How do I send the email template I created under the “Template” tab?
This area of the application is where our older Legacy templates lived. You have the ability to pull those emails into individual emails that are sent via a contact’s record, or, you can attempt to convert the template in the email builder in the Broadcast section, or Campaign builder.
I am including a video I recorded in my application. I show creating a very basic campaign, to send an email. In the sequence, I pull in an email, and show where you can convert a ‘legacy template’ that you have created in the Templates tab. https://www.screencast.com/t/7nAMcGz9
When converting a template, please review the conversion, as you may need to make some manual format changes.
You may want to pivot and utilize the email builder in the Email & Broadcast, or in the Campaign Builder, to create templates in the future, as this builder is our current version, and the version under the Templates tab is our legacy version.
Am I correct that the features in the new template/email builder have been reduced? I can not use HTML or change background colors in the snippets/cells/boxes, correct???
Pierpont Communications, Inc.
1800 West Loop South, Suite 800
Houston, Texas 77027-3261
Essentially yes but you can use the new builder and just create a blank html that can be edited/built.