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Templates

The Templates section is where you can manage the default header and footer content for the email messages you create in Ortto.

Most of the header and footer content is only configurable from the Templates page, not when creating an email message. The exception is the footer reaction text, and the colours for the footer text, social icons, and reaction icons, which you can change when creating an email.

When you create an email message, if you don't want to use the default header and footer, you can delete each section (row) at the Content step. Note that if removing the default footer, you must consider the requirements to include an unsubscribe link and your organization's postal address.

Learn more about customizing your email footer.

Header menu

The Header menu section allows you to add up to 5 links to the email header.

Click Add link to input the link name and URL.

Ensure you include https:// or http:// when inputting the URL so the link is valid.

If needed, click the trash icon to remove a link.

Email compliance postal address

Adding your organization's postal address is required to comply with the Controlling the Assault of Non-Solicited Pornography And Marketing (CAN-SPAM) Act requirements. CAN-SPAM is a United States law that requires commercial email (and other messages) to meet 3 key areas of compliance: unsubscribe, content, and sending behavior. Learn more about CAN-SPAM.

The postal address must be a physical address. When you start typing into the input box, you'll be able to select an address from the options provided.

Email sharing and view online

In the Email sharing and view online section, you can show or hide the Forward and View Online buttons in your email footer.

The options are:

  • Subscribers can forward email to a friend — Selecting/deselecting this option will show/hide the Forward link.
  • Subscribers and anyone with a link can view emails online — Selecting/deselecting this option will show/hide the View online link.
  • Allow people to subscribe when viewing an email online — This option is only available when Subscribers and anyone with a link can view emails online is selected. When enabled, this option adds a Subscribe button to the email when viewed online.
    Subscribe button showing when viewing the email online
    Subscription form shown when a person clicks "Subscribe"
  • Allow people to share when viewing an email online — This option is only available when Subscribers and anyone with a link can view emails online is selected. When enabled, this option adds social icons with links that enable the person viewing the email online to share your content via LinkedIn, X (Twitter), Facebook, or email.
Sharing options shown when an email is viewed online

Custom text

In the Custom text section, you can add text that you want recipients to see, such as a disclaimer or terms.

Click Add text to add your custom text.

You can add up to 8000 characters, as well as make text bold and add links.

Social icons

You can add up to 6 social icons to your email footer.

Click Add social icon then select the relevant platform from the list. Then, input your social URL.

If needed, click the trash icon to remove a social icon.

Email reactions

For the email reactions shown in the email footer, you can edit the text that introduces the icons.

The changes you make to your default header and footer content are shown in the preview on the right-hand side of the page.

If you have language translations enabled at Settings > General > Language > Translations, you can preview the content in these languages.

Header and footer content preview language picker

Currently, only the footer links are automatically translated.

Example footer links automatically translated to French

When you make changes to the header and footer content, click Save & exit to finish.