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Creating an Email Template

You can create an e-mail template that you can use repeatedly or as a drip e-mail.

  1. Functions -> Marketing -> E-mail
  2. Use Dropdown to select "Add E-mail Template"
  3. Click 'Select'
  4. Enter an E-mail description, give the e-mail a title (the client will not see this)
  5. Subject, normal e-mail subject line (the client will see this_
  6. E-mail text, normal e-mail text or;
  7. Use HTML to customize
  8. Click continue, this will save the e-mail.
  9. Click on the 'Preview' link at any time to verify your work.  This is always helpful if you are adding URL links to ensure the html has been added properly.

Basic HTML codes

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