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.
Title
Here you will see the email title as well as who created it, and the date it was created or last updated.
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.
Edit
You can edit your existing email campaigns here and remember to save any changes you make before exiting the edit page.
Clone
You can clone an existing email template without having to build an email all over again by clicking this icon.
Action
Clicking here will further open up more settings for your email templates as explained in
the steps below.
View
View
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.
Share
This will allow you to only share your email template with other accounts within your CRM.
Achieve
Achieve
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".
Delete
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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