Tutorial-Create Email Template

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.

 

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