How do I Create Email template in Campaigns App?

July 4, 2016 02:05am by Apptivo FAQ

Posted In: Campaigns

Answered on October 16, 2017 05:52am by Ishwarya Venkatesh

Email communication is a widely used form of business interaction. These emails can be effectively sent using the Email Templates.Campaigns App Email Templates are pre-organized message formats that you can send to your targets. You can design a campaign email template, to make your email look standardized rather than sending plain text.

There are two ways to design campaign email templates: 
  • Standard Email Templates - Allows you to create normal email templates.
  • Advanced Email Templates - Allows you to select a desired email theme and apply it to your email template. The selected theme will be displayed in the template body, where it can be customized accordingly.
You can just pick your layout, include your required message and send your campaigns quickly.

Steps to Create Email templates in Campaigns App:

  1. Log in and access Campaigns App from your universal navigation menu bar.
  2. Click on "More" icon  and select “Settings”  located in the App header bar.settings
  3. Select "Email" drop down and then click on "Email Templates" from the left navigation panel.
  4. Click on "Create"button to create email template newly and specify:
    • Template Name - Name of the email template.
    • Subject - Subject of the email template.
    • Message - Content of the email template.
    • Insert Attribute - Attributes includes Business Attributes, Campaign Attributes, Custom fields etc.
    • Available for Compose Email- By default this template will be available when composing an email. Toggle off to disable, if needed.
    • Available for Notes - By default this template will be available when creating notes. Toggle off to disable, if needed.create campaigns email template
  5. Click on “Create” button to complete.
  6. You can update the email templates information by clicking on "Edit" icon, if needed.edit email template
  7. You can also delete the created message template using "Delete" icon.

Note: Insert Attributes. A special feature is that, when you create email template, you can also insert the default attributes found in the Campaigns App. These are the attributes which are standard and also customized based on your requirement.

insert attributes

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