Simple Method - Email Templates
To generate an email using Email Templates, you first need to install the templates via the CRM Marketplace.
1. Marketplace Installation
To install the email templates from CRM marketplace, follow the steps below:
2. Using Email Templates
To start using email templates, follow these steps:
Apply Email Template
Select your preferred email design template and click onto it.
The template will immediately be applied to your email content.
Amend the email content as needed.
If you have existing email content, a popup will appear when you select a template to inform you that applying the template will clear all current email content. Click "Confirm" to proceed.
The same notification will appear if you change email templates, so it is recommended to select your desired template before configuring the email content.
You can also remove the template by clicking "Remove Template". Doing so will clear all email content associated with the template.
The selected email design template may not display correctly with some email providers. It is recommended to test the email before sending it to clients to ensure proper formatting and appearance.
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