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Create an email template with a layout

How to customize the layout of an email template?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a week ago

Step 1: Create the template in Word. If you want information to merge, you must include your merge fields, therefore create it from model management.

Step 2: Save the word document as Web page, filtered

Note: Please make sure that when the document is saved with Unicode (UTF-8) encoding. To check the save settings, click on Tools and select Web Options. A window will open.

Under the Encoding tab, ensure that Unicode (UTF-8) encoding is selected, then click OK to return to the save window.

Step 3: Right-click on the document, and open with Notepad

Step 4: Copy the content using CTRL + A

Step 5: Create an email template in template management

Step 6: Paste the Content

Step 7: Save and close the window using the green check mark then click on the second green check mark to save the changes made to the model.

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