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- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
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- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
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- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
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Email Templates
Be sure to fill out your Mailing Merge Profile prior to setting up a email template and sending emails.
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In the CRM Action Center select the Email Templates button or the gear icon from anywhere in the CRM.
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- Create a new email template or...
- Select an existing template to edit or...
- Make a copy of an existing template, rename it and add to the appropriate folder.
- Naming of multiple email steps for Autoresponder campaign - add the step number or time period when it will be sent for easy reference e.g. 1 The First Email Name, 2 The Second Email Name, etc. or Day 1 Email Name, Day 30 Email Name, etc.
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- Choose Template to Edit or...
- Find template in a folder.
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Edit Email With Content Designer
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Video Overview
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Note the three tabs on the right of Content Designer:
Content | Rows | SettingsContent Tab
- Functions
- Adding content blocks such as Image, Video, Text, etc.
- Updating image
- Changing font color and padding.
- Select an area to edit. A blue line will highlight that area to edit.
- Functions
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Rows Tab - Watch Video Below
- Create different column layouts for each row.
- Full width
- 1/2 and 1/2
- 1/3 and 2/3
- 1/4 and 3/4
- Drag and drop a row layout to a place in your email.
- Select content tab.
- Drag what type of content you want to add e.g. text, image, video, etc. into the box.
- Create different column layouts for each row.
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Settings Tab
- Global settings for:
- Width of email
- Global styling such as background color of whole email
- Background of the content area of the email
- Font color
- Link color
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Preview your email
- Make sure to Save Changes.
- Select Done Editing button when finished.
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After saving, the email landing page returns. From here:
- Attach a file.
- Add Intelligent Links .
- Send a Test Email