Creating email templates

In Synerise, you can create an email template in two types of editors: code editor (allows you to create an email template as a user-friendly configuration form) and visual builder. If you already have templates prepared, you can import them to Synerise in a .zip file or from a URL address.

Predefined email templates are sorted into two folders:

• Predefined dynamic templates - This folder contains templates that include Jinjava
• Predefined simple templates

Requirements

You must be granted permissions to access Email and to create templates.

Tips before you start

• You can create an email template directly while sending an email. However, because of the approval procedure, it is more convenient to create a template and have it approved before defining the settings while sending an email as it speeds up the process of creating the email.
• While creating the template, save your template once in a while because there is no auto-save option.

• To include tracking parameters and UTM and link parameters in the links in a template:

  • Template contains only static links
    No action required. The tracking parameters will be added automatically.
  • Template contains links generated using Jinjava
    Wrap the link with the {% preparelink %}{% endpreparelink %} insert
• Although Synerise automatically adds the unsubscribe header, always add the resignation link to the template - without it, the emails may reach the spam folder.
• You can use email inserts to not only personalize the contents of the message but also to add such features as tracking click events and UTM parameters to redirecting URLs, or opening a message in the browser
• The View in browser link doesn't work in the preview. You must send a test email to test such links.
  
  We do not recommend adding a View in browser link to templates that contain a reference to Automation event context (event.params.{paramName}) because previewing such messages is not supported.
  

• For better template organization, you can create template folders:

  1. Go to Experience Hub > Email.
  2. On the left side, click Templates.
  3. Select From template tab.
  4. Scroll down to the bottom of the page.
  5. Click Result: A pop-up appears.
  6. On the pop-up, in the Folder name, enter the name of the folder.
  7. Confirm by clicking Apply.

Creating a template

1. Go to Experience Hub > Email.
2. On the left pane, click Templates.
3. • To create a new template, click Create new.
   • To create a template out of an existing template, click From template.
     1. Select the template.
        Result: The template is opened in the wizard in which it was originally created.
4. Select the wizard:
   • Drag&drop builder - This builder exists in two versions:
     • Basic builder - This builder is provided externally by BeeFree and you can create an email with ready-made components. This builder contains a Synerise-native element: HTML blocks.
     • Advanced builder - This builder provides you with the same capabilities as email code editor, but additionally it allows you to use CSS and JavaScript.
   • Code editor - Email code editor allows you to:
     • Create email templates from scratch and edit them by using HTML.
     • Create email templates to be edited in an easy-to-use configuration form that doesn’t require programming skills.

FAQ

How do I preview an email before sending?

In the template editor, click Preview contexts, enter a customer profile ID, and click Apply to see the email rendered with that customer's actual data. Alternatively, use the Test section in the campaign creation form to send a test email to yourself or a colleague before the campaign goes live.

How to remove the default Synerise parameters from links in emails?

The Synerise parameters are automatically added to your links in the email template for the purposes of collecting statistics. When you want to remove them, add the following parameter to a chosen link or links in the email template:

?withoutRedirect=1

For example: http://example.com/?withoutRedirect=1

This option allows you to skip Synerise parameters for a particular link.

How to redirect to a custom landing page after clicking a resignation link?

To modify the link in {{synerise-resign-link}}:

1. Access the settings here.
2. Next to the email account you use, click .
3. In the Resignation link field, paste the URL of your custom landing page.

Can I optimize sending time for an individual user while sending an email campaign?

No. Send-time optimization in Experience Hub calculates the best time for the entire audience, not per individual. For per-customer send-time optimization, create a workflow in Automation Hub and add an Optimize Time node.