Email Templates

Email templates can be used by Admins to create and save tailored messages to be used with the Campaigns feature.

To begin, navigate to the Admin menu and select Email templates > + ADD EMAIL TEMPLATE.

Every template must have a name, content tag and an unsubscribe URL. The content tag and unsubscribe URL can be anywhere in the body of the email. 

The content tag is where you will add content cards when using the templates as part of a Campaign. Only one content tag can be added per template.

Use the Substitution tags menu on the right to indicate where you would like to add the content tag and unsubscribe URL.

To build out the template, add text and logic where needed and choose from the substitution tags menu on the right to include User or Organization information.

Select PREVIEW to preview your template before saving.

Pro Tips on using substitution tags

Substitution tags will be replaced by the information requested if that information exists. If the information does not exist, sending an email to that specific recipient will fail.

To avoid that, set a fallback method using the if / else statement:

{% if user.display_name %}

Hello {{ user.display_name }},

{% else %}

Hi there,

{ endif %}

In order to add styling on a substitution tag, make sure you capture the entire substitution tag inside the html tag:

{{ <strong>user.display_name</strong> }} // ERROR

<strong>{{ user.display_name }}</strong> // SUCCESS

Pro Tips on styling cards

Campaigns support attaching cards to a message / email. Attached cards have beautiful default css, but we allow you to add your own styling. In order to do that, you have to add custom css to the classes applied to cards, as presented in the example below:

<table cellpadding="0" cellspacing="0" class="card-table" align="center">
<tbody>
<tr><td colspan="4" height="16"> </td></tr>
<tr>
<td width="16"> </td>
<td valign="top" class="text-left">
<div class="card-title">
We connect financial services
</div>
<div class="card-details">
<img src="https://cdn.gainful.ly/public/images/monochrome-logo.png" /> · 10.10.2018
</div>
</td>
<td valign="top" align="right" class="text-right"><img class="card-thumbnail" src="https://cdn.gainful.ly/public/images/help-docs/financial-services.svg" /></td>
<td width="16"> </td>
</tr>
<tr>
<td width="16"> </td>
<td colspan="2">
<div class="view-button">
<a href="">View</a>
</div>
</td><td width="16"> </td>
</tr>
<tr><td colspan="4" height="16"> </td></tr>
</tbody>
</table>