Using Email Templates

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16 comments

  • Avatar
    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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    mlanger

    This is really disappointing. When the easiest solution is editing source-code you have stepped completely outside of an easy solution for nearly everyone. The very strong potential benefit of the Breeze e-mail system is that it is not subject to the dreaded "PROMO TAB" that Mailchimp suffers from. With some fairly basic upgrades, the template e-mail tool of Breeze would be a huge win! 

    Based on these responses it appears that;

    1. There is no way to edit fonts in a template

    2. There is no straight-forward way to insert images 

    3. There is no way for someone to create a template that is readily available for all to use. Further, if the template is edited (say for a weekly e-mail) then all previous source code sent templates would not update. 

     

     

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    alockwood

    I share manger's disappointment. But in the meantime could you be more specific about the steps to share source code if we think we can manage that? I tried following the steps above... copied source code from a template I made, emailed that (to myself at a different email address), copied and pasted it into the compose section of a new Breeze email. It did save a template, but the template is the list of of source code lines in the body of an email.  I suspect the code might need to be pasted somewhere else in a new email message to get it recognized as template code? Thank you.

     

     

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    Emily W.

    Hi @mlanger and @alockwood!

    I am so sorry to hear your disappointment! We want to make everything in Breeze a "breeze" including emails. Happy to help provide some workarounds that maybe beneficial and remove some of the frustration you are having!

     1. There is no way to edit fonts in a template-
    Unfortunately, this is correct. While there are many things that you can do within customizing the email, fonts cannot be changed.

    2. There is no straight-forward way to insert images -You can insert images or add attachments to our emails: https://www.screencast.com/t/FI0AtjIJ 

    3. There is no way for someone to create a template that is readily available for all to use. Further, if the template is edited (say for a weekly e-mail) then all previous source code sent templates would not update. -Email templates, as you found out, are specific to each User. In order to share the templates with your other team members, our best practice at this time, is to copy the Source Code, paste it in an email to them, and have them save the template for their own User. I know this isn't super ideal, but it will allow them to have the same template faster, then going in and setting it up from scratch.

    To paste the source code-You will want to navigate to People <Email<Select three dots...<More<View Source Code<Paste the source code here<save.

    https://www.screencast.com/t/vzcL1xdDxct 

    Happy Breezing!

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    office

    Would someone be willing to send me a copy of an email that they've created using these templates, like a weekly update? Or share a screenshot? I am just wondering how easy it is to use and how professional you can get the templates to look. I need a more eye-catching mid-week email reminder to our small congregation but don't have the time to create a new one in MailChimp every week as my hours in this part-time job are limited. Having something with a little more structure but not having to worry about it being tagged as promo and end up in a junk folder would be great. Thanks! - Allison P in New London, MN :)

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    dgray

    looks like there are some free email template designers.  I found one with a quick google search.  

    As far as sharing templates not sure if this is against the breeze rules, but maybe create an account for mass emails only, then you can share templates among your entire team.

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    elisa

    Subject line doesn't save in email templates. Something to consider in the next release. Thanks.  (Ex: I send an initial can email to guests, need to copy in the subject line every time I send that same email).

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    Emily W.

    Hi Elisa!

    Thank you for the feedback! I know this isn't very Breezy. While solutions for them may not be on the Development Roadmap at this time, they are always appreciated. Those do help us know where the churches we serve are at, and what could help them in their ministries even more than Breeze already does. Would you consider sharing this via our feature request page? Please check out www.breezechms.com/features.

     

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