Email Templates

Think of Email Templates as a rough draft of an email or a prepared subject/body combination to reuse over and over. Here's how to create one:

1. Click Emails on the left menu bar and then Email Templates at the top
2. Click New Template on the top right side of your screen
3. Type a name for your email template
4. Type a subject and body
5. Click Add Content and select from your content in your Library, upload a document or image, or select a Page you have created. Change the page and/or video associated with your template. You can also turn Off Featured Video using the toggle to not require a video. You can always change your page and/or video before sending the email.
6. Click Save Template

Details
Here is what you should see in the email template composer after clicking New Template:

1. Email Template Name
   • This is the name of your email template.
   • Ex: “Template for Opportunities”
      
2. Preview
   • Click the Preview button to preview your landing page. This preview is what the receiver of the email will see when they click on the thumbnail image that is in the email.
     
     
3. Subject
   • This is what the subject line of your email will be.
   • Ex: “Hello {{recipient_first_name}}! Please watch this video I made just for you.”
      
4. Insert Merge Field
   • Merge fields automatically fills in information based on the sender and receiver. For more information on Merge fields click here.
   • Ex: If Sally Smith sends, “I look forward to see you {{recipient_first_name}}! Until then, {{sender_first_name}} {{sender_last_name}}.” will be read by John Doe as “I look forward to see you John! Until then, Sally Smith.”
      
5. Body
   • This is the body of the email. Two things to keep in mind:
     • “{{Watch Video}}” field will be replaced by a clickable text, “Watch Video”, which will direct the recipient to the video and landing page.
     • Be creative! Remember the email template should be used however you see fit.
       
       
6. Add Content
   
   • Select to add content either from your library, upload a document/image from your device, or use an existing page. 
     • Choose from Library - Click on any content from your Library and click Add to Template. If a video was selected, it will auto-populate as the Featured Video. Tip: You can select multiple pieces of content and add them to your template at the same time.
     • Upload Docs & Images - Select to upload content from your device, drag and drop files, or use a third-party provider. Add a Featured Video from your Library by clicking the blue "+" icon.
     • Use a Page - Hover over the Page you would like to use and click Use This Page. Add a Featured Video from your Library by clicking the blue "+" icon.
       
       
7.  Content Details
   
   Choose from Library/Upload Docs & Images                           Use a Page   
                                         
   
   
   • If Choose from Library or Upload Docs & Images is selected:
     • Delete any content added by clicking the trash can icon (if Featured Video is ON, the video will remain in the template). You can still upload content from your device with the green upload arrow. To add more content click the blue "+" icon, you will be directed to your Library.
   • If Use a Page is selected:
     • Remove the selected Page by clicking the trash can icon. Change the selected Page with a different Page by clicking the icon with two arrows. 
        
8. Featured Video
   
   • Once you add a video, the video’s thumbnail will appear in the body of your email. Please note that deleting this thumbnail will prevent you from sending your email. If you have accidentally removed the thumbnail, simply re-attach your video.
   • Use the toggle to turn ON or OFF Featured Video.
   • You can always change the Featured Video by clicking the icon with two arrows next to it. You will be directed to your Library and can choose a different video from there. 
   • Include an Animated Thumbnail of your Featured Video by toggling the button ON. It will create a loop of the first 5 seconds of your video, in the same way a gif functions. 
     Note: When this option is selected the thumbnail in the email will look more pixelated. This is due to the need to lessen the resolution so the thumbnail appears on the receivers Email instantly instead of having a delayed download time.

If you are satisfied with your email template, click Save Template. Don’t worry about creating the perfect email template; you can always edit your templates later.

Remember, you can create as many email templates as you want, and the format of your email templates are completely up to you. Use it to expedite your communication process.

Applying your Email Template
If you are ready to put your email template to use:

1. Start a new email or edit one you're already working on
2. Click Use Email Template which is located on top of the recipients field
3. Hover over your template and click Use This Template on the row
4. Click Yes to proceed. This will overwrite any subject or body previously typed in the email composer.

OR

1. Click Emails on the left menu bar and then Email Templates at the top
2. Hover over the template you would like to send an email with and click anywhere once it is highlighted
3. Click Create Email
4. An overwrite pop up will appear, click Yes

Edit an Existing Email Template

If you have an existing Email Template and you need to edit it in any way here is how:

1. Click Emails on the left menu bar and then Email Templates at the top
2. Hover over the template you need to edit and click anywhere once it is highlighted
3. Click Edit Template

For more information on Sending Emails or Quick Sending Emails click the respective hyperlinks. Questions? Click here to reach the OneMob Support team.