---
title: "Email Templates"
slug: "email-templates"
updated: 2026-03-13T17:28:03Z
published: 2026-03-13T17:28:03Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Templates

Many institutions want to include their institutional branding when sending email communications to a population. Rather than recreating the branding from scratch when creating every new email message, you can create an email template that contains a header, footer, or other formatting elements. This is also a good time to ensure that marketing emails comply with the [requirements of the CAN-SPAM Act](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business).

## Creating a template

1. Click **Deliver** on the Slate navigation bar. The **Deliver** summary page appears.
2. Click **New Mailing**. A **New Mailing** popup appears.
3. Enter the following configurations:
  - **Name**: Give the template a simple and informative name.
  - **Folder**: Select the Templates folder. A message appears regarding special folders. **Do not** select sub folders for templates.
  - **Method**: Select Email.
4. Click **Save**. Slate displays a modified version of the Deliver message without an **Edit Recipient Lists** button.

## Editing the template

Start by making one basic institutional template. Once you are familiar with creating templates, start strategizing the development of additional email templates (for example, marketing templates versus transactional templates).

To edit the template:

1. On the summary page for the mailing, click **Edit Message**. An **Edit Message** popup appears.
2. Add your institutional branding with the WYSIWYG editor resources found on the editor’s toolbar.
  - **Image**: Add images by clicking **Image**.
  - **Table**: Add a table to your message by clicking **Table.**
  - **Source**: Edit or create the HTML for your email template by clicking **Source.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Toolbar buttons(1).png)

Other than in the Sender field, no additional information should be added to the other fields. Remember that this is an email ***template***, so these fields will automatically populate whenever this format is selected.

#### Merge fields in templates

There are no merge fields available for use in a template because no recipients are associated with this mailing. Do not manually add merge fields to an email template. Merge fields should be added to the individual emails to ensure that the export fields match.

#### Recipients / Send button

These settings are unavailable within a template. This is expected, as templates do not use a recipients list. Therefore, a message can never be sent from this screen. Action item options are not available in this interface.

## Accessing a template

A list of existing templates can be accessed from the Deliver summary page by clicking **Templates**on the right-side menu.

## Loading a template into a Deliver message

Saved email templates are available from the template menu. Access the template menu in the Edit Message toolbar when building form communications, event communications, or Deliver campaigns. The template menu will display all items saved in the Templates folder.

All details from that template will then automatically populate the message window. Once complete, add merge fields and other message details as desired.

#### Create a new mailing from a template

To load a template when creating a new mailing:

1. On the **Deliver** summary page, click **New Mailing**. A **New Mailing** popup appears.
2. Set the configuration items as desired.
3. For **Template**, select an existing template from the list.
4. Click **Save**. The mailing summary page appears with the template content in place.

#### Add template to existing mailing’s content

To load a template for an existing mailing:

1. On the **Deliver** summary page, click an existing mailing. The mailing summary page appears.
2. Click **Edit Message**. And **Edit Message** popup appears.
3. Click the **Templates** button on the WYSIWYG editor’s toolbar. A **Content Templates** popup appears.
4. To preserve the email’s content, de-select **Replace actual contents.**Otherwise, email content is overwritten by template content.
5. Select the desired template to use. The template content appears in (and, if **Replace actual contents**is selected, overrides) the message body.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/toolbar and Content Templates.png)