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Quick Guide: Using AI in Email Templates

Updated over a week ago

With Accountable CRM’s email editor, you can quickly design professional emails using drag-and-drop content blocks like text, headings, images, and buttons. Now, you can also use AI suggestions to generate unique content and images directly inside your template.

1. Open the Email Template Editor

  • Go to the Email Templates section.

  • Choose Create Template or open an existing draft.


2. Add Content Blocks

  • From the right-hand menu, drag elements such as Heading, Text, or Image into your template layout.

  • Once placed, the block becomes editable.


3. Use AI for Text Suggestions

  • Click on a Text or Heading block.

  • Inside the editor, you’ll see an option to generate content with AI.

  • The AI will provide suggestions for headlines, body text, or personalized copy you can edit and fine-tune before sending.


4. Use AI for Images

  • Drag an Image block into your template.

  • On the right panel, you’ll see the Magic Image option.

  • Click Generate Images to create unique visuals that match your design.

  • You can also upload your own image or paste a URL if you prefer.


5. Finalize Your Template

  • Continue adjusting text, colors, and images until your email looks the way you want.

  • Use Send Test Mail to preview how it will look in an inbox.

  • Once satisfied, click Save Template so it’s ready for future campaigns.


Pro Tip: Combine AI-generated text and images with your branding (logo, signature, and company colors) to keep your emails professional and consistent.

If you have any issues using a Company Automation or would like to ask questions, please let us know using our Coach-on-Call feature.

- Accountable Support

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