In Accountable CRM, the Company Admin email template creation feature empowers the entire organization by enabling consistent and efficient communication. Sending newsletters and email updates helps maintain regular engagement with your audience and potential clients, promoting brand awareness, driving engagement, and increasing sales opportunities.
Steps To Create A Company Email Template:
Step 1: Navigate to the Email Templates Page
Click on the "Admin" tab, in the top navigation bar.
In the company page, Click on Marketing .
In the Marketing page, Click on the email template.
Step 2: Create a New Email Template
Click on the New Template at the upper right side of the email template page.
Once you click . A modal pop-up will appear. Enter a email template name and click the "+" icon to create a new folder or select a folder and click the "save" button.
Step 3: Design Your Email Template
You will be redirected to where you can customize your email template. Before proceeding, ensure that enter the email template subject name.
Note: The email subject is a mandatory field. The template cannot be saved without a subject.
Here, You can drag and drop the options to start creating your template. The content blocks available on the right side of the editor can be dragged directly into the email canvas, allowing you to build professional emails.
Step 4: Organize Your Templates
Add a Folder - Click the Folder icon to create or assign a folder for your email template. Folders help group related templates, making them easier to manage.
Add Tags - Click the tag icon to add tags to categorize your email templates. Tags make it easy to find specific templates and filter them efficiently.
Active or Inactive a Template - You can activate or deactivate email templates by using Toggle.
Active – The template can be used in campaigns and automations.
Inactive – When an email template is set to Inactive, it is saved as a draft. However, you can still use the Send Test Mail option to preview and test the template.
Save Your Email Template - Once you've completed your email template, click the "Save Template" button to save it.
Send a Test Email - Click the Send Test Mail icon to send a preview of your email to a specified recipient.
Step 5: Email Template Actions
The email template following actions are:
Status - Use the Toggle to quickly activate or deactivate a template.
Last edited - The Last edited column displays the date and time when the email template was originally created.
Owner - In the "Owner" column, the system displays the name of the person who originally created the email template.
Each icon's usage as follows:
"Usage report" icon—It's used to preview the corresponding email template
configuration either in the number of automation (both regular or scheduled) or scheduled campaigns.
"Invite" icon – Used to send a test email.👁️ "Eye" icon – Preview your email template.
✏️ "Pencil" icon – Edit your email template.
📄 "Paper" icon – Duplicate your email template.
🗑️ "Trash" icon – Delete your email template permanently.
🏢 "Promote" icon - Promotes a personal email template to the Company Templates library, making it available for all authorized users in your organization to access and use.
Note: The Promote options are available only to Company Admins with the appropriate permissions.
🏢 Demote icon - Demoting an email template changes it from a Company Template to a personal template. It will no longer be available in the Company Templates library and will only be accessible to the template owner.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support