Creating an E-mail based on a Template

A template is a pre-formatted canvas which specifies the layout of a message and which you can easily adapt to suit your own needs.

Using a template to create your e-mail is the simplest option. It allows you to have a basis for the creation of your message, all while giving you a lot of flexibility.

Most templates are available at the third step of the creation of your e-mail, namely the definition of the message. To access them, select 'Create From Template'.

images/download/attachments/615287708/image2020-6-10_13-33-0.png Various categories of templates stand at your disposal.

Templates libraries

Custom templates library

These are the templates belonging to your licence. They are available in the upper section of the template selection page.

Indeed, ACTITO gives you the opportunity to order templates matching your specific requirements. They might:

  • Follow your graphical charter

  • Display default images images and logos

  • Add specific blocks matching your needs


To request the creation of a custom template or to obtain additional information related to them, we invite you to contact your account manager.


This zone will only be displayed if there are existing custom templates in your licence.

ACTITO templates library

ACTITO offers a library of templates containing layouts suited to most frequent situations, such as newsletters, event invitation or welcome e-mails. They are available in the bottom section of the selection page.

These templates only set the layout of blocks and images, while letting you freely define their content. You also retain the possibility to modify them according to your requirements.


Saved configurations templates

Contrarily to both templates libraries, saved configurations templates are not selected during the third step of the creation of your e-mail, but at the very beginning, right after clicking on 'Create campaign'. This is the screen where you are invited to select the type of e-mail you want to send.


As a matter of fact, this kind of template does not only relate to the e-mail content in itself, but it also gives the opportunity to save the general data, the targeting and all other parameters.

It allows you to save the definition of a campaign and to reuse it every time you need to send a similar campaign.

To learn how to save this kind of configuration, we invite you to read the 'Saving a template' page.

Editing a template

After selecting your template, you will reach 'Editor mode', where you will be able to adapt the template to your needs and to fill the fields of content.


Module library

To the left of your screen, the module library gives you an overview of each block that can be added to your e-mail. To insert a module, all you need to do is to select it, then to drag and drop it where you want to insert it in your e-mail.

There are various kinds of blocks:

  • Headers: the 'pre-header' block, which can contain the pre-header as well as the web version link, and the 'header' block, where you can insert a logo and repeat the subject of your e-mail.

  • Images: it can be large banners filling all the width of the e-mail, as well as small images below of next to test zones.

  • Titles: with or without subtitles.

  • Text zones: with or without titles, with or without images.

  • Separators

  • 'Call to action' buttons: theses buttons can be used to insert web pages links.

  • Footer: it may contain the 'unsubscribe' link, a link towards legal information,...

Some modules only appear in specific templates, such as event program blocks, address blocks and sharing on social network blocks,...

To order custom blocks or for additional information related to their practical application, we invite you to contact your account manager.

Editing modules

Next, you have the possibility to modify the structure of the modules which make up the template, as well as fillings their content.

You can:

  • Add logos and images

Whenever the small 'Choose your image' icon appears, it is possible to customize your message with an image of your choice.


This includes large banners, side images, logos but also icons specific to some blocks, such as icons specific to some blocks, such as the 'speakers' icon for an event, or the social networks icons. If you do not modify these icons, they will be displayed with their default appearance, but you might want, for instance, to replace the black default facebook button by a facebook button with the color of your company.

The expected size of banners and side images is displayed on their grey background. If you add an image that does not match the expected size, it will be automatically resized to the proper width, all while keeping proportions when it comes to height. Consequently, distortions will be avoided but the layout of your e-mail might be affected.


You can select images directly from your files, either by clicking the 'Upload an image' button, or with a 'drag and drop'. You can also paste the URL address of an online image.

This screen also allows you to define the image title and an alternative text. This alternative text will be displayed instead of the image should it be blocked or not downloaded, so it is good practice not to overlook it.


An image cannot exceed 1,5 MB.

Whenever the small 'Add a new link' icon appears, it is possible to add a link to your e-mail.


This includes:

  • Images

  • Small icons

  • 'Call to action' buttons

  • Directly in the text


The link update window will let you enter towards which URL address the link must direct. You can also add a customization ($ followed by the customization name), for example if the link directs towards an ACTITO form or an 'unsubscribe' page.

The 'Encode URL' checkbox will convert your URL in percent encoding if it includes special characters. It should be unticked if your link is not standard:

  • if your use the 'tel:' tag, which enables you to refer to a phone number

  • if the URL contains geographic coordinates, such as a Google Maps URL.

You also have the possibility to give a title to the link. This is especially useful for analyzing the reports if clicks in your e-mails.

  • Modify colors

It is also possible to modify some colors, such as the background color of each module or the color of buttons. To do so, click on the 'Edit styles' or 'Edit color' icon which will appear whenever such as modification is possible.


This button will open the style editor to the left of the screen.


You can edit:

  • The row color: this is the color of the background of e-mail, which appears to each side of the e-mail body. This button only allows to modify the background section directly next to the the edited module. To change the color of the whole background all at once, you have to go in the options.

  • The content color: allows you to change the filling color of the block itself.

If you do not like your modification it is possible to go back to the default color of the template by checking the 'Use the global color of the template' box.

  • Write your text

While writing your text, you will be using a rich text editor, where you will be able to apply the conventional formatting, such as modifying styles, alignment, the color and the size of your text,inserting lists or adding links (as explained above).

This is a WYSIWYG editor, which means that you will directly see any modification in your text without the display of formatting tags.

images/download/attachments/615287708/image2019-3-11_11-56-50.png While you e-mail, you also have the opportunity to add customizations, which means using data from your profile table, or related data, in order to adapt the content to your contact. This can range from simply addressing them with their first name to advanced customizations.
For further information on this subject, we invite you to read the 'Customizing an e-mail' chapter.


At the top of the page, the taskbar lets you reach various additional options.


Previewing the rendition on smartphone

It is possible at any time to display a preview of how your message will appear on a smartphone, by clicking on the 'smartphone' icon at the top of the page, in the middle.

After that, you can go back to the computer preview by clicking on the 'computer screen' icon.

Edit styles

Click on 'Edit styles' to open the style editor to the left of your screen.

This will allow you to edit the global style of the e-mail, which means the background of the whole e-mail.


Import content

This button allows you to import HTML content. The files must be zipped beforehand.

You can choose to import styles or not.



For a multilingual e-mail, the zip must contain one HTML file per language. The name of this file must end with an underscore followed by the two letters code of the language.

For example: DocTemplate_EN.html

Import content from another language

If your campaign is multilingual, you have the possibility of importing the content from another language of the campaign.

In this way, you will not have to upload each image twice if, for instance, they stay the same, or to edit styles again. You will be able to focus on translating your text and defining potential links.


This action will replace the current content by the content from the selected language version, without any possibility to undo it.

Remove all modules

This button allows you to delete everything and start over with an empty page.

This action cannot be undone.


Modify edition language

If your campaign is multilingual, the current edition language is displayed to the right of the 'Options' button.

To create content for another language, it is first necessary to 'Exit editor'


Next, you will need to select the language to the right of your screen, then go back to editor mode by clicking on 'Editor' at the very left.


Create new message

From the definition screen, it is also possible to delete all the content of your e-mail in order to create a new one from scratch.

The 'Create new message' button will allow you to go back to the template selection page and to choose another template.


This action will delete all your progress related to the content of your e-mail. It cannot be undone.


Once you are pleased with the content of your message, click on 'Exit editor' to reach the definition page, where you will be able to access the 'Customizations' and conditions settings.