On this page we will tell you about Email Templates, what it is and how to use them in FT CRM.
An email template is a preformatted and/or prewritten email that you can use as a base when creating new emails. This allows you to easily write and create emails at a high pace. Incorporating variables into your email templates allows you to re-use the same templates over and over again. This means, no need for hundreds and hundreds of emails cluttering your workspace. We will talk more about these variables in the two following sections.
In the menu, navigate to CRM, and under Resources you can find Email Templates. Add a new email template with a single click and give it a suitable name before saving.
Note: Once you've finalised your email template you'll find it through the given name when creating your email send out. So, make sure to give a unique/descriptive name of your email template so that you easily can find it.
The next step is to add a version to your new template. Email templates are based on HTML. So, if you already have an email template since before you can just copy and paste the code into your newly created version.
You can add as many versions as you want within your template, however, only one version can be active at a time. With a single click, you can make another version active:
This feature allows you to change into a new email template design without having to go through any of your set up activities. Just add your newly designed email template as a new version and activate it when you want to make the switch. What you have to keep in mind, is that the exact same variables and no additional variables can be added into the new template for this seamless switch. If there is any difference in the variables, you will need to go through your email actions to fill in any new fields.
As mentioned before, using variables in your email templates allows you to re-use the same templates over and over again. To add a variable into your email template you simply need to add two square brackets with a unique variable inside. Examples: [MainBanner] [Header] [Image] [CTA]
You can call your variables what you want as long as they're surrounded by the square brackets and don't include any spaces or special characters. However, we suggest that they are kept as logical as possible in order for the set up of your email to be as straight forward as possible. Unless you want any repetitions in your email, make sure that all the variables are unique within the template. Any added variables, in your email template, will show up as unique fields in your email action with the related variable as a title. Whatever you enter into these fields will then replace the variable in the template. We recommend that you continue reading the next section as we will give you a visual on exactly how this works and how you set up an email with your new template.
When selecting Send Email as your action type you will first be asked to select your Fast Tack Template. Any completed email templates you'll be able to find in the drop-down list.
Once you've selected the template that you wish to work with, we recommend that you click on Preview, as this will open up the template and give you a full visual of your email as you set it up.
For every variable included in the selected email template, there will be a matching field for you to add your desired content. With the preview, you'll straight away see if any styling edits are necessary along the way.
Note: The variable fields are HTML friendly.
Pro-Tip: If you want to remove/leave a field blank you just need to add a space:
Like with adding text to your emails, you can also make your standard banners and images into variables. For this to be possible, you need to setup your email template accordingly. Browse for the desired image with help of the Media Picker, or upload a new picture right there and then. Read more about the Media Library/Media Picker .