Email templates

The Email templates app stores templates for creating bulk and triggered email campaigns. Here you can:

• Create and edit templates in the email editor. When you publish such a template, it will be saved in the connected email campaign service.
• Import templates created in the email service.

Before working with templates, make sure that you have the integration module with the email service enabled.

If you use the Unisender service, no additional configuration is required. If another email service is connected, the following methods should be implemented in it:

• CRM_Marketing_SetTemplateHTML. For saving templates created in the system in the service.
• CRM_Marketing_ImportTemplates. For importing templates from the email service.

For more information about setting up integration with another email service, see TS SDK.

Create a template

The Email templates app uses the built-in graphical email editor to create templates. To add a template:

1. On the app page in the upper right corner, click +Template.
2. In the opened window, specify the name of the template and select the connected email service.

3. Click Save. After that, the template page will be added to the app with the Draft status and the template editor will open.
4. Create the content of the new template in the email editor. To do this, transfer the necessary blocks from the sidebar: columns, text, images, buttons, and links. Then design the content using the style editor, component settings, and other tools. For more information, see the Template editor article.

5. Save the template. To do this, in the upper right corner of the editor, select:

• Save as Draft. Assign the template the Draft status. Such a template cannot be used in email campaign settings.
• Publish. Save the template page with the Published status. Such a template will be automatically saved in the email service and can be selected in the settings of creating a bulk or triggered email campaign.

Import a template

You can add all templates from your account in a connected email service to the Email templates app. To do this, click the Import Templates button on the app page.

The uploaded template will be saved with the Published status and will be available for selection in the settings for creating a bulk or trigger email campaign.

To learn how to create templates in the email service, see its official documentation.

Template page

To view a template, select it from the list of items on the app page. On the page, you will see the content of the template, as well as its status:

• Draft. The template is not available for selection in the email campaigns settings.
• Published. The template is saved in the connected email service and can be bound to a bulk or trigger email campaign.

You can open a template with any status in the email editor to change its content. To do this, click Edit at the bottom of the page.

Edit a template in the email service

You can edit a template in the Unisender service.

If you use another email service, you can change the template if it supports this function and is implemented in the custom integration module.

1. In the Unisender service, open the Email campaigns workspace and select the template to be changed on the My templates tab.
2. Edit the template and save the changes.
3. Go back to BRIX and import templates again. The existing templates will be updated.

Customize a template

You can personalize email campaigns. The default Name variable is created in the Unisender service and can be used in templates for this purpose. From BRIX the subscriber’s name from the Contacts app will be automatically transferred to this variable.

If additional variables are created in the Unisender service, you can link them to the properties of the Contacts app in the module settings. In this case, the subscriber’s data will be passed to the email campaign template when it is generated. For example, job title, contact details, company name, etc.

If you use another email service, you can customize the template provided that the service supports this function and is implemented in the custom integration module.

You can add personalization to an email template in the template editor or when editing the template in the email service.

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