Location: E-Marketing Tab > Create Email Template (Located on the navigation bar)
Similar to the system Document creator, email templates can be created to be sent to contacts or they can be used internally to send information to users and affiliates. Email Templates are setup to be sent automatically using triggers, which can be setup for emails to be sent due to system events and changes to the contact's status. For more information about setting up email triggers please go to this page.
Campaign Title - Name of the template as it will appear within the CRM.
Email Subject - Enter what you would like to appear in the subject line of the email here.
Category - Select a category for what the email will be used for:
- Auto-Responders - An email sent as an automatic response to a trigger or data source posting.
- Marketing - Used mostly in conjunction with an email campaign or can be a one-off email to client.
- Notification - To notify client of changes to or milestones regarding their enrollment or can be a one-off email to client.
- Trigger -Used internally or externally to notify users or clients of system events or changes to their clients status.
Shared With - Allows the ability to use, view and edit templates with other users, depending on permissions.
The email templates can and, we strongly recommend, should be created within the 2 available editor windows. Available is a HTML Layout and Plain Text version to create templates in. The HTML editor acts basically the same as our Document editor under the Doc tab. You can create email templates visually in the editor, which is converted into HTML language most all email servers will be able to accept. The Plain Text Alternative is a version that will ignore any style or graphic HTML coding which some readers cannot support. We suggest always including a plain text version of your email in the event a contact is having trouble viewing the HTML version, the information will still be able to be viewed using the Plain text version.
Again, as in the Document editor all fields (tags) can be used in your emails (both HTML and Plain Text) to automatically populate information within the email template. Some commonly used field tags are listed on the right hand side in the dark section titles “Notes/Guidelines”. Please see this link for more information on document tags.