How to create an email template

Administrators can create email templates for the Agency in order to save time when sending an email. Let’s see how to create templates following these steps!

A. Click on Settings

B. Click on Agency settings

C. Click on Templates Tab

D. Click on Add template

E. Write the text of the email template

F. Write the name of the email template

G. Use the Keywords to get contact details from the contact file

H. This is the way to use the Keywords in your template

I. Click on Save

J. Now, when you write an email from the CRM

K. Finally, click on Templates selector and use the proper template.