Print Friendly and PDF Follow

Getting Started

From the Email Home Drafts area, you will see an option to Build From Template.



Choose Template


A search/dropdown will display. Key in the name of the template to search for it or use the dropdown to look for it.

Once a template has been selected, use View Template to make sure it is the template you want.

NOTE - Once you click Next, you will be locked into this template and you won't be able to pick a different one.

Click Next to use the template and move to the Edit Content step. Click Exit to leave this screen without saving your selection.

Edit Content

Editing the content provides the same elements and element controls that were used to build templates.

Details on the Drag and Drop Element Descriptions and Instructions.

Details on the Element Editing Control Descriptions and Instructions.


Save and View button will be used to view your message.

Save will save the work you've done.

Next will save your work and move you to the Preview step.

Exit will take you to Email Home but any changes made from the last save will be lost. You will only see this message as an option. You will need to click the Drafts link or the Show all Drafts button.


Clone HTML only displays for Advanced HTML Email Authors and will create a new copy of the message in the HTML workflow. See instructions below.

NOTE - Sender Tokens and an Unsubscribe token must be present in the message before it can be released.

NOTE - There is no auto save feature, so save often.

Making Changes

Once Template has been chosen for a message and "Next" has been used, the Draft card wording will change:


Clone HTML

NOTE - This option will only be available to admins with the Advanced HTML Email Author right.

NOTE - Using this option will create a new copy of the message. A change made in one message will not be reflected in the other message. They are unique messages once the clone takes place.

NOTE - Customer Support and iModules Design staff will not troubleshoot or recommend changes to improve emails deployed using the Advanced HTML workflow.

  1. When working with the message body, click the Clone HTML button.

  2. A window will appear so you can assign a name to the HTML message.


  3. Click Create HTML.

  4. You will be moved to the HTML working window with HTML populated from the message created with a template.

  5. The HTML information now applies.

    NOTE - any email details in place at the time Clone HTML is used will be carried over to the HTML message.


Have more questions? Submit a request