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Guide: Create an Email Template

Follow the steps below to create an Email Template

Updated yesterday

Create a new Email Template

  1. Go to the Tools page on the left hand side

  2. Click Templates and then Email Template

Add Details

  1. Name - for internal use

  2. From Email Address - the address you would like to send the template out from

  3. Reply To Email Address - the address you would like any replies to go to

  4. Email Subject - describe the content of your email to your customer

Template

  1. Select Template Type

    1. HTML:

      1. Enter your HTML template into the Template box on the left hand side

      2. View our Full List Of Merge Tags to pull information directly from Line-Up

      3. Check how it appears to the customer in the Preview box on the right hand side

    2. Text:

      1. Enter the text for your email in the Template box on the left hand side

      2. Check how it appears to the customer in the Preview box on the right hand side

    Screenshot 2024-01-03 at 16.27.31.png

  2. Submit Template

Edit a Template

  1. If you need to make changes, click Manage on the Template list

  2. Click Edit to make changes and then Submit to save

Archive a Template

  1. Click on the Manage button

  2. Click on the Archive button on the top right

  3. If the Template is not in any live Delivery Method, you will be able to Archive the Template

Accessing Archived Templates

  1. You can still access Archived Templates via the Filter button

  2. This will change the table to only show Archived Templates - noted by the Archived label next to the Filter button

Unable to Archive - Dependencies

  1. If the Email Templates are attached to a live Delivery Method, you'll see a list of them (Dependencies) in the pop-up

  2. In order to Archive, you'll need to remove it from those Delivery Methods. Each Dependency has a hyperlink that will take you directly to its page.
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  3. Once removed, you can click Refresh List to be able to Archive the Template.

NOTE - Any existing Orders that had the Delivery Method with the Email Template at the time of purchase will still receive the Email Template, even if Archived.

Restoring

  1. To Restore an Archived Template, once on that item's page, you can click on Restore in the top right

  2. If there are no Archived Delivery Methods connected, you will be able to Restore the Template

Related Articles
Guide: Create a Delivery Method
Guide: Add Merge Tags to Templates
Guide: Create a Ticket Template
Guide: Reservation Payment Links
Guide: Document Delivery Methods
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