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How Can I Create An Email Template For My CRM?
How Can I Create An Email Template For My CRM?

With email templates you can save time with some of the more common emails that you send frequently.

Updated over a week ago

Email templates can be a time-saving tool when sending repetitive emails to your clients or customers. If you have similar inquiries, such as clients wanting to work with you, you can create templates to streamline your response process.

To create an email template in FEA Create, follow these steps:

  1. Navigate to the "Marketing" section in your FEA Create account and select "Templates".

  2. Click on "Add Template".

  3. Select "Add Email Template".

  4. Add your name, address, and subject in the appropriate fields.

  5. Add the content for your email. You can use the basic builder to format your email and add links, images, and files as necessary.

  6. Once you have added all the necessary content, preview your email to make sure everything looks good.

  7. If you want to send a test email to see how it will look, select "Send test email".

  8. When you are satisfied with your template, click "Save".

To use your email template, follow these steps:

  1. Navigate to the "Contacts" section in your FEA Create account and select the contact you want to send an email to.

  2. Select "Send email" and then choose "Use a template you create".

  3. Select the email template you want to use from the drop-down menu.

  4. The content of the template will be automatically populated in the email. You can edit it if necessary.

  5. Once you are satisfied with the email, click "Send" to send it to the contact.

Email templates are an excellent way to save time and streamline your communication process with your clients or customers. By taking the time to create a template, you can ensure that you are delivering consistent and professional communication.

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