Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your contacts. Apptivo CRM also allows you to customize your own Email Templates in the Contacts app.
Steps to create Email Template
- Login and access the Contacts app from the universal menu.
- Click on the More(...) icon and selects the Settings.
- In the Settings page, click on the Emails and selects the Email Templates.
- From the Email Templates, click on the Create button.
- The Create Template page will get open.
- Add the Template Name and the Subject line for the Email.
- You can add the Attributes of the Contacts in the Subject by using the Insert Attributes.
- Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
- Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
- Then, add the message of the Email in the Body section.
- You can also add the Attributes of the Contacts app in the Message body of the email by using the Insert Attributes.
- Then, click on the Create button.
- You can view the Created Template on the List.
- You can also edit and delete the template by using the icons under the Actions.
- Now, go to the Contacts Overview page and click on the Emails tab.
- Click on the Compose.
- The Compose window will appear.
- Click on the Templates Options. You can view the Created Templates on the list.
- By Selecting the templates, you can view the added message with the selected Contacts Details.
- Then, click on the Send.
- The template will be available for Notes as well.
