Templates

Templates are the precursor to Drafts.

This article discusses adding, editing, and deleting templates, creating letterheads, and importing templates.

Adding a Template

To add a new campaign select 'Add New Template' on the Campaign Creator screen to configure Campaigns within 1to1Real using the Template Editor.

Note: Emails will display differently in different email clients, which is why it can be useful to test your email on various email providers, in Microsoft Outlook and Apple Mail, and on a mobile device.

Editing a Campaign Template

To open the template editor click on the name of the Campaign and select 'Edit' on the dropdown menu to open the Template Editor.

 

The CKEditor allows you to format your text. CKEditor is a WYSIWYG text editor designed to bring common word processor features, like those found on Microsoft Word or Open Office, directly to web pages. Please refer to the CKEditor User Guide for details on how to use the CKEditor.

Name and Address:

Sender Name: This is the name that will appear on the email when it is received in the contacts inbox. 

Sender Address: This should match with the sender name to ensure sendability. 

Reply-To Name: This should match the sender name. Autofills from Sender Name if left blank.

Reply-To Email Address: This should match the sender address. Autofills from Sender Address if left blank.

Deleting a Campaign Template

Clicking a Template Name on the Campaign Templates list and selecting Delete from the pop-up menu allows you to remove a Campaign Email from the system. Doing so displays the Delete Template Confirmation Window.

Letterheads

Users can send email withouth having access to the campaign creator. When users select 'Send Letter' from Group Contact Operations they are given a list of all the templates with the word letterhead in the title. 

template2

Add Letterhead to the title of your template and that way anyone who belongs to that project space will be able to use it.

From 'Search Results' select the contacts to whom you would like to send and choose 'Send Letter.' Then select the Letterhead of your choice from the dropdown menu.

 

template3

 

 

Import Content

In the Import Content portion of the screen, select whether to use an HTML or URL Template and then click 'Select Template'. The screen expands to display a number of ready-to-use Templates.

template1

Click OK to return to the Add New Template screen with the Template displayed within the word processor on the screen.