Using Email Templates

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9 comments

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    brcckrysten

    Is there a way to create a template that spans other accounts so others can use it?

    Krysten

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    finance

    There should be a way to use different fonts.  Maybe link up with Google Fonts. 

     

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    Sheley

    Hey Krysten - while we don't yet have an option to share templates directly through Breeze, there is a fairly easy way to share. 

    When you're in your compose window if you click the "..." you'll see the new bar appear.  At the end of that bar is the "more" option.  Click on that and then click 'view source'. 

    Once you do that you'll see all the source code appear.  Now you can share that with other people who may need it in their account.  I've found that emailing them the source code is the quickest way.  You'll just copy that code, then put it in the body of the message (when it's in the body it won't re-format).  Then click send.  They can then copy and paste that code into their compose window and save it as a template! 

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    firstimpressions

    Is there a way to change the template at all?  Color? Boxes?    I can't see how it is helpful

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    Emily W.

    Hi firstimpressions! 

    Great question! Yes you can! Using the A and drop down arrow you can change the text color. 

     

    The background color can be changed. If familiar with source codes and HTML color codes, you can change the background color via the source code to an HTML color code to fit the need of your branding color. For example:

    Step 1: Click More > View Source
    https://screencast.com/t/vIojHOWbOgLO

    Step 2: Find "Background Color" section
    https://screencast.com/t/GVxuMtms

    Step 3: Use Hex Code "ffffff" in between the "#" and the ";"
    https://screencast.com/t/qkwTz9x5

    However, changing any of the other settings or text in the source code window is not recommended as they are integral to sending emails out. :) 


    MailChimp does allow for a bit more customization with templates, and we do have an integration with them. That could provide the template customization you're looking for, while also using Breeze to organize and track your MailChimp Lists.

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    firstimpressions

    If intergrating with MailChimp will I be mailing in MailChimp and tracking in Breeze?

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    Emily W.

    Hi firstimpressions.

    With our MailChimp integration, you can connect groups within Breeze (through Tags) to a MailChimp List so that when people are added, removed, or modified in that group, MailChimp is automatically updated accordingly. Here are some more resources that will best explain the integration with MailChimp:

    Using MailChimp with Breeze

    MailChimp Video

    Cheers! 

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    conwayne93

    Hi, how many templates can we have saved?

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    Sheley

    Hey @conwayne93 - I don't believe that there is a limit, or if there is, I haven't found it.  Are you unable to create new templates right now?  Thanks! 

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