Simple Method - Email Design Templates

To generate an email using the Simple Method - Email Design Templates, brokers will need to install the pre-built email design templates via CRM marketplace.

A) Marketplace Installation

To install the email design templates from CRM marketplace, follow the steps below:

Step 1

1. Navigate to CRM Marketplace.

   
2. There are various email design templates available:

   • Modern

   • Geometric

   • Minimalist

   • Vivid

   • Formal

3. Search for the preferred email design and click "Obtain".

   

Step 2

1. Brokers will be redirected to a dedicated details page that offers comprehensive information about the email design template.

2. Click "Obtain" to proceed with the installation.

   

B) Use of Email Design Templates

Step 1

1. Select the recipient(s) of the email. Brokers can either select via each individual client, client group, client tier or to each individual leads.

   
2. Fill in the email subject.

   

Step 2

1. Select the preferred email design template and the template will immediately be applied to the email content.

   
2. Amend the email content.

3. Click "Preview" to preview the email.

4. Click "Send".

   

Step 3

1. Brokers can amend the email design template by selecting a different email template.

2. Brokers will be notified that upon applying an email design template, the existing email content will be cleared and replaced. Click "Confirm" to proceed.
3. Upon confirmation, the email template will reflect accordingly. Brokers can then amend the email content before sending it out to their clients.

Step 4

1. Brokers can remove email design templates, by clicking "Remove Template".

   
2. Brokers will be notified that removing the template will clear the email content completely. Click "Confirm" to proceed.