Geteilte Anleitung

How to create an email template

Step-by-step guide covering: Click the CRM icon; Click the Message Templates option; Click the New template button; Click the From scratch option.

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·16 Schritte·10 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide16 Schritte

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Message Templates option

    Click the Message Templates option
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  3. Click the New template button

    Click the New template button
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  4. Click the From scratch option

    Click the From scratch option
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  5. Click here to choose a folder

    Click here to choose a folder
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  6. Type "Onboarding Email"

  7. Click here to insert template content

    Click here to insert template content
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  8. Enter the Subject for the Email Template

    Enter the Subject for the Email Template
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  9. Click the Insert link

    Click the Insert link
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  10. Enter the Template Name

    Enter the Template Name
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  11. Click the Insert button

    Click the Insert button
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  12. Click Personalization tokens

    Click Personalization tokens
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  13. Click the Search contact tokens dropdown

    Click the Search contact tokens dropdown
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  14. Click the First Name dropdown

    Click the First Name dropdown
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  15. Click the Insert personalization token option

    Click the Insert personalization token option
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  16. Click the Save template button

    Click the Save template button
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