Comprehensive Guide to Email Template Library

Email marketing is an excellent method for reaching your target audience and fostering relationships with potential customers. By using this strategy, you can convert interest into actual sales and track how clients engage with your brand, helping you identify the most successful approaches.

Although the benefits are undeniable, designing effective emails can be labor-intensive and challenging. Outsourcing the task can also become quite costly. Therefore, we suggest leveraging pre-built email templates to speed up the process and reduce expenses.

You can easily modify and access these Email Templates directly from your account. Simply navigate to the Marketing section and select the Email Templates option.

Click "New" and choose "Email Marketing Templates" to open your Email Template Library, where all available templates will be displayed.

Browsing and Categorizing Templates

Templates can be sorted into various categories:

• All Templates: Displays all templates available in your system.

• My Templates: Shows templates you’ve personally created or uploaded.

• Shared With Me: Displays templates shared by others.

• System Templates: Includes standard templates that are accessible to all users within the CRM.

Organizing Templates for Easier Access

You can organize your search results by filtering through different categories. For more precision, you can add tags to narrow down templates relevant to your business or specific campaign.

Additionally, sorting options are available by clicking on the drop-down menu located at the top right corner.

Viewing and Editing Your Selected Templates

Once you find a template that suits your needs, click on it for a detailed preview. This will also display useful information such as associated tags and template details.

To use a template, simply click "Continue." The template will download, and within moments, the email editor will open, allowing you to customize the content according to your requirements.

Note: If the template creation process started within a specific folder, the file will be saved there. Otherwise, it will be saved to the general template list.

By utilizing these email templates, you can simplify the marketing process, boost productivity, and focus more on building stronger relationships with your customers to increase sales.