# 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.&#x20;

### <mark style="color:red;">A) Marketplace Installation</mark>

To install the email design templates from CRM marketplace, follow the steps below:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1.  Navigate to CRM Marketplace. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FHodJNGkOiGbD9rFYmfQ4%2Fimage.png?alt=media&#x26;token=f6ff9f58-2a18-4be2-8a65-ed200dbd52d6" alt=""><figcaption></figcaption></figure>
2. There are various email design templates available:&#x20;
   * Modern
   * Geometric
   * Minimalist
   * Vivid
   * Formal
3.  Search for the preferred email design and click "Obtain". \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FFnGiwSYW8jFKgLEOvBZC%2Fimage.png?alt=media&#x26;token=bdaaa7b2-cde8-459d-a44e-47e56f058894" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="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. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FA5ZrEA2s5mzkp0RP1pyA%2Fimage.png?alt=media&#x26;token=87179c69-5926-49ca-9d80-0cdcb695d074" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">B) Use of Email Design Templates</mark>

{% tabs %}
{% tab title="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. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FbkX2ZRgpaj0jglRyHHNu%2Fimage.png?alt=media&#x26;token=98c5da57-c166-4768-83ea-8b3307ba9202" alt=""><figcaption></figcaption></figure>
2.  Fill in the email subject. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FClyHh77cGvSfw1ujfyy8%2Fimage.png?alt=media&#x26;token=a91a2e7d-10cf-43a0-9ecc-15c6675913fd" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Select the preferred email design template and the template will immediately be applied to the email content. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVvE7RcxrhWnu6TN5RudD%2Fimage.png?alt=media&#x26;token=6604ea8d-f905-43c8-8780-77421d9c04db" alt=""><figcaption></figcaption></figure>
2. Amend the email content. &#x20;
3. Click "Preview" to preview the email.&#x20;
4.  Click "Send". \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FiAdfPRqjkQHgfmN1xEMX%2Fimage.png?alt=media&#x26;token=c32a2fb2-1769-456a-b052-51494c36b086" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
1. Brokers can amend the email design template by selecting a different email template.&#x20;
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. \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F7rypJdIzu2tMpuyj5omZ%2Fimage.png?alt=media\&token=5e161fff-5e7a-467a-87e1-1655bfff1e1b)
3. Upon confirmation, the email template will reflect accordingly. Brokers can then amend the email content before sending it out to their clients.&#x20;
{% endtab %}

{% tab title="Step 4" %}
1.  Brokers can remove email design templates, by clicking "Remove Template". \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FwaKhX1m81Fklcfu7bibI%2Fimage.png?alt=media&#x26;token=80a6ca28-90ff-4114-a2e1-7700b1d6bcd9" alt=""><figcaption></figcaption></figure>
2. Brokers will be notified that removing the template will clear the email content completely. Click "Confirm" to proceed. \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FMJldBfN1jwOweREvXIDj%2Fimage.png?alt=media\&token=35b00fb0-0266-4126-8e23-ae097295feb8)
{% endtab %}
{% endtabs %}
