How to Set Up a Mailing Template

Navigate to the

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tab to open up the Mailings Section of IRIS.
Click on

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and select

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The Template Basics page will appear. Complete the following fields:

List*	Select the list this template is associated with.
Name*	Enter the name of the template.
Default Reply-To Address	Enter a default reply-to address.
Dedicated	Select whether this template is for dedicated mailings.
Description	Enter a description of the template.
Status	Select whether this status is active or inactive.

Click

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The Build HTML Template page will appear. This page will allow you to add editable regions to your template. The benefit of this is that the person/people who create the template can choose which parts of the template would be editable, and which ones would not be. Complete the following fields:

Start Template

To Upload HTML File

Select Upload HTML file
Click

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and browse for your file.

To Clone existing template

Select Clone existing template
Select another template from the drop down menu.

To Paste in HTML

Select Paste in HTML
Paste the HTML

Once complete, click

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Manage Images

Click

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and select the image you would like to use.

Build Template

Build Template will present you the template from which you can define regions as “Ad” or “Editable”.

Click

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to save the template and

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to proceed to Build Text Template.
In the dialog box, enter the static text you would like included in the plain text version of the template. You can also auto-generate a text version of your current HTML. Clicking in the menu bar will insert "---- Generate Text Version ----". This will generate a text version of your mailing if necessary. You can also include a link to the promotion page in the text backup by clicking .
Click

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to save the text and

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to proceed to the production view.
The Production view will display a preview of your template and how it would look and function if someone were using it to setup a mailing.
Click

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For more information on good practices with templates, go here.

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