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How To Create Email Templates For Your AccessAlly Emails

Use AccessAlly emails to create email templates to send directly from AccessAlly. You can use shared blocks that can be re-used across all emails (like a branded header and footer), or import/export entire emails.

How It Works

There are two types of “templates” that you can use to speed up your email creation process:

  • Shared blocks – these are elements (like a header or footer) which can be easily added to any email type. The benefit to using shared blocks is that you can update your logo, for example, in a single location, instead of having to manually update it in every email that you have set up in your site.
  • Import/Export – You can export/import entire emails that are created inside AccessAlly. This can be helpful if you have multiple AccessAlly sites and would like to re-use the same emails across all of them.

Set Up Steps

1. Configure Your Company Branding

Go to: AccessAlly > Dashboard > Emails > Branding

Here, you can fill in your company information:

  • Company name
  • Signature
  • “From” sender name
  • “From” email address

AccessAlly Email Branding

2. Set Up Shared Header Block

Go to: AccessAlly > Dashboard > Emails > Branding the Shared header block can be found below the company setting.

  • Open the Shared header block dropdown
  • Click on the placeholder logo and replace the default logo with your logo image
  • Click the blue plus(+) in the upper right-hand corner to further customize the header block
  • When finished click the blue SAVE button

AccessAlly Shared Header Block

Go to: AccessAlly > Dashboard > Emails > Branding the Shared footer block can be found at the bottom of the screen

  • Open the Shared footer block dropdown
  • Click on the default text © {{[company-name]}}. Contact us here. and using the editor make any changes you would like
  • Click the blue plus(+) in the upper right-hand corner to further customize the header block
  • When finished click the blue SAVE button

Optional: Additional Features

  • Delete: Deletes an email, shared header, or footer section
  • Import/Export: If you have multiple AccessAlly sites (or are a Certified Expert setting up client sites), you can import/export entire emails or header/footer shared blocks to speed up the creation process.
  • Copy: Creates a copy of an email

Additional Options for Emails in AccessAlly

 

Updated on April 12, 2021

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