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Marketing - Create Email Templates

Marketing - Create Email Templates

In this article:

About Creating Templates

Lasso’s Email Template Editor gives you the ability to create professional-looking emails without the need for a graphic designer or web developer.

Create templates using the following options:

  • Design Editor – Select design components (content blocks) and build a simple template with images and content. You just need to have your images sized and ready to insert, along with your copy. The formatting is done for you.
  • Basic Editor – Use this editor if you want to create emails that are more text-based (e.g. sales process/followup process emails) or for the design expert who wants to create more advanced emails providing more flexibility with styles, colors, tables, and overall design.
  • Paste HTML –  Create your emails using HTML code. This option is ideal when you have a designer creating the HTML for you and they provide you with the code.
  • Existing Template – Use an existing template, copy it, and update with new content.
  • Library – Use a prebuilt template from the Lasso Library.

NoteThe maximum size for an email message is 10 MB. This includes any images and attachments that are part of the message.

To create a new template, click on the Marketing tab and select the Templates option.

marketingTemplates.jpg

This takes you to the Manage templates page. Click Create templates.

Note: Templates must reside in folders. Be sure to first add a folder for the template if a folder doesn't exist.

Marketing_CreateTemplates.jpg

This takes you to the Create New Template page where you can select from the available options.

createtemplates3.jpg

Create Email Template - Design Editor

Note: Templates must reside in folders. Be sure to first add a folder for the template if a folder doesn't already exist.

Use the Design Editor to select from content blocks containing text, images, and buttons that can be modified as needed.

To view the instructional video, click here.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

3 – Select Design Editor.

createtemplatedesign.jpg

4 – Enter a name for the template in the Template Name field.

5 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

6 – Click Create & Edit Template.

marketingTemplatesCreatetemplatesDE1.jpg

– Enter a Subject for the email.

marketingTemplatesEnterSubject.jpg

The Design Editor provides you with a block to start from, which contains a heading, text, and an area above it to enter a short description of the content. To the right of the block are two buttons to help you create your template. They are the:

  • Blocks Library button from which you can select (click or drag and drop) various items that will add formatting and placeholders for text, columns, buttons, and images.
  • Style Settings button that will allow you to change text and background colors.

8 – Enter a short description of your email’s content in the space provided above the block. This will appear along with the Subject line, enticing the recipient to open the email.

9 – Edit the heading and text in the starting Block as desired, and use the Blocks Library and Style Settings as outlined in the next steps.

designeditor2.jpg

Note: Once you have additional blocks in the template, you can use the buttons above the blocks to move them up or down, duplicate, or delete.

designeditor3.jpg

10 – Click on the Blocks Library and select (click or drag and drop) items for the template. Selections are:

a) Text

b) 2 Columns Text

c) Lists

d) Button

e) Image

f) 2 Column Images

g) Left & Right Images

h) Date

i) Signature

blockslibrary.jpg

Block selections:

a) Text

Note: If you want to add color to a background, please make sure you select an Text Block option that includes Background. You will not be able to add a background color to a text block that does not already include it.

  • Add Text
  • Add Text with Background
  • Add Text & Title
  • Add Text & Title with Background

emailtext.jpg

b) 2 Columns Text

  • Add 2 Columns Text
  • Add 2 Columns Text with Background

email2columntext__2_.jpg

c) Lists

  • Add bullet list
  • Add numbered list

emaillists.jpg

d) Button

  • Add Button
  • Add Callout with Background

Once you’ve added the button, click on the text and then the link option. This brings up the Insert link box. In the Url field, enter the URL where you want the recipient to be directed. In Text to display, change the text as needed and click Ok.

emailbutton.jpg

If a Calendar Link has been added for your user account in the Client Admin Center, you can add the link in a Button, allowing the recipient to book an appointment with you. In the Insert link box, select Calendar Link in the Link list dropdown. This will automatically populate the Url field with the your calendar link.

calendarlink.jpg

If a Virtual Office Link has been added for your user account in the Client Admin Center, you can add the link in a Button, allowing a recipient to connect with you in a virtual meeting. In the Insert link box, select Virtual Office Link in the Link list dropdown. This will automatically populate the Url field with the your virtual office link. 

virtualofficelink.jpg

e) Image

  • Add Image
  • Add Image with Caption

emailimage.jpg

To insert an image, click on the placeholder and then Change Image. You will need to upload your image to the Image Manager.

emailimage2.jpg

f) 2 Column Images

  • Add 2 Column Images
  • Add 2 Column Images with Caption
  • Add 2 Column Images with Caption and Background

email2columnimage.jpg

To insert an image, click on the placeholder and then Change Image. You will need to upload your image to the Image Manager.

emailimage4.jpg

g) Left & Right Images

  • Add Left Image with Caption
  • Add Left Image with Caption and Background
  • Add Right Image with Caption
  • Add Right Image with Caption and Background

emailleftrightimage.jpg

To insert an image, click on the placeholder and then Change Image. You will need to upload your image to the Image Manager.

emailimage6.jpg

h) Date

  • Add Date Left with Caption
  • Add Date Right with Caption

emaildate.jpg

i) Signature

The Signature Block uses sales rep tokens to automatically populate a sales rep's Title, Phone, Email, and Portrait. This information must first be added in the Client Admin Center (Title, Email, and Portrait Link) and/or Project Admin Center (Phone, Email). 

emailsigclientproject.jpg

  • Add Signature
  • Add Signature with Background
  • Add Signature with Image
  • Add Signature with Image and Background

Note: If you are using one of the Signature with Image Blocks, the link to the image must first be added to your user account in the Client Admin Center. The Signature Block is set at 120px wide. Lasso recommends that the image size be at least double that to accommodate for high resolution screens. The block will auto-size to 120px wide and will scale the height accordingly.

emailsignature.jpg

Blocks can also be accessed by clicking the Insert button on the Email Template Toolbar and selecting Blocks.

emailimage90.jpg

11 – Click Style Settings and select the Style Setting and color. Change color for:

a) Page Background

b) Block Background

c) Text Background

d) Text Heading

e) Text Paragraph

f) Button Text

g) Button Background

h) Calendar

i) Link

stylesettings.jpg

12 – When you select the Style Setting, the Color dialogue box will pop up. Select the color from the main area and note the HTML color code number. Once you select your color, click OK.

styleb.jpg

Change color of:

a) Page Background

stylepagebackground.jpg

b) Block Background

styleblockbackground.jpg

c) Text Background

styletextbackground.jpg

Note: The Text Background Color can only be changed in a Text Block with Background.

textbackground.jpg

d) Text Heading

textheading.jpg

e) Text Paragraph

textparagraph.jpg

f) Button Text

buttontext.jpg

g) Button Background

buttonbackground.jpg

h) Calendar

calendarbackground.jpg

i) Link

linkbackground.jpg

Note: Use the toolbar functions to format text and background as well as insert links, tables, images, and Lasso tokens. The first row of the toolbar contains menu items with selectable options in dropdowns. On the second row of the toobar are shortcut buttons for those options. Mouse over each button for a description of its function.

templatetoolbar.jpg

13 – Once you are satisfied with your template, click Save Template.

marketingTemplatesSaveTemplate.jpg

Create Email Template - Basic Editor

Note: Templates must reside in folders. Be sure to first add a folder for the template if a folder doesn't already exist.

Use the Basic Editor if you are familiar with WYSIWYG and want to create an email template from scratch.

To view the instruction video, click here.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

3 – Select Basic Editor.

createtemplatebasic.jpg

4 – Enter a name for the template in the Template Name field.

5 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

6 – Click Create & Edit Template.

marketingTemplatesCreatetemplatesDE1.jpg

7 – Enter a Subject for the email.

marketingTemplatesEnterSubject.jpg

8 – Enter the content as desired.

content.jpg

Note: Use the toolbar functions to format text and background as well as insert links, tables, images, and Lasso tokens. The first row of the toolbar contains menu items with selectable options in dropdowns. On the second row of the toobar are shortcut buttons for those options. Mouse over each button for a description of its function.

templatetoolbar.jpg

9 – Once you are satisfied with your template, click Save Template.

marketingTemplatesSaveTemplate.jpg

Create Email Template - Paste HTML

Note: Templates must reside in folders. Be sure to first add a folder for the template if a folder doesn't already exist.

Use Paste HTML if you already have the HTML code from another source.

To view the instructional video, click here.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

3 – Select Paste HTML.

createtemplatehtml.jpg

4 – Enter a name for the template in the Template Name field.

marketingTemplateName.jpg

5 – Copy the HTML code from the source and paste it into the space under Paste HTML.

html1-2.jpg

6 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

7 – Click Create & Edit Template.

marketingTemplatesCreatetemplates3.jpg

8 – Enter a Subject for the email.

marketingTemplatesEnterSubject.jpg

9 – Edit the content as desired.

html1-6.jpg

10 – Click Save Template.

marketingTemplatesSaveTemplate.jpg

Create Email Template - Existing Template

Use an Existing Template if you want to copy and modify a template that has already been created.

To view the instructional video, clear here.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

3 – Select Existing Template.

createtemplateexisting.jpg

4 – Enter a name for the template in the Template Name field.

marketingTemplateName.jpg

5 – Under Select Template, click Select.marketingTemplatesCreatetemplates2.jpg..

6 – Check the box beside the template. Use the Search bar if needed.

marketingTemplatesCreatetemplates4.jpg

7 – Under Select Save Folder, click Select.

marketingTemplatesCreatetemplates5.jpg

8 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

9 – Click Create & Edit Template.

marketingTemplatesCreatetemplates3.jpg

10 – Enter a Subject for the email.

marketingTemplatesEnterSubject.jpg

11 – Edit the content as desired.

html1-6.jpg

12 – Click Save Template.

marketingTemplatesSaveTemplate.jpg

Create Email Template - Library

Note: Templates must reside in folders. Be sure to first add a folder for the template if a folder doesn't already exist.

Use the Template Library to select from a variety of sales process and marketing templates that can be copied and modified as needed.

To view the instructional video, click here.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

3 – Select Library.

createtemplatelibrary.jpg

4 – Enter a name for the template in the Template Name field.

marketingTemplateName.jpg

5 – Select a template from the Library.

emaillibrary2.jpg

6 – Under Select Template, click Select.

marketingTemplatesCreatetemplates2.jpg

7 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

8 – Click Create & Edit Template.

marketingTemplatesCreatetemplates3.jpg

9 – Enter a Subject for the email.

marketingTemplatesEnterSubject.jpg

10 – Customize the content as desired.

emaillibrary4.jpg

11 – Click Save Template.

marketingTemplatesSaveTemplate.jpg

Create Email Template from Archived Email Template

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

2 – Under Settings, check Show archived.

The archived folders and templates will be displayed in italics.

3 – Click the name of the template you want to copy.

marketingTemplatesarchived1.jpg

4 – Click Edit to open the template.

marketingTemplatesarchived2.jpg

5 – Click Tools and select Source Code.

marketingTemplatesarchived3.jpg

6 – Place your cursor at the beginning of the Source code, select the entire code, copy, and then click Ok.

marketingTemplatesarchived4.jpg

7 – Click Create templates.

marketingTemplatesCreatetemplates.jpg

8 – Select Paste HTML.

pastehtml.jpg

9 – Enter a name for the template in the Template Name field.

marketingTemplateName.jpg

10 – Paste the source code into the Paste HTML area.

archivedtemplate8.jpg

11 – Select the folder where the template should reside.

Note: Templates in the [global] folder will be shared across the organization.

12 – Click Create & Edit Template.

marketingTemplatesCreatetemplates3.jpg

13 – Enter a Subject for the template and edit as desired.

marketingTemplatesEnterSubject.jpg

14 – Click Save template.

marketingTemplatesSaveTemplate2.jpg

Copy Email Template HTML Source Code

You may want to copy the HTML source code from an existing template for the following reasons:

  • The template has been archived.
  • You want to use the template in another application.
  • Use the template to add a News item in the Client Admin Center. This is helpful if you want your news item to include images.

1 – In the Sales Center, click Marketing and select Templates.

marketingTemplates.jpg

This takes you to the Manage templates page.

marketingTemplatesManagetemplates.jpg

2 – Click on the folder name that contains the template you want to copy or search for it using the Search templates box.

3 – Click on the template name to open it.

marketingTemplatessc1.jpg

4 – Click Edit.

marketingTemplateedit.jpg

5 – On the toolbar, click Tools and select <> Source code.

marketingTemplatesarchived3.jpg

6 – Copy the code from the Source code window and paste into another application or News in the Client Admin Center as desired.

sourcecode4.jpg