Creating a new Template

Creating a new Template

Step 1: From the Templates Tab, select Add Template.


Layout

Step 2: Layout Design - Set the layout of your email template.
  • Do you want a border? A border will make your email a fixed width and center it on the screen. 
  • Turn it on and select one of the Preset Colors to see how it looks.
  • Adding a background color can make your email look like a letter.
  • Select Custom to select or enter Hex or RBG values for specific colors to match your brand.
  • Try turning it On and Off to see the differences.
  • You can change this anytime.


Click Next.

Signature 

Step 3: Define your Signature Style
  • Do you want a signature? Turn off the signature to ONLY use Black Pearl Mail for Top & Bottom Level Branding/Ads
  • Your existing company signatures continue to apply
Step 4: Select one of our Web-Safe fonts

Step 5: Select a Font color.
  • Use a Preset color or select Custom to enter a Hex or RGB value to match your exact brand color
  • This color is applied only to the User Name and Organization/Company Name


Step 6: Select a Font size. Choose between Small - Medium - Large

Step 7: Turn On or Off the Profile Picture. If turned On and a User doesn't have a picture in their profile, no picture will be displayed and the Signature will left justify. 

Profile Picture Turned Off:

Profile Picture Turned On:

Step 8: Choose a size (small-medium-large) for the Profile Picture.

Step 9: Choose horizontal alignment (Left or Right).

Step 10: Choose vertical alignment (Top, Middle, Bottom).


Click Next.

Social Media

Step 11: Choose to have Social Media icons On or Off. If On, icons will only display where a valid URL has been entered. If you do not have a value entered, those icons will not display.



Step 12: Choose the shape of the social media icons.

Step 13: Choose the color of the social media icons. You can use the Brand colors of the social media companies or you can choose a solid color.

Use a solid color or choose Custom to select a color to match your brand.

Step 14: Choose how you want the icons to be aligned.

Step 15: Select the size (small-medium-large) for the icons.

Click Next.

Branding & Ad

Step 16: Turn on and select Insert to add a Logo/GIF to the top of your template.

Browse to the location of your logo file. We accept just about any image file type including GIFs. GIFs need to be less that 2.5MB in file size.

The ideal size for a logo is 250px x 250px. We provide some basic editing options but recommend that you size the image before inserting.

If your logo looks too big, you can adjust it. Click on Edit to make changes. You can have the logo linked to a URL so when clicked on it will take the recipient to a specific URL (Home page, YouTube Channel, etc).

Select Resize and then drag a corner to make the image smaller.

Select Crop and drag a corner to make the canvas smaller.

Now you can see the logo is smaller.

You can also have a full width image (

) at the top of the template instead of a logo. If you wish to do this, click Remove.

Click OK to remove the image.

Click Switch to full width image.

Click Insert and browse to where you have the image.

You have the same basic editing tool but you really want the image to be sized correctly before inserting (1360px x 500px).

Now you have a full width image at the top instead of a logo. This could also be an animated GIF! If you want to go back to a logo (250px x 250px) click remove and then select Switch to a regular image.

Step 17: Next you can chose to have an image above the signature (between the signature and the email body text). And you can also have an image at the bottom of your email. This is an ideal location for marketing campaigns, offers, or event info. 

Turn on and select Insert to add a Logo/GIF to the bottom of your template.

Browse your computer to find the image. You can use the Resizing and Cropping tools but we highly recommend sizing the image to 1360px x 500px before inserting.

You can link the image to a specific URL.

Click Next.

Disclaimer

Step 18: Adding a Disclaimer. Click to turn On Disclaimer.

Type or copy and paste your disclaimer text.

Select your Font, Font Color, Font Size, and alignment.

Click Next.

Preview

Step 19: Preview your Template. Here you can see how your Template will look on different devices (desktop, tablet, phone) as well as see how user data will be presented. You can only see user data after you have added users.

Click Next.

Save

Step 20: Give your template a Name and description (if you want). Click Save.


Wait until the Template saves then you can navigate away.


Once the Template has saved you can now assign it for use (made "live"). Head over to the Groups tab. Once at the Group tab, select the Group you wish to use the Template. You can assign the new Template by selecting it from the dropdown for “Select the default template for new emails”.

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