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.

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

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 Design tab to enter the Email Template Workspace

The Email Template Workspace also has a companion 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.