Email Templates in the Breeze Basic Email Editor

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.  

If you're looking to try our new Design Email Editor, check out Email Templates in Breeze Design Email Editor.

Video Walkthrough 

Basic Editor walkthrough begins at 2:04

  1. Begin by navigating to the People list or any other entry point within Breeze where you can select Members to email.
  2. 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. 
  3. Click "Templates" from the toolbar and select the template you'd like inserted.

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Adding a Template

  1. Open the email compose window by clicking to email an individual or group.
  2. Create the email message that you'd like to save as a template.
  3. Click "Templates" from the toolbar and select "Save as New Template."
  4. Give the template a name and click "OK."
  5. Refresh your page
The template that your user last used or selected within the "Compose Message" window will appear when you go to send a new email. If you need to send a standard email without your template, try selecting "View Source Code" and deleting out 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

  1. Open the email compose window by clicking to email an individual or group.
  2. Create the email message that you'd like the previous template to be updated to.
  3. Click "Templates" from the toolbar and select "Replace Template."
  4. Select the template you'd like to replace and click "OK."

Deleting a Template

  1. Open the email compose window by clicking to email an individual or group.
  2. Click "Templates" from the toolbar, hover over the "Delete" option, and select the template you'd like removed from the submenu.
Templates that are saved are user specific.

FAQ On Replacing Template Graphics

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.

Sharing a Template With Other Users in the Breeze Basic Email Editor

Templates created in the Breeze Basic Email Editor are private by default. To share a template with other users, follow these steps:

Template Sender

  1. Open the email compose window by clicking to email and individual or group.
  2. Click Templates from the toolbar, and select the template you would like to share.
  3. Click the More option in the toolbar, and choose View Source Code.
  4. Copy the source code for this template and provide it for the other user (this could be done by pasting the source code in the body of an email and sending the code through email)

Template Recipient

  1. The other user will need to open the email compose window by clicking to email an individual or group.
  2. Click the More option in the toolbar, and choose View Source Code
  3. They will then need to paste the source code in this View Source Code Box and click OK.
  4. Preview the email to confirm it looks right. Click Templates from the toolbar and select Save as New Template.
  5. Give the template a name and click OK.

Looking to share templates automatically?

In the new email design editor, email templates are automatically shared with all users who have the permissions to send emails. More information: Email Templates in Breeze Design Email Editor.