Follow

Create Email Template - Library

Create Email Template - Library

Note: Templates must reside in folders. Be sure to first add the folder for the template if it doesn't exist.

Use the Template Library to select from a variety of sales process and marketing templates that can be copied and modified as needed.

To view the instructional video, click here.

1 – Click into the Sales Center Sales Center.

2 – Click Marketing and select Templates.

emailtemplate.gif

This takes you to the Manage templates page.

3 – Click Create templates.

create.gif

4 – Select Library.

createlib2.gif

5 – Enter a Template Name in the space provided.

6 – Select a template from the Library.

7 – Select the folder where the template should reside.

8 – Click Create & Edit Template.

createlib3.gif

9 – Enter a Subject for the email.

10 – Edit the content as desired.

11 – Click Save Template.

createlib4.gif

12 – Click the back arrow.

createlib1.gif

13 – Click the back arrow again.

createlib2.gif

The new template will be listed in the selected folder.

library.gif