Creating a Custom Email Template

To begin creating a new email template, navigate to the Templates section within the Conversations tab of your CRM. In the top-right corner, you'll find a green button labeled + Add Template. Click this button to reveal a dropdown menu with two options: 'Add Text Template' and 'Add Email Template'. Choose the Add Email Template option, and a pop-up window will appear, allowing you to enter the necessary details for your custom email template.

Naming Your Template

When naming your template, it's crucial to use clear and consistent naming conventions. This practice ensures that both you and your team can easily find the appropriate template when needed.

Adding a Subject Line

To assign a subject to your email template, locate the box labeled Subject beneath the template title. Input a subject line that will make the email easily recognizable to your recipients.

Crafting the Email Body

The main content of your email is entered in the body section of the template. You can personalize the message by incorporating custom values and trigger links, which are accessible from the dropdown menus at the top of the text box.

Attaching Files

To attach files to your email template, click on the paperclip icon located at the bottom left of the text box. This allows you to easily include images, documents, and other files along with your message.

Sending a Test Email

Before finalizing your template, it’s a good practice to send a test email. Fill in the sender and recipient email addresses in the respective fields below the message body, then click the green Send Test button. Once you are satisfied with the template, don't forget to click the green Save button in the bottom right corner of the text box.

Previewing on Mobile

To see how your email will look on mobile devices, check the preview section on the right side of the screen. This area displays the template content, including body text and any attachments you’ve added.