Building Email Templates

Modified on Fri, 05 Aug 2022 at 02:57 PM

***NOTE: Depending on your user permissions, you may not have access to all of the components.

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***

Create New Email Template


To create an email using the new Email Builder, click the Email Marketing tab and select "Create email" at the top right. This will allow you to create a new email template from scratch. Clicking here will further open up more settings for your email templates as explained in the steps below.



Select Email Template


You can select the type of email template you would like to work with. You can decide to use a blank template where you can customize your email from the scratch or use the custom templates.



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