This article explains how to create an email template for pre‑session notifications, reminders, marketing, or other regular communications. Templates save all aspects of your email except the recipients, allowing you to reuse them for consistency and efficiency. You can also copy an existing template if only minor edits are needed.
To create a template:
1. Select Email tab
2. Click New > New template
3. Input Template name
4. Input Subject (Optional: Insert merge fields if needed)
5. (Optional) Select Edit Next to From email address to change name or email address
6. Click Save and continue
7. Drag and drop items onto the canvas from Add items section
8. (Optional) Drag Image and drop it onto the canvas, click Select Image to add an email header
11. (Optional) Drag Document links and drop it onto the canvas, click Select files to attach documents in this email
14. (Optional) Drag Social Media to insert your organization's social media URLs so that your email recipients can follow you online.
16. On preview page, preview your email on both desktop and mobile devices before sending
To create a template:
1. Select Email tab
2. Click New > New template
3. Input Template name
4. Input Subject (Optional: Insert merge fields if needed)
5. (Optional) Select Edit Next to From email address to change name or email address
6. Click Save and continue
7. Drag and drop items onto the canvas from Add items section
8. (Optional) Drag Image and drop it onto the canvas, click Select Image to add an email header
- Note: To upload a new image for your email header or footer, please see this article Add a Header or Footer Image to Emails
- Note: You can select the font, background, and text color in the Text section on the right
11. (Optional) Drag Document links and drop it onto the canvas, click Select files to attach documents in this email
- Note: Acceptable file types include: DOC, DOCX, TXT, CSV, BMP, GIF, JPG, PNG, XLS, PDF and XLSX
- Note: All uploaded files must adhere to Active Network's file upload policies
- Note: Maximum size per file is 7 MB.
- Note: You can select the button font, button and background color, button label, button link, corner and alignment from the right.
14. (Optional) Drag Social Media to insert your organization's social media URLs so that your email recipients can follow you online.
- Note: Available social media are Facebook, Twitter, Instagram and Youtube.
16. On preview page, preview your email on both desktop and mobile devices before sending
- Note: To see how your email will appear to registrants, you can also: Send A Test Email
- Note: After saving, the page will be directed to the template list where you can view all the templates created
