A template is a reusable, branded email you can pull into any campaign or automation. Building one once means every marketing email you send looks consistent and on brand, without starting from a blank page each time. Here is how to build one.
From the CRMit menu, select Email Marketing, then open the Templates area to see your saved templates.
Start a new template and give it a clear name, such as the type of email it is for. This makes it easy to pick the right one later.
Add your logo, colours and the main content of the email. Lay out the headings, text, images and buttons so the template matches the rest of your brand.
Drop in merge fields, such as the customer's name, so each recipient sees an email that feels written for them. A personal touch tends to get more opens and clicks.
Save the template. It is now ready to reuse in any campaign or automation whenever you need it.
Tip: Reuse templates to keep a consistent look. A small set of well-made templates saves you time and makes every email instantly recognisable as yours.
Put your new template to work in a campaign, or use it to brand the documents you send from CRMit.
Book a quick demo and we will walk you through building branded templates for your marketing emails.