To begin, navigate to E-mail Templates>Add from the left-hand sidebar.
From there, you'll be brought to the Settings page for your new email template. This is where you'll be able to set and edit the basic information for your Email Template.
Template Name: Your template's name.
Basic or Custom HTML:
- Basic: EyeFrame will generate an email template for you based on the settings and styles you have specified.
- Advanced: EyeFrame will use a pre-made HTML email template that you have specified (see "Custom HTML" below for more information). Using this option will require a basic familiarity with HTML.
From Email Address: The email address you would like the email to appear to be from. Note that unless you have configured EyeFrame to send mail from your company's servers, the actual sending address will be email@example.com.
From Name: The sender's name (e.g. "EyeFrame Support").
BCC: A comma-separated list of recipients you would like to BCC each time an email is sent using the template.
Subject: The email subject.
Apply this e-mail template to: This setting will determine which Campaigns or Applications will use this template when sending email. If you would like to use the template for all campaigns and applications, select "Default for all campaigns and applications".
Once your basic settings are set up, you'll have the option to edit the Content of your Email Template:
Upload Banner: (Optional) The image you would like to appear at the top of the email. For best results, we recommend an image that is 650px wide. If no image is specified, your Company Logo (specified under your Company Settings) will be used.
Email Body: The body of your email. Basic HTML can be added and edited in this field. In addition to writing out a unique email template, our Dynamic Tags can be used to customize each individual email you send from EyeFrame. For example, if you wanted to greet the recipient of your email by name, you might enter "Dear **First_Name**," as the first line of your email. When the recipient reads your email, they will see their own name instead of the Dynamic Tag you have used. Similarly, this is often used to reference the title of the event at which EyeFrame was used. For example, you might enter "Thank you for visiting us at **Campaign_Name**" as the subject of your email. When the recipient reads your email, they will see the actual name of your EyeFrame campaign in the subject line rather than the dynamic tag.
Lastly, after you've constructed the Email Body, you can Stylize your template.
Table Color: Your text will appear in a table that uses this color as the background.
Body Color: The color that appears behind the table and text.
Content Link Color: The color of any hyperlinks that appear in the email (including links generated by the **Content_Links** Dynamic Tag).
Font: The font used in the email.
CSS: This field allows you to specify additional styling (requires basic knowledge of CSS).
You can always preview your email template by clicking "Save" at the bottom of the screen – this will take you directly to the preview page. To continue making changes, just click the "Edit" button.