Navigation Path​

  1. In the  Main Navigation, click Content​ > ​Email.
    ⇒ The  Email window opens to the  Email Messages  tab.
  2. Click  Email Templates.
    ⇒ The  Select Email Template  window opens.

Purpose​

This tab gives you an overview about all email templates in the  Content Management (Email)​  area of your Engage system.

What can I do in this window?

  • Create a template.

  • Edit an existing template.

  • Copy an existing template.

  • Delete an existing template.

Related Topics​

Actions​

Action

Description

​Edit​

Opens the ​Compose Email Template​ window.

Here you can edit the order and position of the blocks in your template. The framework of the template determines which blocks are available.

This button is available when you select a template in the ​Select Email Template​ table.

​Copy​

Creates a copy of the template. You can assign the copy a new name and save or cancel the copy. When you save the copy, Engage saves the template to the ​Select Email Template​ overview.

This button is available when you select a template in the ​Select Email Template​ overview.

​Delete​

Deletes the selected template, after a confirmation request.

This button is available when you select a template in the ​Select Email Template​ overview.

​Create​

Opens the ​New Email Template​ window.

Here you define the name of the new template and select the underlying framework.

Information ​

The overview provides a list of available email templates in your Engage system.

To select a template, click the desired template.

Tab. : Select Email Template

Item

Description

​Name​

Defines the name of the template in Engage.

The name helps to identify the template for use in an email message.

​Author​

Shows the name of the system user who created the template.

​Creation Date​

Shows date and time the template was created.

​Last Changed​

Shows date and time the template was last updated.

Display Options​

Symbol

Description

Filters the records that Engage displays in the overview by the filter criteria that you enter in the column header.

Sorts the order in which the list of records displays. The records are sorted by the value in the selected column. Click the arrows a second time to sort the list in the opposite direction. Click the arrows a third time to stop sorting by this value.

By default, records are sorted from A to Z and 0–9.

Adds or removes columns from the current view. To remove a column from the table, click the  symbol and clear the column check box.

<

Navigates to the previous page of records.

>

Navigates to the next page of records.