Using Email Templates

Overview: Email templates are user specific and allow you to save messages or layouts that you frequently use so you can select them quickly in the future

Using a Template

  1. Open the email compose window by clicking to email an individual or group.
  2. Click the "..." icon on the toolbar.
  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

Because templates are user specific in Breeze, this is a work around to allow you to share a template with another user.

  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 tool bar, and choose "View Source Code"
  4. Copy the source code for this template, and provide it for the other user (this could be by pasting the source code in the body of an email and sending the code through email)
  5. The other user will need to open the email compose window by clicking to email an individual or group.
  6. Click the "More" option in the tool bar, and choose "View Source Code"
  7. They will then need to paste the source code in this View Source Code Box and click Ok.
  8. Preview the email, to confirm it looks right. Click "Templates" from the toolbar and select "Save as New Template."
  9. Give the template a name and click "OK."
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