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Creating an OnTarget from a template

Learn how to create an OnTarget using a template in the Article Library

Allison Becker avatar
Written by Allison Becker
Updated over 11 months ago

  1. Go to Content > Article Library.

  2. Use the search box on the right to locate the template you would like to use.

    1. You may have the following template categories:

      1. Workflow for Firm Communications

      2. OnTarget - Special Report

      3. Announcements & Greetings - OnTarget Templates

  3. Preview possible templates by clicking the ellipsis on each article card and going to Preview Article.

  4. Once you have located the template you would like to use, click the ellipsis and go to Send as OnTarget Mailing. This will open the template in the New OnTarget Mailing screen.

  5. Give the OnTarget a name and, if needed, edit the From field, Subject field, and/or body of the OnTarget.

  6. Click Save Draft.

  7. Preview the OnTarget:

    1. Live Preview will pop up a preview.

    2. Send Preview will allow you to send a preview to your email address. (This is highly encouraged so you can double-check the formatting in your inbox.)

  8. Either send the OnTarget immediately, or schedule it to be sent at a later date and time.

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