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How To Create Personal Email Templates.

Interactive Tutorial

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To create personal email templates:

  1. Navigate to the Communication tab and click Modify Templates

  2. Select the New Personal Template button to create a personal email template

  3. Enter your email template name and description:

  4. Enter your text into the grey block as shown below:

    • Use the curly brackets button on the top panel to personalise your email template to each customer

    • You need to click the right arrow to continue typing after you select the curly bracket item

  5. Add content blocks to give your template different layouts:

    • Click the paper icon next to "Size" in the top menu bar.

    • To delete a content block, click the red "x" on its top-right corner.

  6. Use the colour box to change your content block colours!

  7. Add any photos and pictures using the photo icon in the top panel:

Using A Personal Email Template

  1. Within the Customers tab, select the customers you want to send the email to using the tick-boxes to the left of their names

  2. Then select the Email button near the search bar.

    • Use the dropdown field to choose who you will be sending the email from

    • Select your personal email template in the Template dropdown field

    • Type in your email subject

  3. Now select Send to Queue, Save as Draft, or Discard

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