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:

1

Go to Marketplace

  1. Go to the CRM Marketplace.

  2. Look for the available email templates:

    1. Modern

    2. Geometric

    3. Minimalist

    4. Vivid

    5. Formal

2

Install Email Templates

  1. Click onto the email template you wish to install.

  2. You will be redirected to the template details page with more information.

  3. Click "Install" again to install the template.

2. Using Email Templates

To start using email templates, follow these steps:

1

Fill in Recipients & Email Subject

  1. Select the recipient(s) of the email. You can choose individual clients, client groups, client tiers, or individual leads.

  2. Enter the email subject.

2

Apply Email Template

  1. Select your preferred email design template and click onto it.

  2. The template will immediately be applied to your email content.

  3. Amend the email content as needed.

  4. 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.

  5. The same notification will appear if you change email templates, so it is recommended to select your desired template before configuring the email content.

  6. You can also remove the template by clicking "Remove Template". Doing so will clear all email content associated with the template.

  7. 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.

3

Send Email

  1. Click "Preview" to review the email.

  2. Click "Save as draft" to save the email and send it later.

  3. Click "Send" to deliver the email.

  4. The email will be recorded, and you will be able to see its status accordingly.

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