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Creating Email Templates in VZ

Use this article when you want to create or update an email template in VisualZen (VZ) for consistent branding. Templates allow you to apply headers, footers, and styled layouts across multiple communications and are applied during configuration setup.

🛠 Step-by-Step Guidance

1. Navigate to Email Templates

  • Go to Contents > Email Templates in the Control Panel

  • Click New Template to begin


2. Add Branding Elements

  • Insert your institution’s header (logo, banner, brand colors)

  • Add your standard footer (contact info, disclaimers, social links)

  • Keep the layout lightweight to ensure mobile responsiveness


3. Insert the %BODY% Variable

  • Place %BODY% where the main email content should appear

  • When sending, the selected Body record will automatically insert here

  • ⚠️ Without %BODY%, no message content will populate


4. Save & Title the Template

  • Use clear, descriptive titles so staff can identify them easily later

  • Example: Orientation Student Template – Header/Footer


5. Apply Templates in Configurations

  • Templates are not applied within Subject or Body records

  • Instead, select the template during Communication Configuration setup

  • This applies your branding wrapper around the chosen Body record


🛑 Troubleshooting Tips

  • Email sent without content? Check that %BODY% is included in your template

  • Branding not applied? Confirm the correct template was selected in the Communication Configuration

  • Layout issues on mobile? Simplify the header/footer design and test responsiveness