Guide to Creating Templates

Templates can be managed in Settings > Templates. The user permission for 'Enable user to manage templates' is required.

The Editor Toolbar

The editing tool can be used to create basic or sophisticated templates depending on skill level. Here is an overview of the tools included and examples of templates created with the FLG editor.

Page Tools

The button is used to switch between the design view and code view. The Code view allows you to work with the html code. A new page button allows you to add a new page, clearing the existing page. The preview button  allows you to see a preview of the template in a new tab of your browser.

Clipboard & Print Tools

You have the option to Cut highlighted content, Copy highlighted content and there are three Paste options. Standard Paste , which keeps the formatting of the pasted content. Paste as Plain Text which removes all the formatting. And Paste from Word , which is used for pasting content copied from Word. The Print option allows you to print the template.

Editing Tools

You have the option to Undo the last action, Redo the last undone action, Find , Replace , Select All and Remove Formatting .

View Tools

You can maximise the editor window to fill a full tab or window and show blocks to highlight block level elements. 

Insert Tools 

The insert tools provide you with the tools to insert images , tables , horizontal line , smiley's, symbols and page breaks for printing .

Formatting Tools

The editor also provides tools for inserting numbered list and bullet point lists . You can increase the indent , decrease the indent and insert a block quote .

Link Tools

The link tools provided allow you to insert links , remove links and insert page anchors .

Paragraph Formatting Tools

You can choose to align text to the left , centre , right and justify the text.

Text Formatting Tools

The text formatting tools allow you apply Bold , Italic , Underline or Strike Through styling to the text. You also have the option to change the text colour and select a colour to highlight the text with.

Using Tables for Layouts

Tables can provide an easy way to create layouts. The below image shows an example of where tables have been used to create a news letter style template.

The first table was inserted with 3 rows, 0 columns and the border value set to 0. Settings the Border to zero removes the table outlines once the email is sent / letter is printed.

The second table was inserted into the second row and this has 2 columns and 1 row. Again with a border value of zero. 

Cc/Bcc email address

When creating an email template you have the option to add Cc or Bcc email addresses either by referencing email field template variables or by inputting an email address directly into the fields.

Any email address added to these fields will receive a copy of the email when the template is sent by a workflow or lead action.

If you send the template manually from a lead or via a bulk action you will have the option to edit or remove the email addresses before sending.

Please note that when sending an email via a bulk action, if it includes Cc or Bcc email addresses, they will receive an email per lead contacted.

Need more help?

We always aim to provide great support to everyone. Contact our support team for help and advice or let us know how we can improve FLG on our feedback site.