Email Templates

Remember when emails were just simple text? Those days are far behind us! With your CRM, transforming your email communication has never been easier. Now, you can easily integrate videos, making your email messages more engaging and memorable. No need to rely on plain text anymore—enhance your emails to create stronger connections with your audience. Here’s where to find the video element in your email builder:  How to Add a Video Element: Simply drag and drop the video element into your email. Editing the Video Element: Click on the video element to access its customization settings.  Start by choosing the Video Type, which refers to the video hosting service like YouTube, Vimeo, and others. You can also include YouTube Shorts alongside standard videos.  Next, insert the video URL. This automatically generates a video thumbnail and its URL, but you can personalize these if necessary.  Additionally, you have control over the video’s size, height, width, and play button design. You can fine-tune the appearance by adjusting opacity and padding to get just the right look. These features are all available in the email builder.  And there you go! Now you can make your emails more dynamic by adding videos that reflect your brand and personality.

The Text component allows you to include headings and descriptions within your email content. This area is specifically designed for you to add all the written material you wish to share with your audience. By utilizing this feature effectively, you can craft emails that are both engaging and informative, ensuring that your message is clearly understood by your recipients. Adding a Text Component To insert a Text component into your email layout, simply drag and drop it from the left-hand sidebar into the main body of your email. This user-friendly feature makes it straightforward to add text, helping you achieve the specific design and structure you want. Modifying the Text Component To customize the Text component, click the pencil icon within it. This action will open the settings panel on the left-hand side of your screen, where you can adjust a variety of elements, including fonts, alignment, links, headings, and descriptions. Additionally, you can modify padding to fine-tune the layout. Once you're satisfied with your edits, click “Done” to save the changes and continue working on your email template. This feature offers enhanced control over both the appearance and content, allowing you to create emails with the exact look and feel you want.

The Importance of Social Media in Email Campaigns In email marketing, there's a subtle but impactful feature that often goes unnoticed: integrating social media links. By embedding these links into your emails, you can effortlessly guide customers and leads to your social media pages, fostering trust and engagement. Not only does this direct traffic to your social platforms, but it also helps nurture a community around your brand. Maintaining an active presence on these platforms is a valuable strategy for any business owner aiming to enhance brand visibility and loyalty. How to Add Social Media Links to Your Emails Adding social media links is simple through a drag-and-drop feature in most email marketing tools. Here's how you can do it: 1. Customizing Social Links: Hover over the social media section in your email editor and click the pencil icon to start making adjustments. 2. Adding Links: Use the "Add" button in the toolbar to insert multiple social links. You can also remove any unwanted social media accounts by clicking the delete icon next to the respective platform. 3. Editing Icons and URLs: As you move your cursor over the social media icons, an editing option will appear. This allows you to update the platform names, URLs, and even choose specific icons that represent each social network. To ensure the design remains cohesive, adjust the padding around the social media icons to align them properly within the email layout. By following these steps, you can seamlessly incorporate social media into your email marketing, making it easier for your audience to connect with you across various platforms.

Incorporating the Shopping Cart Feature For ecommerce businesses aiming to enhance customer engagement and streamline the shopping experience, the Shopping Cart feature is a game-changer. This user-friendly drag-and-drop tool allows you to easily insert products and display their prices directly into your email campaigns. With a simple click, recipients are directed to a checkout page, making the purchasing process fast and efficient. Utilizing this tool can help elevate your business by simplifying the customer journey and boosting conversions. How to Add the Shopping Cart Feature Customizing the Shopping Cart Feature If you're using an email builder, you're likely familiar with the pencil icon that appears when editing the Shopping Cart element. By selecting this icon, you can access multiple customization options for an optimized user experience. You can effortlessly modify padding, background colors, and other styling elements to enhance the visual appeal of the cart. This added flexibility allows you to make your emails more engaging and tailored to your audience. Make sure to use the pencil icon to take full control of your design choices. With just a few clicks, you can ensure that your Shopping Cart elements not only function seamlessly but also stand out in your email marketing efforts.

This guide is designed to help CRM users, from beginners to advanced, make the most of the "Save Elements" feature in email templates. This feature is particularly useful for streamlining workflows by enabling the quick reuse of common design elements such as headers, footers, and social icons. With this tool, you can enhance your productivity and maintain consistency across all your email communications. Introduction to the Save Elements Feature The "Save Elements" function is a recent enhancement within the CRM platform, aimed at simplifying email template customization. This feature allows users to save commonly used design elements so they can be easily reused in future templates, saving both time and effort. It is designed to promote efficiency and consistency in your email marketing campaigns. Step-by-Step Guide to Using the Save Elements Feature To effectively use this feature, follow the steps below: 1. Accessing the Feature: Open one of your email templates in the CRM. Hover over the element you want to save, such as a header, footer, or an image, and a save icon will appear next to the element. 2. Saving an Element: Click on the save icon to store the element. Once saved, you can find and manage the element in the "Saved Items" section. Here, you can rename or delete saved elements as needed. 3. Reusing Saved Elements: When editing or creating a new email template, navigate to the "Saved Items" section to access previously saved elements. Drag and drop the desired element into the new template to streamline the design process. Practical Use Cases for the Save Elements Feature For example, if you are running multiple email campaigns that need to maintain a consistent look, you can save key elements like your company’s branded header and footer. This allows you to quickly apply them to new templates without having to recreate them each time. This not only speeds up your workflow but also ensures brand uniformity across all communications. Troubleshooting and FAQs Q: Why isn't my saved element appearing in the 'Saved Items' section? Ensure you have clicked the save icon properly. If it still doesn’t show up, try refreshing the page or checking your internet connection. Q: Can I share saved elements with my team? Currently, saved elements are only accessible to the user who created them. Future CRM updates may introduce sharing options. Q: Is there a limit to how many elements I can save? There is no strict limit, but it is recommended to regularly manage your saved elements to keep the section organized for easier access. This guide aims to empower you to take full advantage of the Save Elements feature, boosting your email template creation process while maintaining consistency across all your campaigns.

Enhancing RSS Functionality in Your Email Builder The RSS (Real Simple Syndication) feature in your Email Builder allows for the automation of emails, automatically incorporating new content whenever a fresh RSS item is published. This ensures your subscribers receive up-to-date and relevant content without requiring manual effort on your part. Using the RSS Header & Items Elements To implement these features, simply drag and drop the respective RSS Header and RSS Items elements into your email design. These elements automatically populate your emails with the latest RSS feed information. RSS Header Element The RSS Header element extracts tags from your RSS feed and displays them in your email. The available RSS channel tags and their corresponding placeholders are: RSS Tags