If you have an Agencyaccount and would like to create a template for your sub-accounts, this post will provide instructions on how to do so:
- Copy source code from newsletter editor
- Create HTML file (Windows)
- Create HTML file (macOS)
Copy source code from newsletter editor
- Login into your agency account.
- Under Emails > Templates, select the appropriate template.
- Click Select to open the template in the Newsletter Editor.
- Switch to the source code view:
- Copy the source code by selecting all the text and right-clicking Copy.
Create HTML file (Windows)
- Open the Windows Editor from the Start menu > Windows Accessories.
- Paste your HTML code (which you copied as described above)
- Click Save As and select All Files from the drop-down menu.
- Enter your title and add .html as extension.
- Click Save.
Create HTML file (macOS)
In the TextEdit app on the Mac, Choose File > New or Format > Convert to Plain Text.
Paste the HTML code.
Choose File > Save and enter a name followed by the .html extension (for example, Template.html) and click Save.
When prompted for the extension to use, click use .html.
Upload HTML file as template to your agency account
In your agency account, go to the Agency Free > Agency Template section.
Click the Add Template button on the right and the following window will open:
- Enter a name for your template and select the template folder in which you want to place the template.
- Click Select File, find your previously saved HTML file and open it.
- The HTML file has been uploaded and with a click on Add it is now located under My Templates.
Your subaccounts can now also view this template in your accounts and use it for their mailings.
If you want to assign a template only to certain subaccounts, you have to store it in the subaccount itself. In this article we explain the steps to do this.
If you have any further questions or need assistance, please feel free to contact our service team at any time.