Email templates are predefined message models that can be easily customized and used for different purposes
In the main menu, click on 'Relate' and then 'Emails';
Click 'New';
After filling in your email information click on 'Choose Template';
Next, choose which Template model you want to use. If you prefer, choose models more similar to the segment of your email. For example: Promotion.
By selecting your Template model, you will be able to edit it the way you prefer, being able to change Email name, images, texts, add Links to your social networks among others.
Once done click on Save, to save your email template.
To create an Email Template, follow these steps:
Click on the name of the email you want to make the Template for;
Next to the "Back" button, click the 3 dots and choose "Create Template";
Configuring your template to save;
Name: Enter for the identification of your template;
Image: Insert an image to identify your template;
Description: Describe in detail what the template refers to;
Public Template: If enabled, all system users will be able to view and edit the template;
Share with: All selected users will be able to view and use the template;
After making changes, click “Save Template”.
Your Template has been saved and created successfully!
