How To Create An Email Template
- Gnatta
- David Oliver (Deactivated)
- Abbey Brown
Quick links in this article:
Applying a template to your email accounts in Gnatta will allow you to add an HTML header and footer, to display above and below the message contents sent by your customer service agents. In this article, we’ll explore how to set that up.
You’ll need to design your HTML header and footer yourself - most Gnatta clients work with their marketing teams to obtain this, or you could try using an HTML email designer like Mailchimp.
Upload your HTML template
To get started, you’ll need an HTML file on hand. The example in the image above is an HTML file - try downloading it, and opening it with your internet browser:
It’s critical this file contains two shortcodes in the centre: {{body}} and {{signature}}. This ensures that the body of the message (composed by the agent) and the signature of the user are applied - without these shortcodes, the template will not work correctly.
Once you have your HTML template, navigate to Configuration > Advanced > Accounts > Email > Templates.
Upload your HTML file, give the template a name and assign it to a media account.
It’s strongly recommended you test the template before putting it into general use - you could use an internal Gnatta mail testing account to do this. Adding Gnatta Mail Accounts
Best practices and tips
It’s critical that the {{Body}} placeholder is referenced in the HTML so that the message composed by your agent is sent out with the template - rather than one or the other being sent alone! Your signatures can also be used by referencing {{Signature}} in your HTML.
We’d recommend you test out your new email template by sending a message from a test account that you’ve applied it to, and check it in a variety of email clients. HTML email formatting is notoriously difficult, so it’s best to keep your design simple to avoid formatting issues across different email providers (such as Outlook and Gmail).
What’s next?
Now that you’ve added your email template, it’s time to begin building your address book - or move straight on to thinking about routing inbound messages from your email account into queues.