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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.

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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.

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

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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.

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This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Select Design Editor.

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4 – Enter a Template Name in the space provided.

5 – Select the folder where the template should reside.

6 – Click Create & Edit Template.

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– Enter a Subject for the email.

templatesubject.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.

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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.

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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

designeditor4.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

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b) 2 Columns Text

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

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c) Lists

  • Add bullet list
  • Add numbered list

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d) Button

  • Add Button
  • Add Callout with Background

Once you’ve added the button, click on the text and then the link option.

In the Url space, enter the URL where you want the recipient to be directed.

In Text to display, change the text as needed and click Ok.

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If a Calendar Link has been added in the Client Admin Center for your user account, you can insert your calendar link (e.g. Calendly) in a Button, allowing the recipient to book an appointment with you.

If a Virtual Office Link has been added in the Client Admin Center for your user account, you can insert your virtual office link (e.g. Goto Meeting) in a Button, allowing a recipient to connect with you in a virtual meeting.

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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.

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f) 2 Column Images

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

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

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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

emailimage5.jpg

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

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h) Date

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

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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). 

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

Note: 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.

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

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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

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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.

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Change color of:

a) Page Background

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b) Block Background

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c) Text Background

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d) Text Heading

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e) Text Paragraph

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f) Button Text

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g) Button Background

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h) Calendar

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i) Link

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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.

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

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14 – Click the back arrow.

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15 – Click the back arrow again.

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The new template will be listed in the selected folder.

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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.

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This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Select Basic Editor.

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4 – Enter a Template Name in the space provided.

5 – Select the folder where the template should reside.

6 – Click Create & Edit Template.

templatenamefolder.jpg

7 – Enter a Subject for the email.

templatesubject.jpg

8 – Enter the content as desired.

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 – Click Save Template.

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10 – Click the back arrow.

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11 – Click the back arrow again.

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The new template will be listed in the selected folder.

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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.

createtemplates1.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

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3 – Select Paste HTML.

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4 – Enter a Template Name in the space provided.

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

6 – Select the folder where the template should reside.

7 – Click Create & Edit Template.

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8 – Enter a Subject for the email.

9 – Edit the content as desired.

10 – Click Save Template.

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11 – Click the back arrow.

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12 – Click the back arrow again.

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The new template will be listed in the selected folder.

createexist6.gif

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.

createtemplates1.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

createtemplates1.jpg

3 – Select Existing Template.

createtemplateexisting.jpg

4 – Enter a Template Name in the space provided.

5 – Check the box beside the template you want to copy.

6 – Select the folder where the template should reside.

7 – Click Create & Edit Template.

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8 – Enter a Subject for the email.

templatesubject.jpg

9 – Edit the content as desired.

10 – Click Save Template.

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11 – Click the back arrow.

createexist4.gif

12 – Click the back arrow again.

createexist5.gif

The new template will be listed in the selected folder.

existing.gif

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.

createtemplates1.jpg

This takes you to the Manage templates page.

2 – Click Create templates.

createtemplates1.jpg

3 – Select Library.

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4 – Enter a Template Name in the space provided.

5 – Select a template from the Library.

6 – Select the folder where the template should reside.

7 – Click Create & Edit Template.

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8 – Enter a Subject for the email.

9 – Edit the content as desired.

10 – Click Save Template.

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11 – Click the back arrow.

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12 – Click the back arrow again.

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The new template will be listed in the selected folder.

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Create Email Template from Archived Email Template

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

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This takes you to the Manage templates page.

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2 – Select the folder containing the archived template.

3 – Under Settings, check Show archived.

The archived templates will be displayed in italics.

4 – Click on the name of the template you want to copy.

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5 – Click Edit to open the template.

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6 – Click Tools and select Source Code.

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

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8 – Click the back arrow.

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9 – Click the back arrow again.

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10 – Click on Create templates.

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11 – Select Paste HTML.

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

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

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14 – Scroll down to the Select Save Folder section and select the folder in which you want the template to be placed.

15 – Click Create & Edit Template.

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

17 – Click Save template.

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18 – Click the back arrow.

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19 – Click the back arrow again.

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The new template will appear in the list.

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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.

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This takes you to the Manage templates page.

managetemplates.jpg

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

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3 – Click on the template name to open it.

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4 – Click Edit.

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5 – Click Tools and select <> Source code.

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

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Examples of HTML Formatting