Importing Custom Email Templates

  • Updated

You can import custom HTML templates into Act-On to match your organization’s branding and message design. This allows you to use externally created templates while still benefiting from Act-On’s personalization, tracking, and campaign management tools.

Quick Reference (Advanced Users) – Click to Expand
  • Purpose: Import an external HTML email design into Act-On as a template or message.
  • Options: Use the Email Composer or, for older accounts, the Legacy Email Composer.
  • Format: Upload an HTML file, text version, or zipped folder containing both.
  • Editing: Once uploaded, templates can be modified directly in Act-On.
Try it like this: Design your email in an external HTML editor, zip the HTML and any image assets together, then upload the file into Act-On to make it available as a reusable template.

Overview

Act-On email messages can be based on templates for both content and layout. You can create your own templates externally, then upload them to Act-On for use across campaigns and automations.

If you’ve already designed your entire message outside of Act-On, simply upload it during the New Message creation process.

Importing Templates into the Email Composer

The Email Composer supports custom HTML uploads, allowing you to import, preview, and edit templates within Act-On’s interface.

To import an HTML template into the Email Composer:

  1. Go to Outbound › New Message.
  2. Choose Upload HTML to import your file.
  3. Select your saved HTML file or zipped folder (containing HTML, text, and images).
  4. Review your imported layout in the preview window and make any adjustments as needed.

For full instructions on working with uploaded HTML, see Upload HTML Code to Create an Email.

Best Practices

  • Ensure all images referenced in your HTML use fully qualified URLs (absolute paths).
  • Include a text-only version of your message for better deliverability.
  • Validate your HTML for compatibility with major email clients before uploading.
  • Use inline styles instead of external CSS for consistent rendering.

 

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