Email Campaign Templates

Overview

This tool allows you to create and save templates for the email campaigns you send most often. These can be stored and accessed from the main Email Campaigns page for quick access. After selecting your template to use, simply add your recipients and send the email immediately or schedule the email campaign to go out at a later time!

Workflow

New/Draft Emails:

1. Select the desired layout for your email campaign and select Next to be taken to the Edit tab. From this tab, fill in all of your details and select Save As Template: 

2. Enter your name for the template and select Save:

Using your Email Templates:

1. Navigate to CRM > Email Campaigns, and select the Templates tab:

2. Select the drop-down arrow to give you the following options: Create Email, Edit Template Name, or Delete Email Template. In addition, you can search for specific email templates, choose what column headers you would like to show or hide on the Templates table or select the settings gearwheel to navigate to BCC Integration or Email Settings (top right).