1. Home
  2. AccessAlly
  3. Email
  4. How To Create Email Templates For Your AccessAlly Emails

How To Create Email Templates For Your AccessAlly Emails

Use templates to make email sending more efficient and on-brand with 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 > Emails > Branding

Here, you can fill in your company information:

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

Screenshot of setting email defaults inside of AccessAlly Email Templates

2. Set Up Shared Blocks

Click on the yellow shared email block button and name it something descriptive (like “legal disclaimer”)

Screenshot from AccessAlly showing how to add a shared email block

You can customize the contents of this block by clicking on the plus(+) in the upper right hand corner of your Email Content block.

Screenshot from AccessAlly showing Email Template email content

Choose which of the elements you’d like to add:

  • Html code (developer only)
  • Header
  • Image
  • Link
  • Regular text
Note: You can use shared blocks to create individual elements like headers, footers, disclaimers, etc. If you choose to use shared blocks to create entire email templates, please note that making a single change in the shared block will also update it across all emails that use the block.
Personalization Options for Block Elements

Header

Screenshot from AccessAlly showing Email Template personalization options
The personalization button allows you to select from various “merge” fields to further customize your message.
Screenshot from AccessAlly showing Email Template personalization options

Image

Screenshot from AccessAlly showing Email Template image options

Link

Add your link text to display. Note that you have the option to personalize this as well.

Add your link destination by selecting a page from the drop-down list, or entering a custom URL.

Select your alignment and margins if necessary.

Regular text

Add your copy to the text section. You can customize this text as you would with a regular text editor. Note that you can personalize this copy if you’d like.

Set your margins if necessary.

Click ‘update’ to add this to your shared block.

Screenshot from AccessAlly showing Email Template elements

Note that you can drag elements to reorder them within the block.

3. Add Shared Blocks to An Email

Once you have your shared block(s) set up, you can add it to any email type (invoice, welcome email, affiliate notification, etc.)

Optional: Import/Export

If you have multiple AccessAlly sites (or are a Certified expert who often sets up client sites), you can import/export entire emails to speed up the creation process.

how to export an email

Updated on July 9, 2020

Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Opt-In-Laptop.png

AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.