Email Builder

Modified on Wed, 03 Aug 2022 at 03:56 PM

Email Marketing - Templates

In this section, you will get a detailed walk-through of all the features available in your CRM to build and run email campaigns and promotions like a pro.

This is the homepage of your email builder. Here you will find any existing email templates you have built, make new email templates as well as edit an existing email template.

All existing email templates can be found here.


Here you will see the email title as well as who created it, and the date it was created or last updated.

Last updated

Once you save any changes made to an email template, the date and time the changes were made will be updated and seen here.


You can edit your existing email campaigns here and remember to save any changes you make before exiting the edit page.


You can clone an existing email template without having to build an email all over again by clicking this icon.


Clicking here will further open up more settings for your email templates as explained in 
the steps below.


This will allow you to Preview your email template. You will be direct to a page where you can see what the email will look like when it's sent out.


This will allow you to only share your email template with other accounts within your CRM.


This will allow you to Archive your email template. You can easily unarchive the email by clicking on the "action" drop-down of the archived email and select "unarchive".


This will allow you to Delete your email template. When you hit delete, this email will be permanently removed from your account.

Email Marketing - Scheduled

Any email campaigns scheduled to go out for a later time and date can be filtered by clicking here.

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