Templates Email

Templates Email allows you to create an email using a stored template.

Creating a Templates Email

  1. Enter email name in the Create New Email field.
  2. Select Templates Email as the Content Type.
  3. Click Create.
  4. This takes you to the Select Layout portion of the email creation process.
  5. Select Layout. Click the Saved Templates button.
    You will see all the saved templates in your Templates folder.
  6. Select a template.
  7. Click Continue.
  8. This takes you to the Properties step of the email creation process.
  9. Fill in the Properties fields.
  10. Click Continue.
    This takes you to the Content step of the email creation process. The email editor workspace will open.
  11. Create your Templates Email.
  12. Click Save or Continue.
    Clicking Continue will validate and save your email.

iPost will not send emails that have not passed validation. iPost's validation checks your email message for issues that could prevent your email from being sent. To validate your email, click Continue in the Content Step of the email creation process.

Properties

The table below lists the Templates Email configuration properties with their descriptions.

Name Type a brief internal description of the email. The email name is what you and other users see in your email folder. Subscribers can't see this name. This field is required.
Subject
 Type what you would like the subject line of the email to appear as when the email is delivered. This field is required.
  • Insert Dynamic Content by clicking on the Dynamic Content icon.
  • Insert emojis by clicking the smiley face.
  • Insert personalization by clicking on  the wand.

Dynamic Content and Personalization use the iPost Template Language (iTL).
Preheader Type what you would like to appear as the preheader. A preheader is a summary of text following the subject line when an email is previewed. This field is optional.
  • Insert personalization by clicking on  the wand.
Header Select the value to determine the header information of the send:
  • Default Header – System-default header
  • None - Use no header
  • Custom Header -  Use stored content as the header. Select the stored content to use if you choose this value.
Footer Select the value to determine the footer information of the send:

  • Default Footer - System-default footer
  • None - Use no footer
  • Custom Footer -  Use stored content as the footer. Select the stored content to use if you choose this value.
Folder Location This field shows the email folder in which the email is stored. To change the folder the email is stored in, click the Select Folder button and choose a different folder.
Language Language allows you to select the type of email encoding you would like to use. The encoding plays a major role in the way an email will be displayed, especially with respect to special characters in non-Latin languages. This field is required.

Language types:

  • UTF-8
  • US English (ASCII)
  • Western Europe
  • Central Europe
  • Chinese (Traditional)
  • Chinese (Simplified)
  • Korean
  • Japanese
  • Russian
Description A brief description of what the email is used for.
Email Tracking Parameters This field will appear in the properties if it is enabled on your account. It allows you to configure parameters specific to the email that can be used as tracking parameters on a URL or in the body of the email. Please refer to the Email Tracking Parameter article for more information.

Content

Click on an editable content area and use the WYSIWYG editor to add content to each area. A blue border will appear when your cursor moves over the editable content block.

Content Panel

Insert Snippets, Dynamic Content, or Web Content into your email.

The table below lists the tools available in the content panel with their descriptions.

Tool Description
Snippet
 Use a stored snippet. Place the cursor in the section of the email you want to insert your stored snippet. Then, click on the SNIPPET tile and select the snippet.
Dynamic Content Use stored dynamic content. Place the cursor in the section of the email you want to insert your dynamic content. Then, click on the DYNAMIC CONTENT tile and select the dynamic content.
Web Content This feature allows you to include content in your emails directly from an outside source.
Coupon Code Used stored coupon codes. Please the cursor in the section of the email you want to insert a coupon code and click on the Coupon Code tile. The coupon code iTL will be inserted into your email.

Personalize Panel

Drag & drop attributes from your database into your email to personalize your email.

Plain Text

Click Plain Text to create a text version of your email. You can drag and drop your text file into the workspace or autogenerate text based on your HTML by selecting Autogenerate Text in the Content menu.

Spell Check

This feature will identify words in your document that are misspelled. Click on the highlighted word for a list of correctly spelled words to replace it with. Click Save Changes when done.

Preview

Preview allows you to view how your email will look by device type, along with how the email will appear for a specific contact.

Preview as options:

Option
 Description
User
 Enter a contact’s address with the desired attributes for which to preview the email and click OK.

Note: The contact must be in the system.
Table Click Browse and select the Data Table with the contacts in which you would like to preview the email. At the top of the preview window you can select a specific contact to preview.
List
 Click Browse and select the List with the contacts in which you would like to preview the email. At the top of the preview window you can select a specific contact to preview.

Devices

View how your email will look on Desktop, Mobile and Tablet screens. Click on a tile to see how your email will look on a specific device type.

Inbox Previews

Allows you to preview your email across the most popular clients, apps and devices.  To run an inbox preview test, click the Test Preview button.

Option
 Description
Client Interfaces
 This option allows you to preview how your email will look in the email client’s interface.
Blocked Image
 Include a preview of each client with image blocking enabled (where available).

Running Inbox Preview tests can incur extra charges. Please reach out to iPost Client Services for more information.