Email Templates
- William Camargo (Unlicensed)
- Susanna Romanelli (Unlicensed)
What the Email Templates section is about?
On this page, users can create templates for Individual Emails, which are then available to be picked on the Campaign Settings page> Email Settings >Individual Emails.
What are Individual Emails?
Individual Emails are the feature for which when customers are purchasing a product, they will receive an email confirmation related to each order, or else said one confirmation email for the main order and a confirmation email for each one of the upsells purchased along the funnel.
Then, of course, once the items go to fulfilment, customers will receive another email confirmation, this time letting them know the tracking number of the item and another email confirmation letting them know other information related to the delivery and so forth.
Where is the Email Templates section located?
To find this section, follow the below steps.
Log into CRM and go to the left-side menu
Scroll down and click on the Campaign Management
Then click on Email Templates.
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 the Save 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