Page Comparison

...

1. Log into CRM and go to the left-side menu

2. Scroll down and click on the Campaign Management

3. Then click on Email Templates.

What on the Email Templates page?

On the Email Templates page, all the below options are available for users.

Search bar

On the search bar, by typing the name of the template or email type, the system will narrow down the template list:

...

How to edit an Email Template

1. Click on the Edit button

   Image Removed

2. Users are redirected to the template page to be able to modify it

3. Once done, click on the Save button (see the below example)

   Image Removed

How to create a new Email Template using the HTML Code

1. Open the file email and copy all the HTML code

2. Go to the Campaign Management>Email Template

3. Click on the Create New button

   

4. Fill in the fields and then click on the bottom box and click on the Code button </>

5. Paste the HTML code in the text box

6. Click on theSave button

   

7. All new email templates will be listed on the Email Template main page (see the below example)

   

How to edit an Email Template

1. Click on the Edit button

   Image Added

2. Users are redirected to the template page to be able to modify it

3. Once done, click on the Save button (see the below example)

   Image Added

How to delete an Email Template

1. Click on the Delete button

2. Confirm the action and the template will be removed

   Image Added