Template Mail

Owned by Pedro Doroshenko
Last updated: Oct 14, 2021 by Fernando Rudilla García (Unlicensed)
4 min read

Available with the module Octopus Business, in addition to Octopus Guest

This section allows you to manage the contents of your email campaigns. Thanks to the editor, you can customize the content of the emails, adapting them to each type of device (responsive). It has a multitude of components that allow you to customize styles, images, buttons, surveys, legal consent management, etc.

List Template Mail

 

The content of each column is: 

  • Name: Identifying text field of each template.

  • Owner: Defines the permissions with which the campaign can be viewed.

  • Associated campaigns: Number that indicates the number of campaigns that are associatied to the template.

  • Individual operations:

    • Delete: Delete the template from the database. You cannot delete a template that is associated to a campaign.

    • Clone: Clones the template and it is possible to modify the configuration and save with another name.

    • Edit: Possibility to modify the configuration.

It is possible to filter the list by the contents of each column.

Add or edit Template Mail

Within the Template configuration there are different customisation options.

  • Name: Identifying text field of each template.

  • Owner: It establishes the Organizacion, Group of locations or location that will be associated to the template, this Template will be able to be modified by the users who have access to the associated component.

Top Toolbar

Bellow it describes the differents possibilities.

  • Previsualize buttom format PC, Tablet and Mobile: It allows you to visualize how the template would look like once configured in the different formats, whether PC, Tablet or Mobile.

  • Full screen buttom: It allows you to visualize the template in full screen for a comfortable configuration.

  • Visualize code buttom: It shows the generated source code in both HTML and MJML. In case you want to export the code to reuse it on any other platform, you will simply need to copy it.

  • Import code buttom: Allows you to import a html code directly generated from external professional tools, providing greater customisation. All multimedia contents must be external references.

  • Undo and redo buttons: They have the function of both undoing and redoing any changes made recently to the template.


Side Toolbar

  • Components: You can add a series of components to the template by selecting the icon 

, such as sections, text areas, links, images, social network buttons, survey, legal consent management, etc.



  • Components for adding new sections with different columns, as well as divider bars and spaces.

  • Text areas, images and buttons to configure hyperlinks . 

  • Bar with references to social networks and the possibility of editing each element.

  • Allow you to add menus and differents links.

  • Allows you to add the management of legal consents.

  • Component to link a survey, which can be selected in the campaign that the template is selected.



  • Component styles: By clicking on the icon 

a multitude of editable elements appear depending on each component, such as sizes, styles, colors, fonts, ...







Components confirguration:

It allows to configure some of the parameters of any component selected on the template, like IDs, links, etc.





In the following link you can find a video tutorial that explains the neccessary steps to create and configure a Template Mail, Video Tutorials