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How to Create New Email Templates Using the Email Builder Tool: Step 1 of 3

  1. On the left navigation, click Email Marketing > Emails
  2. At the top of the screen, click Create Email
  3. Choose between one of the following content tabs: 
    • Basic Content - Creating your own template from scratch. Includes the ability to add code, write simple text, and so on. 
    • Expert Content - High resolution content that includes imagery and text specific for financial services. 
    • Organization Content - Custom templates published for use by users of the organization. 
  4. Hover your mouse over a template option then click Select
    • A pop-up box appears. 
  5. Input the name of the email template then click Confirm and Save.

Click HERE to continue to the next step.

Click on one of the links below for more information if you chose one of the following templates:

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