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