Create an Email Template

Create an Email Template

To create an Email Template click the Templates link on the top right of the screen,
you have a couple options, you can Start Fresh, or access an existing template

Select relevant option to open email editor

    • Related Articles

    • Create an Email Campaign

      Email campaigns are a great way to communicate with your prospects and customers. It is a popular and cost effective method of direct marketing, which allows you to convey your message and your brand. For this reason, we recommend utilising email ...
    • Create a New Role

      To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...
    • Email Editor Overview

      The Email Editor allows you to quickly and easily create polished emails using a drag and drop method. This style system is so easy to use it makes creating emails scalable for anyone. The email editor displays the email that you are working on The ...
    • Create a SMS Campaign

      SMS is a great way to communicate to your contacts on an instant basis. SMS/Text can be used for marketing and transactional uses. Some examples of sms use-cases include: Reminders Time Sensitive Offers Special Events Last minute event updates Urgent ...
    • Set up a Confirmation Email

      A confirmation Email is an email that is sent after the contact has submitted the form. Confirmation emails are a great way to communicate to new contacts and can be personalised using mail merge. Often times confirmation emails are the contacts’ ...