Email Marketing Templates

Creating and editing email marketing templates. This tool is also used to edit thank you messages for donation, event, membership, survey, and auction pages.

Can I add tags or keywords to my email templates so that I can find them?
Yes, you can add as many tags as you would like to any of your templates. To add or edit the tags, put your mouse over the desired template when viewing the...
Wed, Jul 8, 2026 at 10:17 AM
Can I delete an email template?
You can delete any of your templates unless the template has been previously used in a campaign, is attached to a campaign In Progress, was cloned, or used ...
Wed, Jul 8, 2026 at 10:18 AM
How do I edit a pre-designed template to make it my own?
Select a pre-designed template from the template library and click on Edit. The software will open this template in editor mode. From there, you can make an...
Tue, Jun 30, 2026 at 2:02 PM
How do I preview my template?
You can preview the template from within the template library by hovering over a template and clicking on Preview. This will open a preview of the template ...
Tue, Jun 30, 2026 at 2:11 PM
Can I add video to my email templates and email marketing campaigns?
You can add links to your videos in your template, but it does not embed the actual video. This is desirable since most videos are large files and would tak...
Wed, Jul 8, 2026 at 10:30 AM
How do I add a PDF file to the email template?
You can also add a link to a PDF file in the body of your email. The pdf is not attached to the email, instead the link is to your media library. From the...
Tue, Jun 30, 2026 at 3:02 PM
How do I adjust the Vertical Space for a Text area in an email template?
The attached short video shows one way to adjust the Vertical Space setting for a text area. If the value is incorrectly set it can affect the text when...
Wed, Jul 8, 2026 at 10:18 AM
Adding anchors to your email template
In this example, a table of contents was created with three anchors to jump to, with the anchors allowing you to jump back to the table of contents. Article...
Tue, Jun 30, 2026 at 2:58 PM
How do I format email template text content?
Here are some quick tips on editing and formatting text content in a template:  - The email template is based on HTML. If text is copied from an outside...
Thu, Feb 3, 2022 at 3:54 PM
What is a Template Format Error?
One reason you may receive the following error when editing/saving the email template is because text content contains double hyphens/dashes. The email ...
Tue, Feb 25, 2025 at 2:46 PM