How to use HTML Codes to Design Your Email Templates

Mike Roa

June 27, 2026 16:02 Updated

⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.

If you need help, consider our Migration Training and Full Service Migration packages.

Applies to: R4 Version

Go to the Campaigns menu at the top.
Click on Create Email Template.
In the next page, click on the Paste HTML instead button.
In the popup window, give your email template a name in the Template Name field.
Type or paste in your HTML code inside the Template Source box.
Click on the Create Template button at the bottom once done to review or revise your email template design.

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