How to Create and Manage Email Layouts

Let's Learn

• Adding an Email Layout
• Editing an Email Layout
• Copying an Email Layout
• Default Email Layout
• Previewing an Email Layout
• Applying an Email Layout to a Panorama Peer-to-Peer or Campaign Project
• Deleting an Email Layout

The ability to create an email layout has been added to Panorama Peer-to-Peer and Campaign projects.  You can set the header and the footer in the email layout and later apply the layout to future emails.

Adding an Email Layout

Step 1: To add a layout, simply click on the Profile option under the Account drop-down menu in the common navigation bar.

Important Note!

Organization Logo, Mission statement, will be managed from the Profile section now. For more information on how to manage your Organization’s profile in Panorama click here. 

Step 2: A new email layout can be added by clicking on the Add New Layout button.

Step 3: Once you enter the layout, you will be able to add a layout name by clicking in the Layout name box and typing in the name you choose.

You can also add text or an image to the header or footer by clicking on each one and using the text, and image tools to add desired content. When adding an image, click on the image icon, then click on browse server to upload an image or a logo from your computer.

Once you have added all images and text to your Layout and saved the changes, the layout will be added to the Profile page.

Editing an Email Layout

Step 1: The Email Layout can be updated by clicking on the Edit Layout link.

Step 2: You will be taken to the editor, where you can change the name of the layout, the header, and the footer. Any new emails using this layout will use the updated version.

Copying an Email Layout

You can copy an existing email layout and add it as a new layout. The email layout can be copied by clicking on the Copy link under the layout.

Default Email Layout

The default layout for an organization will be the organization’s logo in the header and the organization’s address in the footer.

The default layout will be applied to the emails for which no layout has been chosen.

The default can be changed by editing the layout and making the layout the default. The default layout cannot be deleted. You must choose another default layout before deleting the current one.

Preview Email Layout

The email layout can be previewed to see how the actual email will look when the layout is applied. To preview the email layout, click on the Preview link under the layout.

Applying an Email Layout to a Panorama Peer-to-Peer or Campaign Project

Step 1: To apply an email template to a Panorama peer-to-peer or campaign project, select the peer-to-peer or campaign project you want to apply the template to, then navigate to the Email Templates tab under the Details tab of the project.

Step 2: Click on the Select Layout drop-down menu to choose the layout you wish to apply.

Important Note!

All the emails sent out for the event will use the same email layout including any emails sent via the peer-to-peer engagement tools. 

Deleting an Email Layout

Step 1: Select the option to Edit the layout you wish to remove

Step 2: On the right-hand side, select Delete

Important Note!

If you delete an email layout that is associated with an event, the email layout for that event will revert to the default email layout.