Tutorials: How to Create an Email Template in the Voxtelesys Portal
Required Access: Voxtelesys Portal
Table of Contents:
- Log in to the Portal
- Email Templates Dashboard
- Creating a New Email Template
- Email Builder Overview
- HTML Editor
- Variables
- Testing
- Save New Version
- Version History and Restoring a Previous Version
- Viewing Versions From the Email Template Dashboard
Last Updated: 8/29/2025
Navigate to the Voxtelesys Portal.
Go to the Channels category, open the email drop-down, and select "Email Templates".
We have updated our navigation sidebar, if your are using legacy navigation please navigate to "Email Templates" which is located in the email drop-down.
Template Title:
The Name of the Template.
GUID:
The unique of ID of the Email Template.
Default Version:
Current version.
Status:
Active or Draft. Active Status Displays the most recently saved version.
Template Creation Date:
Date of Creation.
Template Last Updated At:
Date of last update.
Actions:
Duplicate template, Edit Template Design and Edit Template Details, Delete template.
To create a new template, click the "+Create a New Template" button.
Enter the following:
- Template Name: Give your email template a unique name.
- Description (Optional): Adding a Description helps to identify specific email templates.
Once finished click "Confirm"
Within the email builder, there are the following elements:
A. Email Builder Toolbar: Save Versions, Test Templates, and View Version History from the toolbar.
B. Variables: Variables will automatically appear here as you add them to your HTML template.
C. Live Preview: View your HTML outputs in real time.
D. HTML Editor: Specifically designed for email templates. The HTML editor includes features such as syntax highlighting, auto-completion, and support for variables.
Code Snippets:
Code Snippets are a basic list of HTML templates to get you started with your email template.
Options include the basic HTML template structure, a table with column, heading text, a centered button, and more.
Tidy Up:
The Tidy Up button will clean up your HTML.
Before clicking Tidy Up:
After clicking Tidy Up:
Sanitization:
Before saving, the HTML must be sanitized, this will remove any elements that are not supported.
This Platform supports liquid templating along with injected variables via {{ variable_name }}.
We currently have strict rules on what we support, there is no javascript, or xml allowed. All of these will appear when trying to save or clicking Sanitize. We currently also are strict on what can be clicked inside the Preview Frame, most links buttons will not work. Links will work if you open with a new tab or ctrl+click.
The following message will appear if there are no issues after pressing "Sanitize":
The following message will appear if there is HTML that needs to be sanitized:
If you wish to proceed, click "Apply Sanitization", this will remove or modify any harmful elements.
If you press "Close" instead of "Apply Sanitization" a Sanitization Summary will appear below the HTML editor.
To sanitize all harmful elements click the "Sanitize" button.
Please note, all elements must be sanitized before you can save your template. Templates cannot be saved without sanitization.
You can view any variables on the left side of the email builder. This tab will also keep track of number of instances each variable occurs.
Clicking on the variable in this list will highlight where the variable(s) occurs within the Live frame and within the HTML editor.
Within the HTML editor, the variables will appear in the following formatting: {{variable_name}}
Variables will have yellow brackets and green text.
To test your email template, press the "Test" button above the email preview.
To test an email you must have contacts and validated domains.
You will be directed to a test page where you can send a test email. Under "Send Test Email" you can select the desired version, "to" email addresses, and a "from" email address.
From this page you will also see a preview window; this preview window is not a good representation of what an email may look like across different platforms.
To save a template click "Save New Version" which is located next to the test button.
Enter a version name, the first time you save a version this is automatically set as the default version.
Click "Confirm"
New Version Successfully Saved Message:
When you save another version "default" will be automatically turned off, to set that version as default, toggle on, which will replace the current default.
Name the version, and click "Confirm"
Version History:
In the email builder, you can view version history from the "Version History" drop-down
To view a previous version select a version in the drop-down
Restoring a Previous Version:
To restore a previous version click on "restore version" in the yellow warning alert.
Restoring a previous version will discard any unversioned changes in the current workspace.
Back in the email template dashboard, your template staus will update from "Draft" to "Active" once you save your first version.
To view version history, click on the blue arrow to open the email template drop-down from the table.
From here you can go to the version in the email builder, set a specific version as the default (edit action), and delete older versions.
Please refer to the following tutorials to learn more about email management in the Voxtelesys Portal:
