Guide to Using the Save Elements Feature in Email Templates

This guide is designed to help CRM users, from beginners to advanced, make the most of the "Save Elements" feature in email templates. This feature is particularly useful for streamlining workflows by enabling the quick reuse of common design elements such as headers, footers, and social icons. With this tool, you can enhance your productivity and maintain consistency across all your email communications.

Introduction to the Save Elements Feature

The "Save Elements" function is a recent enhancement within the CRM platform, aimed at simplifying email template customization. This feature allows users to save commonly used design elements so they can be easily reused in future templates, saving both time and effort. It is designed to promote efficiency and consistency in your email marketing campaigns.

Step-by-Step Guide to Using the Save Elements Feature

To effectively use this feature, follow the steps below:

1. Accessing the Feature:

• Open one of your email templates in the CRM.

• Hover over the element you want to save, such as a header, footer, or an image, and a save icon will appear next to the element.

2. Saving an Element:

• Click on the save icon to store the element.

• Once saved, you can find and manage the element in the "Saved Items" section. Here, you can rename or delete saved elements as needed.

3. Reusing Saved Elements:

• When editing or creating a new email template, navigate to the "Saved Items" section to access previously saved elements.

• Drag and drop the desired element into the new template to streamline the design process.

Practical Use Cases for the Save Elements Feature

For example, if you are running multiple email campaigns that need to maintain a consistent look, you can save key elements like your company’s branded header and footer. This allows you to quickly apply them to new templates without having to recreate them each time. This not only speeds up your workflow but also ensures brand uniformity across all communications.

Troubleshooting and FAQs

Q: Why isn't my saved element appearing in the 'Saved Items' section?

• Ensure you have clicked the save icon properly. If it still doesn’t show up, try refreshing the page or checking your internet connection.

Q: Can I share saved elements with my team?

• Currently, saved elements are only accessible to the user who created them. Future CRM updates may introduce sharing options.

Q: Is there a limit to how many elements I can save?

• There is no strict limit, but it is recommended to regularly manage your saved elements to keep the section organized for easier access.

This guide aims to empower you to take full advantage of the Save Elements feature, boosting your email template creation process while maintaining consistency across all your campaigns.