Import or Export an Advocate Email Template

You can import an existing email template and export an email template if you want to store the email you are replacing before importing a new one.

Import an email template

The email editor can accept any HTML-formatted email code, and you can import any HTML-based email that has been created for you.

1. From the left navigation menu, select [Engage] → Content.

2. In the Emails card, select Edit emails to edit an existing template.

3. Select the email you would like to import a custom-built email for.

   • Select [Exit icon] to minimize the side menu.

4. Select Import Template in the horizontal toolbar to open the import window.

5. Add your script to the Import Template window. Review the copied code for accuracy and completeness.

6. Select Import to load the custom code into the email editor canvas.

7. After your updates are done, send yourself a test email.

   • Select Actions [Drop-down menu] to send yourself a test email.

8. Select Save in the top-right corner of the screen.

9. If your program is live, you must publish your program draft to roll out the change to your participants.

Export an email template

1. From the left navigation menu, select [Engage] → Content.

2. In the Emails card, select Edit emails to edit an existing template.

3. Select the email you would like to import a custom-built email for.

   • Select [Exit icon] to minimize the side menu.

4. Select Export Email Template in the horizontal toolbar to open the import window.

5. View the code in the Export Template window.

6. Select Copy HTML to copy and paste the HTML.