Email Templates - Template Creator

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Video Tutorial

What's the Template Creator?

The email template creator is a simplified, and user-friendly tool to create email templates through TapMango. This provides less fine-tuned features than the HTML editor, but does offer a simpler way to create various layouts.

How Do I find it?

	HTML Email Templates To access the original template creator, open the Creatives dropdown menu and click Email Templates. Here you can create a new template or edit existing templates.
	Campaign Templates To access the new Campaign Templates Creatives > Campaign Templates. Then select either Select Template on an existing template or Start from Scratch under the Saved Templates tab. If you do not see Campaign Templates then contact us and we'll be happy to help get your upgraded promotions module turned on!

How Does it work?

The template creator works by adding different elements to your template such as sections, headings, images, links, or icons. There is also a rich text editor included for the text-based elements.

Saving

The template creator is a separate app from your HTML editor. Any changes made in the template creator must first be saved using the save button in the top right. If you do not save the changes will not reflect in the email template. If you accidentally close the template creator the changes will still be there if you re-open it.

Because this editor is separate you must still save the template itself as you normally would when editing an template outside the template creator.

Drag and Drop

When adding any element to the email body you drag and drop from the content bar on the right side.

Quick Editing

Once content has been placed it can quickly be edited by clicking on it, options will appear on the right side.

Easy to Organize

Once created content can easily be

Moved by clicking and dragging the move icon

Deleted by clicking the trash bin

Duplicated by clicking the 2 overlapping squares

Quick Testing

You can text the email template at any time if you'd like. In the left corner under actions there is a send test option. You can enter the email to send a test to. 

The customer specific information from special tags will use a customer account matching the email entered, if no match is found then a customer from your list will be used.

What Content Is Available?

Special Tags and Merge Tags

First - keep in mind the basics of an email template for your special tags to properly structure the template. In the template creator these are found under the Special Tags and Merge Tags options of the text-editor pop up while editing an text on the template.

Special Tags

The special tags menu has a drop list of special tags for the email. Special tags in the template creator appear as hyperlinks with pre-set text, or will turn highlighted text into a link.

Type / Tag	Tag Text	Description
Customer / Customer Profile	[[PROFILE_URL_LINK]]	A link to the customer's online profile with your store, and an option to complete or edit information.
Customer / Customer Account	[[ACCOUNT_URL]]	A link to the customer online profile already signed in, able to view points and rewards available at your store.
Customer / Unsubscribe	[[UNSUBSCRIBE_URL]]	Email unsubscribe URL. This will show as a soft footer at the bottom of the emails sent, if not included in a template. Using this tag gives you the opportunity to place the link where you want.
Customer / Online Sign Up	[[ONLINE_SIGN_UP_URL_LINK]]	A link for your customer to complete online sign up. This allows the customer to complete missing profile information based on what's required at your business, and enter a password to sign in again later on the mobile app or customer.tapmango.com
Referral / Friend Referral	[[REFER_FRIEND_URL_LINK]]	Your customer's unique friend referral link, to share with friends and invite them to sign up at your business.
Instant Deal / Instant Deal	[[INSTANT_DEAL_URL]]	A link to your instant deal. This should only be used when using the instant deal feature ** if used without an instant deal, this link will not display anything in the email.
Net Promoter / Net Promoter	[[NETPROMOTER_URL]]	Links to your net promoter survey - asking customers how likely they'll refer friends on a scale of 1 - 10 and those rating 9-10 are shown your social media links ans adked to leave a review.

Merge Tags

The merge tags list is a list of special tags, that appear as the tag text instead.

Merge Tag Listing	Tag Text	Description
Campaign Header	[[HEADER]]	The header of your email - used on the 'header' portion of the send email action, or the subject of your quick campaign email
Campaign Text	[[TEXT]]	The body text of your email - this should always be used in templates that you will re-use with different text, and should only be used once.
Company Name	[[COMPANY_NAME]]	Displays your company Name, as shown in the top left corner of your http://portal.tapmango.com account
Location Name	[[LOCATION_NAME]]	Displays the name of the home location of the customer receiving the message. These names can be found on your list of devices on the dashboard.
Customer Name	[[NAME]]	Displays the customers name. Use caution with this in a text message, customers names could be long, causing you to exceed the text message character limit
Points Balance	[[POINT_BALANCE]]	Displays your customers point balance. This only displays the number and should be followed with your points label. Ex: [[POINT_BALANCE]] points or your current points: [[POINT_BALANCE]]
Wallet Balance	[[WALLET_BALANCE]]	Displays your customers wallet balance. This will include the dollar sign of your account's currency and 2 decimal places. Ex: $50.00
Company Address	[[COMPANY_ADDRESS]]	Displays the address of your business. If you have multiple locations the address that displays will be the home location of the customer being sent the email
Company Phone	[[COMPANY_PHONE]]	Displays the phone number of your business. If you have multiple locations the phone number that displays will be the home location of the customer being sent the email
Voucher Description	[[VOUCHER_DESCRIPTION]]	Used when the activity is also assigning a voucher. Displays the description of your voucher, plus an expiration date. Ex: Free Large Coffee (from 12/03 to 12/10)
Voucher Number	[[VOUCHER]]	Used when the activity is also assigning a voucher. Displays the voucher prefix, along with the assigned number. Ex: MISSU-7259f5

Content

The content panel is found on the right side, and general elements you can add to the template. You can have multiple pieces of content inside a single row.

Text	A basic text block. Has access to a rich text editor similar to the HTML email template editor. You can use this to change the styling, size, colour, etc of the text you type.
Image	An image block. You can upload any image you'd like and have access to sizing and some styling options for your image. You may even make the image a link to a web page of your choice. When adding the block you will need to select an image from your computer.
Button	A button block. This is a basic button you can style as you'd like such as size, colour, text, etc. You may have the button link to a webpage, email, phone number, or to send a text.
Divider	A simple dividing line to insert between content blocks that can be styled
Social	A block of social media icons. You may add or remove the social media you'd like and copy+paste in the links to your social media pages. There are different button stylesd to choose from
Dynamic	Custom TapMango content such as your online review buttons, net promoter block, or friend referral links specific to your customer's location.

Rows

The rows tab allows you to drag and drop in different dividing sections of content. This adds an entirely new row, that can have multiple pieces of content inside each column of the row. This works well if you want to have content aligned next to each other instead.

Settings

The settings tab contains general settings for the entire email template

Content Width Area	The width of the email template's content area. The maximum is 900 pixels, minimum 480 pixels. We recommend around 700 pixels to be sure most phones can have it, but the template should scale on most phones as well.
Background Color	The background colour outside the content area - to the left and right of the email content
Content Area Background Color	The background colour of the content blocks. This colour applies to all content blocks, but the text colour can be set individually in each content block.
Default Font	The default font used through the entire template. Individual blocks may have font set separately as well if you do not want the same font through the entire template
Link Color	The default colour used for links in the content blocks. This can be set individually per content block or link as well.

Additional Questions?

As always, if you have any additional questions that isn't covered in this guide do not hesitate to contact us and we'll be happy to help.