How to create new mailers using existing mail headers and mail templates

Create a mailer using an existing mail template

How to create new mailers using existing mail headers and mail templates

STEP 1: Edit mailer header artwork

Locate your mailer header on the relevant toolbar and edit the text as required.

STEP 2: Download header image

Download your updated header image and save the image file to a location where you will readily find it.

TIP: Select your image and copy it to your clipboard to easily replace the existing image in your mailer.

STEP 3: Open existing mailer

Download an existing mailer from your toolbar to use as the basis for your new one (either from the platform or a BrandOffice toolbar). Save the file using your new mailer name.
NB: Mailers are Word documents (not templates), so save as a .docx file.

STEP 4: Edit mailer

Edit the rest of the mailer text as required. Preferably, use your BrandOffice toolbar to set required styles.

TIP: To view your mailer as it will appear in Outlook (HTML View) click on VIEW Web Layout. 

STEP 5: Upload the new mailer

Upload the new mailer to the toolbar and SAVE. Find the desired folder (or create a new folder), right-mouse click to open the menu and select Add Bundled Content Insert.  Select the Word document (.docx) containing your complete mailer.

The following fields need to be specified:

Name: File name (remember that this gets used in Brand Search so needs to match what a user might expect to find when searching for the mailer)
To Address: If your mailer will always be sent to the same recipient e.g. an internal instruction email, you can pre-fill in this email address here. 
Subject: This is the text for the email subject line, which will be automatically autocompleted when users access the mailer from t he BrandMail toolbar
Document Template: This is your MS Word Content Insert (.docx)
Bundled Files: Should attachments be required for your mailer, please upload each attachment individually. 
Owner: This field is not mandatory to complete but will assist you with template maintenance when identifying templates which are managed by designated "document owners". Also see how to add document owners.

Availability: As a default the mailer will become available immediately. Should the mailer only need to be active at a future date, you may specify a start date by clicking  AVAILABILITY.

STEP 6: Sync and test

Synchronize your BrandMail toolbar and test your mailer to ensure it is working as expected.

The mailer will become available to users through their normal synchronization cycle. If you would like the mailers to sync to the workstations immediately, force a sync at the user, division or company level.

    • Related Articles

    • Working with BrandMail Mail templates

      Getting the most out of BrandMail mail templates Before getting started with mail templates, it is useful to ensure your Microsoft Word settings are optimised for the creation of mail templates. Here are some settings to check before getting started. ...
    • Adding drop-down fields to mailers

      How to add drop down fields to mail templates Mail templates create efficiencies for your users by giving them access to pre-approved mailers and content to use when creating new emails or replying to existing emails. Additional efficiency is created ...
    • Template bookmarks

      About template bookmarks Template bookmarks create great operational efficiency and ensure consistent use content across all documents generated by your organisation. They also reduce operational risks associated with content not being updated ...
    • Add brand resources to toolbars

      Add brand resources to your BrandMail toolbars Both BrandMail Desktop and BrandMail Web cater for brand resources to be added and accessible from the BrandMail toolbars. These include: Attachments (e.g. brochures, collateral, rate cards, etc. It's ...
    • BrandMe Page Header and Footer Banners

      Add Multiple BrandMe Page Headers and Footers BrandMe pages just got even better with the introduction of rotational BrandMe page header and footer banners. Add multiple headers and footers for multiple user groups and leverage your digital marketing ...