Creating a new template

Use templates to construct emails that you can select as messages in both Apteco Orbit and Apteco PeopleStage.

There are 2 types of templates:

  • Marketing templates: These templates are designed for emails that require personalisation based on each recipient. In these templates, you can define Contact Properties such as Firstname, Surname, or contact details. They are ideal for messages that need to reach a wide audience or for broadcasting general messages such as newsletters or announcements.

  • Transactional templates: These templates are more diverse in nature, allowing you to include Contact Properties and data attributes. You can use data to set conditions for section display or for additional content, such as the product purchased or the subscription renewal date.

For more information, see Email templates: Marketing vs. Transactional.

Note: If you have set up your Apteco email channel for contractual use, then only transactional email templates appear in the email builder. This is because you can choose to add an Unsubscribe link in the email or not. For marketing emails, an Unsubscribe link is automatically added.

To create a new marketing template:

  1. Open the email builder.

  2. Click Create a new template.

  3. Choose from the following template options:

    • Using a template from gallery

      Choose from a number of predefined templates.

    • Using one of my templates

      Your own set of previously created templates.

    • Code in HTML

      Create a campaign using HTML or import your own code.

      Note: Apteco only recommends this option for users with advanced HTML skills as no support is provided for troubleshooting custom code.

      See Creating a template from HTML.

    • Code in MJML

      Create a campaign using MJML or import your own code.

      Note: Apteco only recommends this option for users with advanced MJML skills as no support is provided for troubleshooting custom code.

    This example uses a template from gallery.

  4. After deciding on the template to use, select it and give it a name.

Once you have selected a template, the next step is to design your email with the email builder.