On this page are explained all the below topics:
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What the Email Templates section is about?
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Log into CRM and go to the left-side menu
Scroll down and click on the Campaign Management
Then click on Email Templates.
What on the Email Templates page?
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Email Templates
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.
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Search bar
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How
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Click on the Edit button
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to
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Once done, click on the Save button (see the below example)
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How to create a new Email Template using the HTML Code
Open the file email and copy all the HTML code
Go to the Campaign Management>Email Template
Click on the Create New button
Fill in the fields and then click on the bottom box and click on the Code button </>
Paste the HTML code in the text box
Click on theSave button
All new email templates will be listed on the Email Template main page (see the below example)
How to edit an Email Template
Click on the Edit button
Users are redirected to the template page to be able to modify it
Once done, click on the Save button (see the below example)
How to delete an Email Template
Click on the Delete button
Confirm the action and the template will be removed
