Create E-mail Templates
How to create E-mail Templates
What do you need?
E-mail Templates
E-mail Templates are going to be very usefull to create effective marketing campaigns. So, in this guide we can see step by step how to create them.
First we have to reach Marketing Campaigns entity and then Email Templates.
In the following screen you must look for the button “+ Create Campaign“
Tools and Fields
E-mail Templates
Here we can see all the tools and fields that are going to help us to give the identity to our template and help us to make it easier to place information.
- Name: this one is very simple, filling this field it’s going to help you to identify the template on your list once created.
- Subject: this is very important because it’s the main line of the e-mail template, the first thing the contacts are going to see.
- Placeholders: this tool is very usefull because it’s going to help you fill information automatically, in this example we can see how to add “contact names” with a place holder that it’ll be replaced with the contact information once arrived.
- Body: here is your time to shine, the body is where you can add the information you want to display to your contacts, everything from gatcha phrases to images, tables, attachments and more.
Example
E-mail Templates
This is how it’ll looks at the very end, once you filled all the important information and designing your template with the tools needed, you can have a realtime preview.
The next step is to save the template.
Already getting used to it?
You can explore what else we have to offer, you can go back to the CRM index.