How to create email templates
2. Navigate to the Templates section
3. Click New Template to create an email template
4. Select the relevant module for your template
5. Click Next to customise your email template
6. Select Blank to start designing a campaign type email template or Insert HTML/Plain text for a day-to-day email communication
7. Name your new template
8. Add a subject line that grabs attention
9. Drag and drop in elements to start creating your template
10. Type # and then select the field name to add relevant fields from each module
11. Add images to make your email visually appealing
12. Upload a file from your computer
13. Insert your chosen image directly into your email design.
14. Preview your email before sending it out
15. Switch to Mobile view
16. Edit or review your email or send yourself a test email
18. Select a folder for organised storage
19. Save your template in Public Email Templates for your whole team to use
20. Confirm your save to make this template available right away
20. Select the module to send an email
22. Easily insert an email template to save time and keep your messages consistent
23. Choose a relevant template
Related Articles
How to Create an Email Signature in CrewDone
1. Head to system settings to setup your email signature 2. Select Email under Channels to manage email options 3. Click Add New Signature 4. Pick the sender address so the right signature appears on your emails 5. Use the formatting toolbar to ...
How to Create and Send Estimates & Invoices in CrewDone
1. Start by selecting the Jobs module: 2. Select the specific job card you wish to add a quote or invoice to 4. Navigate to the Finance section: 5. On the Finance tab, access more quote options to swiftly manage or initiate new quotes for this job 6. ...
How to create a custom Kanban/Card View
1. View more options using this dropdown. 2. Create a customised Kanban view to tailor job tracking to your needs 3. Choose a field to organise your Kanban board 4. Categorise your Kanban view by property type to view Jobs by Property type 5. Choose ...
How to Join the CrewDone Trial from outside of Australia
1. Go to www.zoho.com/r/signup.html and Change Country to Australia to create your Zoho account 2. Sign in with the email you used to register for the trial 3. You will see confirmation of your new account 4. Check your email for a link to verify ...
How to send mass emails from the Kanban view
1. Select the module you want to send an email from 2. Select all records in the Kanban view 3. Choose Send Email 4. Select a template 5. Preview and Select the email template you would like to use 6. Add a follow up action or click Send 7. Schedule ...
