What is the Email Template Workspace?

The Email Template Workspace is the place in Argenta where you design, edit, and send email templates. It combines a full HTML editor with email sending controls in one workspace.

The workspace controls: save, and the two ways to send.

What you can do in the Email Template Workspace:

• Design your email using the rich HTML editor with formatting tools, images, documents, tables, buttons, and more
• Insert merge tags for personalization by clicking the tags icon in the editor toolbar
• Set the From email address and Subject line, including merge tags in the subject
• Send to a single recipient by searching for a constituent
• Send to a mail room list for batch email campaigns with scheduled delivery
• CC team members so internal staff receive a copy of the email
• Save, copy, or delete the template

The editor toolbar, with the Tags button for merge tags.

How to access it:

1. Navigate to the Communication from the main menu
2. Click Email Templates
3. Click on any existing template to open it, or add a new template first
4. Click the Template Design tab to enter the Email Template Workspace

The Template Details tab. District and Precinct also appear on political teams.

The Email Template Workspace also has a companion Template Details page where you can set the template's associated campaign, organizational hierarchy assignments (chapter, division, department, district, precinct), and record-level permissions like View Only and Lock.