Creating a new Email Template:
- Mouse over “Sales & Marketing” tab
- Move cursor to “Email Marketing”
- Click “Email Templates”
(00:15) This will bring you to the list of templates.
- Click “Create New”
- Give new template a name
- Set the person who is sending the email
- Set the person who is receiving the test emails
- Make it Active
- Click save
(00:50) Now move to the Email Template.
- Give email a subject (keep this generic)
- Modify yours to be more specific based on your email campaign
- Go to the Database Tool and insert the current date (01:23)
- Write a salutation (use Database Tool to insert First or Last name)
- Add more lines to the body of template
- Use Database tool to insert Company Mission (02:25)
- Use the Database Tool to insert your Company Name, Address and Logo.
- Click Close (this also saves your data)
You should now see your new active Email Template.