Summary: Email templates are a powerful tool that can streamline your communication efforts, saving you time and effort while ensuring consistency in your messaging. In this article, we'll navigate through how to access and use email templates in the basic email editor.
(Note: If you're looking to try our new Design Email Editor, check out our guide on Email Templates in the Breeze Design Email Editor).
Accessing Basic Email Templates
Begin by navigating to the People list (or any other entry point within Breeze where you can select members to email).
Upon selecting members, you'll be presented with two email design options:
Basic Email: A traditional text-based format.
Design Email: A rich drag-and-drop email experience.
Select Basic Email.
Click Templates from the toolbar and select the template you'd like inserted.
Managing Your Templates
Adding a Template
Open the email compose window by clicking to email an individual or group.
Create the email message that you'd like to save as a template.
Click Templates from the toolbar and select Save as New Template.
Give the template a name and click OK.
Refresh your page.
Tip: The template that you last used or selected will automatically appear the next time you go to send a new email. If you need to send a standard email without your template, click View Source Code (the < > icon) and delete its contents for a blank email. You can also save this blank, standard template as a new template titled "No Template." That way, when you need to send simple emails, you won't have to clear the source code each time!
Replacing a Template
Open the email compose window by clicking to email an individual or group.
Create the new email message that you'd like the previous template to be updated to.
Click Templates from the toolbar and select Replace Template.
Select the template you'd like to replace and click OK.
Deleting a Template
Open the email compose window by clicking to email an individual or group.
Click Templates from the toolbar, hover over the Delete option, and select the template you'd like removed from the submenu. (Note: Templates that are saved in the basic editor are user-specific).
Sharing a Template With Other Users (Legacy Basic Editor)
Important: Templates created in the Legacy Breeze Basic Email Editor are private and user-specific by default. To share a legacy basic template with other users, follow these manual steps:
Step 1: The Template Sender
Open the email compose window by clicking to email an individual or group.
Click Templates from the toolbar, and select the template you would like to share.
Click the More option in the toolbar, and choose View Source Code.
Copy all the source code for this template and provide it to the other user (e.g., by pasting the source code into the body of a regular email or direct message and sending it to them).
Step 2: The Template Recipient
The receiving user must open their email compose window in Breeze by clicking to email an individual or group.
Click the More option in the toolbar, and choose View Source Code.
Paste the provided source code into this View Source Code box and click OK.
Preview the email to confirm it looks right.
Click Templates from the toolbar and select Save as New Template.
Give the template a name and click OK.
Looking to share templates automatically? In the new Design Email Editor, email templates are automatically shared across all users who have access to email sending! You no longer need to manually copy and paste code. More information: Email Templates in Breeze Design Email Editor.
Troubleshooting & FAQs
What size should my template graphics be? Header graphics should be between 600-700 pixels wide, with a proportional height (a general guideline is 100-200 pixels). For images within your email content, the recommended HTML sizing is often 480 x 480 pixels or smaller. It's best to size the graphics before inserting them into the email to avoid formatting issues.