To access your email templates and the Email Template Workspace in Argenta:
- Navigate to Communication from the main menu
- Click Email Templates to see your list of all email templates
- Click on any template to open it
- Click the Design tab to enter the Email Template Workspace where you can edit the template content and send emails
What you can do from the Email Template list:
- View all your organization's email templates
- Search for a specific template by name
- Create a new email template
- Click into any template to edit it
What you can do from the Email Template Workspace (Design tab):
- Edit the template body using the full HTML editor
- Insert merge tags for personalization
- Set the From email address and Subject line
- Send to a single recipient or a mail room list
- CC team members on sends
- Save, copy, or delete the template
What you can do from the Template Details tab:
- Set the template name and associated campaign
- Assign organizational hierarchy (chapter, division, department, district, precinct)
- Set record-level permissions (View Only, Lock)