Creating an Email Template in CRM

This guide provides a step-by-step approach to creating an email template in the CRM, making it easy to personalise communications with clients. By following the instructions, users can efficiently craft templates that enhance their outreach efforts, saving time and ensuring consistency in messaging.

David Morgan
10 steps
53 seconds

Iamproperty

Email templates can be created in many different areas of CRM. It is good practice to create the template in the area of CRM that you will be using it. In this example we are creating in the Tenant Record.

Click here.

Click here and type the body text of your email.

To add the 'Template Tags' place the cursor where the tag is to go. Click the blue options at the bottom of the screen.\ Click "Forename"\ Click here.\ Click "Surname"

If required remove the additional spaces from the text.

To save or update the templates click here.

If you are editing an existing template, click **"Update Template"** to save the updated template.

If you are creating a new template. Click **"Save As New Template"**

Click the "Templates" field and name the template.

Click here to save the new template.