Creating HTML Templates for Email Signatures, Newsletters and More

You can create any number of HTML templates to be used with the HTML editor to control the look of communications and event descriptions.

  1. To create a new template, go to Admin>Set Preferences>Application Settings.
  2. The settings screen will open and you will see the HTML Template tab.
  3. Click New HTML Template.
  4. You can then add a title for your template. The title will be used to identify the template in the HTML editor, so use a name that makes it easy to choose the correct template.
  5. Then you can specify which user has access to the template. All Users will allow everyone to use the template, otherwise only the specified user has access to the template.
  6. You can then type or paste the HTML that you need directly into the HTML Box or right-click and select the HTML Editor to create the template.
  7. Once you have created your template, click Save HTML Template, to save your work.

You can also select any existing template to edit from the drop-down at the top of this tab.

 

To use your HTML templates in the Mass Communicator:

  1. In the Message field, right-click and choose HTML Templates. Choose the template you want to use, and the code for that template will be pulled in to the Message field. You can then click the HTML Editor to edit the email.
  2. You can also access templates from the HTML Editor itself. Click the 'Select Template' link in the upper right corner, and then click Select next to the template you want to use.

 

 

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This feature is included or available for purchase with the following WebLink Connect packages.

 

 

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