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Gainsight Inc.

Email Template Builder

Gainsight NXT

 

This article explains how admin can build and manage email templates in JO.

Overview

Journey Orchestrator includes a robust email template designer with a variety of configuration options to help you create attractive and actionable email communications for your end-users. 

Email Template List View

The email template list view displays each template as a separate line item. Each entry displays the email template's name, number of versions, Version number, last modified user details, last modified time, and the number of outreaches using the template.

You can perform the following actions from the list view:

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  1. Switch to old experience: Enables you to switch to old email template builder experience.

Notes:

  • The Switch to old experience toggle switch is available for existing customers only who are onboarded before August 4, 2023.
  • It is a tenant-level toggle switch and available only to users with either Design or Admin permissions for Email Templates.

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  1. Create Folders: You can create folders on the Email Templates page to organize their templates. For more information on Folders, refer to Organize Email Templates using Folders section.

Note: You can move the folders to a particular folder by using a drag and drop.

  1. Search: Search for existing email templates by entering the email template name.
  2. Filter: Filter the email templates based on following Fields:
  • Template Type: Select the template type to view the corresponding templates. 

    • Layout Template: The email template contains a layout link or button.
    • Report Template: The email template contains a report placeholder.
    • Standard Template: The default email template type. 
    • Survey Template: The email template contains a survey link, button, or question.
    • Templates Without Plain Text: The email template that does not contain Plain Text format.
  • Email Type: It can be Operational or Non-operational. For more information on Email Type, refer to the Configure Opt-out section.

  • Modified On: Filter the list to show only the templates modified on the date or duration that you select from the drop-down option.
  • Modified By: Filter the list to show only the templates modified by the admin name that you select from the drop-down option.
  • No. of Versions: Filter the list to show only the templates of a particular version number.
  • Template Name: Filter the list by the email template name.
  • Created by: Filter the list to show only the templates created by the user that you select from the drop-down option.
  • Created On: Filter the list to show only the templates created on the date or duration that you select from the drop-down option.
  • Available In: Filter the list to show the templates available in the selected  feature area.
  1. New Template: Click the New Template to begin creating a new Email Template. For more information on creating templates, refer to the Create Email Template section. 

  2. Favorite: Select the star icon to mark the email template as favorite.
  3. Used In: You can view the feature area the email templates are used in. To view the list of dependencies of a particular email template: In the Used In column of the Email templates list panel, click on the number adjacent to a particular email template. The Dependencies screen of the selected email template appears. You can view a list of all the Email Templates that are used in Programs.

Note: From the Search field, you can search a required Email Template.

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  1. Available In: Click the Plus icon and choose the feature areas where you want this template to be visible.

Note: The greyed-out feature area indicates that the template contains elements not supported in that specific feature area. Additionally, for multi-version templates, if a non-supported element is present in any version, the feature area will be greyed out for all versions in the template. 

For more information on which elements are supported in various feature area, refer to the Supported Elements List in Feature Area section.

  1. Preview: Enables you to preview the Email Templates.
  2. Three-Vertical Dots: You can access the following options by clicking on it:
  • Edit: To open the Journey Orchestrator Email Builder and make changes to the template.
  • Clone: To create a clone or copy of the existing template.
  • Delete: To delete an existing template.

Create Email Template

When you select to edit or create an email template, the email designer page opens automatically. On the designer page, you can enter text into the subject line and email body.

Note: If you copy and paste text from another source, the formatting will be lost.

A new page called New Template is introduced to provide details such as template name & description, selection of template type, opt-out categories & page, layout, and folders.

To create a new email template:

  1. Navigate to Journey Orchestrator > Email Templates.

  2. Click Create Template dropdown. 

  3. Select from the following options:

    1. Choose a Template: To get started quickly with ready-to-use email templates.  

    2. Blank Canvas: To get started with the new email template creation.

  4. (For the Templates option) Select the required template.
  5. In the Template Name field, enter the name of the template.
  6. (Optional) In the Description field, enter the description for the template.
  7. In the Available in field, select the product area where you want this template to be available.

  8. In the Email Type field, select either Operational or Non-Operational. For more information, refer to the Operational Emails section.
  9. Select an Opt-Out Category and Opt-Out Page values, if the Non-Operational option is selected in the Email Type field.  For more information, refer to the Opt-Out Settings section.

  1. From the Folder Selection drop down, select the required folder name to place the template. For more information, refer to the Organize Email Templates using Folders section.

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  1. In Choose a Layout section, select the required type of email template layout.
  • Predefined layouts: These are ready to use layout options available for quick access. Following are the options available in Predefined layouts:

    • 1
    • 1-3-1
    • 1-2-1

Note: Predefined layouts are not fixed layouts, you can add or delete the layout containers as per the requirement in the next step.

  • Basic Text Layout: These are customizable blank templates.
  • Upload HTML: Select this layout to upload HTML file.
  1. Click Save.

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Design

The Design view enables you to build email templates easily and quickly using drag and drop method.

Notes:

  • The Revert  icon enables you to revert back to the previously saved version of email template. 
  • Revert icon is disabled if the AutoSave toggle button is turned on.

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  • The Email Template Builder automatically adjusts the height of the email based on the content, and eliminates excess white space between the email body and footer, regardless of the email content's height.

Elements

Drag and drop to add one or more of the following elements into the email template layout:

Work with Elements
  1. Select the required Element. The element is highlighted and more options appear.
  2. You can perform following actions:
  • Select Parent: To navigate to the element parent, click the Up Arrow icon and select required parent option.
  • Move: To move the element to another container or block, click the Move icon.
  • Delete: To delete the element, click the Delete icon.
  • Edit: To delete the saved details of element, click the Edit icon.
  • Style: To apply styles to elements, click the Style tab and apply one or more format options.

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Add Blocks

To add blocks and containers in the email template layout:

  1. Drag and drop the Blocks element to the email template layout.
  2. Select a container type.

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Work with Containers
  1. Select the required Container. The container is highlighted and more options appear.
  2. You can perform following actions:
  • Select Parent: To navigate to the block present, click the Up Arrow icon and select required parent option.
  • Move: To move the entire container and its element to another container or block, click the Move icon. 
  • Clone: To make a identical copy of container, click the Clone icon.
  • Delete: To delete the container, click the Delete icon.
  • Add: To add additional containers in the block, click the Plus icon.
  • Style: To apply styles to containers, click the Style tab and apply one or more format options.

Note: The style applied to a container is applied to all the elements in that container.

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Add Text

To add texts in the email template layout:

  1. Drag and drop the Text element to the email template layout.
  2. Delete the default text ‘Insert your text here’.
  3. Enter the required text. 
  4. Select the text.
  5. Select one or more options from the formatting section such as font, increase font size, decrease font size, font color, bold, italic, underline, link, so on.
  6. (Optional) To apply style to Text:
    1. Select the text element.
    2. Click the Style tab. 
    3. Apply one or more format options.

Screenshot 2023-08-03 at 8.21.37 PM.png

Notes:

  • You can easily paste tables and inline images from various sources, such as Google Sheets or Microsoft Excel, directly into the Text element.  
  • Furthermore, you can add images in the Text element directly using the Rich Text Editor Toolbar. 

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To add images in the email template layout:

  1. Drag and drop the Image element to the email template layout.

    1. To upload image:

      1. From Upload tab, click Choose an Image to upload. 

      2. Select image from the system.

    2. To add image web address:

      1. From the Web Address tab, enter image URL.
  2. Click Add Link
  3. Place the cursor in the Insert Token container.
  4. Enter the redirection link.
  5. (Optional) Turn on the Enable Link Tracking toggle button.

Note:  Link Tracking enables Gainsight to track the user clicks on the link.

  1. Click Update.
  2. (Optional) To apply styles to Image:
  1. Select the image element you added.

  2.  Click the Style tab. 

  3. Apply one or more options from the Dimension and Decorations sections.

IMPORTANT:

  • Image size must be less than or equal to 2MB.
  • Image must be in one of the following formats: 

     PNG, JPG, JPEG or GIF

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Add Reports

To add reports in the email template layout:

  1. Drag and drop the Reports element to the email template layout.
  2. Select one of the following Report Type:
  • Inline
  • Attachment
  1. For Attachment Report Type:

    1. Select Attachment Report Type option.
    2. Enter Report Attachment Name.
    3. Click Update.
  2. For Inline Report Type:
    1. Select Inline Report Type option.
    2. Click Update.
  3. Double click the report that you add. The Edit Report window appears.
  4. From the Edit Report dropdown, select a report.
  5. (Optional) Apply filters to the report.
  6. (Optional) Click the Table Theme icon. The available themes for the table appear.
  7. (Optional) Select the required table theme option. 
  8. Click Save Report.

Note: You can add a maximum of five reports in an email template.

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Add Survey

To add survey in the email template layout:

  1. Drag and drop the Survey element to the email template layout.
  2. Select one of the following Survey Type. 
  • Button
  • Link
  • Question
  1. For Button or Link Survey Type:
    1. Enter Display Text.
    2. From Choose a Survey dropdown, select the required survey.
  2. (Optional) Turn on Enable Link Tracking toggle button.
  3. Click Update.
  4. (Optional) To apply style to the Survey:
  • Select the added survey element.
  •  Click the Style tab. 
  • Apply one or more format options.

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Add Attachment

To add attachments in the email template layout:

  1. Drag and drop the Attachment element to the email template layout.
  2. Select a file from the system.

IMPORTANT:

File size must be less than or equal to 5MB.

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Add Button

To add buttons in the email template layout:

  1. Drag and drop the Button element to the email template layout.
  2. In the Button Text field, enter the text to be displayed on the button.
  3. Place the cursor in the Insert Token container.
  4. Enter the redirection link.
  5. (Optional) Turn on Enable Link Tracking toggle button.

Note: Link Tracking enables Gainsight to track the user clicks on a button. This information is recorded in Journey Orchestrator Analytics.

  1. (Optional) From the Adjust Corner Radius option, set the button corner radius. 

Note: The maximum corner rounding radius is limited to half the button's height.

  1. Click Update.
  2. (Optional) To apply style to Button:
  • Select the added button element.
  • Click the Style tab. 
  • Apply one or more format options.

Note: To edit a token properties, click the added token and modify the required information.

For more information on token properties, refer to the Token section.

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Add Video

To add videos in the email template layout:

  1. Drag and drop the Video element to the email template layout.
  2. Enter a video link.
  3. Enter the Alternative Text.
  4. In Video Thumbnail, click Browse and select an image from the system.
  5. Select the Video Player Icon.
  6. Click Update.
  7. (Optional) To apply style to Video:
  • Select the added video element.
  • Click the Style tab. 
  • Apply one or more options from the Dimension and Decorations sections.

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Add Token

To add tokens in the email template layout:

  1. Drag and drop the Token element to the email template layout.
  2. Double click the token placeholder. The Token Properties window appears.
  3. In Display Name field, enter a label for the tokenized field.
  4. In the Default Value field, enter the text that is added if the token value is missing.

For Example: For a First Name field that is blank, the default could be Customer.

  1. Select required value from the Default Mapping drop-down menu.
  2. Select required value from the Value Type drop-down menu.
  • CURRENCY 
  • DATE
  • NUMBER
  • TEXT
  1. Click Update.
  2. (Optional) To apply style to Token:
  • Select the added token element.
  • Click the Style tab. 
  • Apply one or more format options.

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Add Divider

The Divider element is used to add a dividing line between the containers.

The divider line can be of following types:

  • Dotted 
  • Dashed
  • Solid
  • Double
  • Groove
  • Ridge
  • Inset
  • Outset

To add a divider:

  1. Drag and drop the Divider element to the email template layout.
  2. (Optional) To apply style to Divider:
  • Select the added divider element.
  • Click the Style tab. 
  • Apply one or more format options.

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Add HTML

To add HTML:

  1. Drag and drop the HTML element to the email template layout. The HTML editor appears.
  2. Type the HTML code in the editor.
  3. Click Update.

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Add Socials

Admins can now choose from a variety of social media icons available in the Social Element. They can select up to five icons at a time.

To add Socials:

  1. Drag and drop the Socials element to the email template layout. 
  2. Double click the socials element you added. The Socials Properties window appears.
  3. In the Link field, enter the redirection link of the social network site. 
  4. Enter Alternate Text.
  5. Click Update.
  6. (Optional) Click Close icon, to remove the respective social network option.
  7. (Optional) To apply style to Socials:
  • Select the added socials element.
  • Click the Style tab. 
  • Apply one or more format options.

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Add C360 Layouts

To add C360 Layouts:

  1. Drag and drop the C360 Layouts element to the email template layout. 
  2. Select Layout Type from the drop down menu.
  3. Enter the Display Text.
  4. (Optional) Turn on the Enable Link Tracking toggle button.
  5. Click Update.
  6. (Optional) To apply style to C360 Layout Button:
  • Select the added C360 Layouts element.
  • Click the Style tab. 
  • Apply one or more format options.

Screenshot 2023-08-03 at 8.32.43 PM.png

Note: If you are unable to create or edit Email Templates, you may not have the required Journey Orchestrator permissions. 

Style

The Style tab allows you to apply different styles and formats to the elements to personalize your emails. For more information on available styles and formatting options for each element, refer to the following table.

Element Text Settings Dimensions Border and Background

Image

NA

Width (px, %)

Height (px)

Alignment - left,right,center

 

 

Border Style

Border width (px)

Border Colour

Note: Windows Outlook currently doesn't support borders on images.

Image Container

NA

Width (px, %)

Padding- Left,right,top,bottom (px)

NA

Report

NA

Width (px, %)

NA

Button

(Standalone, Survey, C360)

Font

Font size(px)

Font Color

Font Weight (Bold, Normal)

Font Style (Normal,Italic)

Text Transform

Width (px)

Height (px)

Alignment - left,right,center

Note: Button Alignment is honored only on new email template builder

 

Border Style

Border width (px)

Border Colour

Background Colour

Adjust Corner Radius

Button Container

(Standalone, Survey, C360)

NA

Width (px, %)

Padding- Left,right,top,bottom (px)

NA

Link

(Survey , C360)

Font

Font size(px)

Font Color

Font Weight (Bold,Normal)

Font Syle (Normal,Italic)

Text Transform

NA

NA

Video

NA

Width (px, %)

Height (px)

Alignment - left,right,center

 


 

Border Style

Border width

Border Colour

Note: Windows Outlook currently doesn't support borders on thumbnail image.

Video Container

NA

Width (px, %)

Padding- Left,right,top,bottom (px)

NA

Token

Font

Font size(px)

Font Color

Font Weight (Bold,Normal)

Font Syle (Normal,Italic)

Text Transform

NA

NA

Divider

NA

Alignment - left,right,center

Width (px,%)

Color

Height (px)

Dash

HTML

NA

NA

NA

Social

NA

Alignment - left,right,center

Width (px, %)

Padding- Left,right,top,bottom (px)

Indent Spacing (px)

Icon Set

Icon Color

Icon Size

Border Style

Border width (px)

Border Colour

Background Color

Social Container

 

Width (px, %)

-

Attachment

NA

NA

NA

Text 

 

Rich Text Editor Toolbar

Padding- Left,right,top,bottom (px)

 

Border Style

Border width (px)

Border Colour

Background Colour

Container

NA

Width (%)

Padding- Left,right,top,bottom (px)

 

Border Style

Border width (px)

Border Colour

Background Colour

Block

NA

Width (px, %)

Height (px)

Indent Spacing (px)

Rounding (px)

 

Border Style

Border width (px)

Border Colour

Background Colour

Show rounded corners

Supported Elements List in Feature Areas

The table below outlines which email template builder elements are supported in various feature areas. This information assists admins in creating email templates effectively.

Elements Email Assist P360 Playbooks Gainsight Assist Journey Orchestrator

Survey (Button , Link)

Yes

Yes

Yes

No

Yes

Inline Survey Question

No

No

No

No

Yes

Report - Inline

Yes

Yes

Yes

No

Yes

Report - Attachment

No

No

No

No

Yes

C360 layout

No

No

No

No

Yes

Text

Yes

Yes

Yes

Yes

Yes

Image

Yes

Yes

Yes

Yes

Yes

Video

Yes

Yes

Yes

Yes

Yes

Social

Yes

Yes

Yes

Yes

Yes

Button

Yes

Yes

Yes

Yes

Yes

Token

Yes

Yes

Yes

Yes

Yes

Blocks

Yes

Yes

Yes

Yes

Yes

Divider

Yes

Yes

Yes

Yes

Yes

HTML

Yes

Yes

Yes

Yes

Yes

Default Mapping Support
Elements Email Assist P360 Playbooks Journey Orchestrator

Survey (Button , Link)

Yes

Yes

Yes

No

Report - Inline

Yes Yes Yes No

General Settings

General Settings enables you to configure settings for Template Body, Email Content Area, and mobile responsiveness of elements. 

Template Body

The Template Body section allows you to configure padding for the Template Body and change its background color.

To configure padding and background color for Template body:

  1. Navigate to General Settings.
  2. Click Template Body

For Background:

  1. Click the filled color box besides Background. The color palette appears.
  2. Select a required color.
  3. Click outside color palette to apply changes. 

For Internal Padding:

  1. Enter the required value to the Top, Bottom, Left and Right sides to apply padding between the template body and email content area.

     Note: You can apply maximum 40px padding for all the sides.

Screenshot 2023-08-03 at 8.35.04 PM.png

Email Content Area 

You can configure settings such as padding, width, background color and more for Email Content Area. 

To configure settings for Email Content Area:

  1. Navigate to General Settings.
  2. Click Email Content Area.
  3. Provide the following details:
    1. Fluid Width: Select the Fluid Width toggle to make the email width dynamically adapt to the screen size of the device in which it is viewed.
    2. Width: Enter the required width (630px is the recommended width).

Note: Clicking the Close icon beside the Width field makes the email width fluid.

  1. Background: Select the required background color.
  2. Font: Select the required font.
  3. Font Size: Select the required font size.
  4. Font Color: Select the required font color.
  5. Internal Padding: Enter the required value to the Top, Bottom, Left and Right sides to apply padding between the email content area and containers. 

Note: You can apply a maximum 40px padding for all the sides.

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Mobile Settings

You can turn ON the Mobile Responsive toggle switch to ensure that all the elements in the selected container or email content area are clearly visible on mobile devices for an optimal user experience.

Screenshot 2023-08-03 at 12.56.44 AM.png

Note: You can also manually turn OFF the Mobile Responsive toggle switch from the Style tab for specific image or video thumbnail, if required.

Code Editor

The Code Editor option enables you to write or edit HTML code for building email templates. Following editing options are available in the HTML editor:

  1. Increase Font Size: Click the A+ icon to increase the font size of HTML code.
  2. Decrease Font Size: Click the A- icon to decrease the font size of HTML code.
  3. Fold/ Unfold Code: Click the Fold/ Unfold Code icon to collapse or rewind the Code Editor section.
  4. Format Code: Click the Format Code icon to arrange the existing code in HTML editor and remove any formatting errors such as extra space.
  5. Find and Replace: To find and replace text:
  1. Click the Search icon.
  2. In the Find field, enter the search term.
  3. Click the Toggle Replace icon. The Replace field appears.
  4. In the Replace field, enter the replace term.
  5. Click the enter key.
  1. Enable Split View: Select Split View checkbox to split the existing window into Code view and Design view. 
  2. Dock Side: Enables to select preferable arrangement of split view. 

Note: The Dock Side option becomes available only when Enable Split View is checked.

Screenshot 2023-08-03 at 8.38.48 PM.png

Plain Text Editor

You can format plain text emails in JO using the Plain Text Editor option. A plain text email is an email that includes only the text without any formatting, images, or graphics. 

Some of the benefits of using Plain Text feature in Email templates are:

  • Increase in email delivery.
  • Increase in customer interactions(email read rates).
  • Increase in CTA response (link/survey click rates).

Screenshot 2023-08-03 at 8.57.42 PM.png

The following are the features of the Plain Text format:

  • All rich text (including attachments) is converted .
  • Tokens are converted and are highlighted in grey color in Plain text format along with token IDs. Users can click Ctrl + 4 to add or view the list of available tokens used in the existing template.
  • Links (including image links) are converted along with the link text.

Notes:

  • Images without links are not converted to plain text format. But, images with links are converted to plain text with the name of the image and link.
  • The following options are not supported in Plain Text format:
    • Inline Images
    • Inline Reports
    • Inline Surveys
    • Inline Tabular reports

Preview

The Preview option enables you to view the designed email template before using it in a program or outreach. The following options are available in Preview:

  1. View: The preview is available in the following view:
  • Desktop view
  • Tab view
  • Mobile view
  1. Split View:  The Split View option enables you to select two views among the Desktop view, Tab view and Mobile view simultaneously. Using Split View admin can compare the look and feel of the added elements in the email template.
  2. Share: The share option enables you to copy the shareable link of the email template preview page. 

Note: Recipient needs to have following  permission access from Permission Bundle page:

Navigation Permissions > Digital Journey-> Email Template Preview

  1. Version: This dropdown displays the available versions of the email template. You can select the required version of the email template to preview. For more information on the email template version, refer to the Versions section.
  2. Send Test Mail: Send Test Mail option enables you to enter one or more email addresses to whom the test mail is to be sent. A test mail is sent to test the formatting related issues and to confirm the overall accuracy of the email.

Note: The Send Test Mail option from the Email Template will only send the email without attachments, if there are any.

  1. Dark Mode: Dark mode option enables the display setting that uses dark colors for the background and lighter colors for text, reducing eye strain and enhancing readability in low-light conditions.

Screenshot 2023-08-03 at 9.04.27 PM.png

Versions

The Version option is used to create modified versions of the email template. Versions are multiple forms of the same email, contained within a single email template. 

For Example, a program can be sent to a different segment of customers. 

Example Business Use Case: Versions help you to create the same email template in multiple versions. 

Note: The Default version of the email template cannot be deleted from Versions.

Create Email Template Versions 

To add versions to an email template:

  1. Click plus icon adjacent to Versions. The Create Version window appears.

Note: You can create a maximum of 20 versions.

  1. In the Version Name field, enter the name of the version.
  2. In the Choose an Opt-Out Language dropdown, select an opt-out language.
  3. From Choose a Layout field, select a layout of the version.
  4. Click Create.

Screenshot 2023-08-03 at 9.13.06 PM.png

Note: You can Edit, Clone, and Delete versions by clicking the three-vertical dots adjacent to each Version.

Organize Email Templates using Folders

You can create folders on the Email Templates list page to organize templates. When you click the folder name, all the templates included in that folder are displayed in the right pane. 

Gainsight provides a default folder called Uncategorized where email templates that are not added to folders are stored. You cannot modify the name of this folder or delete it.

The System folder contains predefined email templates for Journey Orchestrator. These templates are read-only, and the folder itself cannot be edited. However, you can clone the templates and make edits to the cloned versions.

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Create a Folder

To create a new folder:

  1. Click the plus icon in the Folders section.
  2. Enter name for the folder.
  3. Click the enter key. The folder is created.

Screenshot 2023-08-03 at 9.15.50 PM.png

Create a Sub-folder:

To create a sub-folder:

  1. Select the folder under which sub-folder is to be created.
  2. Hover over the three-vertical dots besides the selected folder.
  3. Click Create Sub-folder.
  4. Enter name for the sub-folder.
  5. Click the enter key. The sub-folder is created.

Screenshot 2023-08-03 at 9.16.55 PM.png

Delete Folders

A folder can be deleted when it has no sub-folders and it does not contain any email templates. 

To delete a folder:

  1. Select a folder to be deleted.
  2. Hover over the three-vertical dots besides the selected folder.
  3. Click Delete.

Screenshot 2023-08-03 at 9.17.40 PM.png

Rename Folder

To rename a folder:

  1. Select a folder to be renamed.
  2. Hover over the three-vertical dots besides the selected folder.
  3. Click Rename.
  4. Enter name for the folder.
  5. Click the enter key. The sub-folder is created.

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Move Sub-Folders

To move the sub-folder drag a required sub-folder and drop it to the required folder.

Move Email Templates to Folder

To move the email templates to a folder:

  1. Select the checkbox email template(s) that needs to be moved.
  2. Click the Move To dropdown list. The Folders window appears.
  3. Click the required folder or sub-folder.

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Configure Opt-Out Options 

You have several configuration options to control the opt-out experience for email recipients.

Opt-Out Settings

The following are opt-out configuration options:

  • Email Type: Select if the email template is Non-operational or Operational. For more information on operational emails, refer to Operational Emails article from Additional Resources.
  • Select Categories: Select Opt-Out Categories for your email template. You must select at least one category to save the email template. Opt-out categories are configured under the Email Preferences page. For more information on adding categories, refer to Email Opt-Out Configurations article from Additional Resources.
  • Select Page: Select an Opt-Out Page for your email template. The pages available for this field are determined by the opt-out categories selected. If no category is selected, then no page will be available. You must select an opt-out page to save the email template. Opt-out pages are configured under the Email Preferences page. For more information on configuring opt-out pages, refer to Email Opt-Out Configurations article from Additional Resources.

IMPORTANT: According to new regulatory changes, a one-click opt-out footer is now mandatory for non-operational emails. If the footer lacks a one-click unsubscribe link, an error will occur, and administrators will need to make the necessary adjustments.

For the old editor, create the link by selecting text in the footer and clicking on the link option in the toolbar. In the new editor, select text in the footer, click on the link option in the toolbar, and then click on the footer to apply the link.

Operational Emails

Operational emails are intended for sharing important information specific to a customer or based on a specific customer's activity. 

You can send operational emails without including an opt-out message with the Manage your subscription preference settings link in the footer. To mark an email as operational, you have to select the Operational option while creating a template.

Contacts who have unsubscribed to regular emails from Journey Orchestrator will receive operational emails regardless of the categories they have unsubscribed from. For operational emails, the Power List size must not exceed 5,000 contacts. 

Notes:

  • You should only use this option when you are sending operational or transactional emails such as reminders for an upcoming renewal, or welcoming a new customer. 
  • You can schedule an Operational email any number of times in a day.

Opt-Out Message

At the bottom of the email template, the opt-out message appears for all non-operational emails.

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You can click to edit the text of the opt-out message. By default, the message will include two links:

  • Clicking the first link automatically unsubscribes the user from all the emails within the same category as the email they unsubscribed from.
  • Clicking the second link  the Manage Preferences page in a new tab. On this page recipients can select specific categories to opt-out from, and provide a reason for why they are opting out. You can select the page to be displayed under Opt-Out Settings section. By default, the Manage Preferences page displays as shown in the image below:

Note: The opt-out message links will not work for test/preview emails.

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For more information on how to send emails without the opt-out message, refer to the Operational Emails section.

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