Email Templates

Be sure to fill out your Mailing Merge Profile prior to setting up a email template and sending emails.

In the CRM Action Center select the Email Templates button or the gear icon from anywhere in the CRM.
- 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.
- Choose Template to Edit or...
- Find template in a folder.
Select Edit with Content Designer button to begin. See next steps in this tutorial below.

Edit Email With Content Designer

Video Overview
Note the three tabs on the right of Content Designer:
Content | Rows | Settings
Content 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.
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.
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
Preview your email
- Make sure to Save Changes.
- Select Done Editing button when finished.
After saving, the email landing page returns. From here:
- Attach a file.
- Add Intelligent Links
- Send a Test Email