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Managing the Email Templates Library

To manage the Email Templates library, you can perform the following tasks:

• Add an Email template

• Edit the properties of an Email template

• View pages using an Email template

• Archive an Email template

Not all users have permission to view or manage templates, only administrators. Templates are managed by developers, however, and most admins will not need to deal with them.

To manage Email Templates, select Manage Message Assets > Email Templates.

The Email Templates page displays the Email Template library directory tree on the left and a list of the contents of the selected directory on the right.

The directory contents list displays the following information about Email Templates:

Adding/Editing an Email Template

You can add a new template file or edit its properties, and re-upload new files (with the same name) to replace existing ones.

To add/upload an email template:

1. Select Manage Message Assets > Email Templates.
   The Email Templates screen appears.
2. Pick a folder where you want to store the template. By convention this is the Email Template folder in the main Templates directory.
3. In the right pane, choose Add New.
   
4. The Add Template popup appears.

To edit the properties for the template file:

1. Select Manage Message Assets > Email Templates.
   The Email Templates screen appears.
2. Highlight the template you want to edit the properties for.
3. Click Edit Properties.
4. The Edit Template Properties popup appears.

5. For both Adding and Editing, edit the template properties as follows:

6. Click Save.
7. The new or updated file appears in the library listing.

If your ASCX file calls a code-behind file, that file must be placed on the server, even if it contains no custom code. Otherwise the iAPPS page you create from the ASCX template will be blank. Always include a C# code-behind file for each page template and page part, and upload to the server with your template.

Page Parts are ACSX files that are meant to be used by some parent page; they should not be available for content authors to select as page templates. These are typically the common ACSX files that are used in multiple page templates, but they may also contain custom code that is embedded into an iAPPS page template.

Page element ASCX files, such as the header.ascx and footer.ascx files, should have the Page Part check box checked in their properties display.

Page templates that are meant to be used by authors to create pages should not have the Page Part check box checked.

Downloading an Email Template File

Marketier packages template files in a .zip file for download.

To download an email template:

1. From the The Email Templates screen, highlight an email template in the directory list and select Download Files.
2. A browser download file dialog appears.
3. Select the appropriate options to open or save the template .zip file.

Viewing Emails using this Template

To view the campaigns that use an Email template:

1. From the The Email Templates screen, right-click on an email template in the directory list and select View Emails using this Template.
2. An “Emails Using Template” dialog appears with information on the template's use.
3. Click Close when you are finished.

Archiving / Making Active an Email Template

To archive/ make active a template:

1. Select Manage Message Assets > Email Templates from the main navigation menu.
   Navigate to and highlight the template name in the template list.
2. Under the More menu, select Archive or Make Active as appropriate.
3. When archiving a template, Marketier displays a dialog showing any emails that use this template and warning you it could cause problems. 

Any emails using the template will not send if you archive the template.

4. Click “Archive Template.”
5. Marketier changes the status it displays for the email template in the email template directory list and either:
   - Moves an archived file to the archived folder
   - Removes an activated file from the archived folder.
   
   The template appears in the list with a status of “Archived” or “Active” as appropriate.