word manually.

  • Click on Finish spellchecking when you have made the changes required.
  • Click on OK to save the email template.

Review

Re-open and review your completed email template, check its HTML code for anomalies, and check it in Preview mode. Finally, when you create a mailing using the template, send test emails to yourself and colleagues to ensure that the email will arrive as intended when received by the panellist.

Related Articles