Top Producer^® 8i CRM: Creating a New Email Template

If you’ve reviewed the available default email templates but you don’t see anything you want to customize, there are two ways to create a template from scratch.

Copy the default Blank Email Template

The Blank Email template contains merge codes you may find useful for personalizing your email. You can always remove any unwanted merge codes or add your own.

1. Click the Marketing main menu icon to open the Marketing landing page.
2. Click the Email Library link to open the Email Library page.
3. Choose the “Blank email” category and click the Create Personal Copy icon next to the Blank email template. This is a default template so you’ll need to create a personal copy.
4. Add the personal template to your personal category and click the Save & View Emails button to open the template in edit mode.

5. From the edit mode. You’ll notice basic merge codes are included, but no body text.

   Note: You can copy and paste text from other applications like Word or Google Docs. Highlight the text you want to copy and press the CTRL and C keys on your keyboard, then move your cursor to the personal template and press the CTRL and V keys on your keyboard. When you’re done you’ll have your own email template in your own database that you can quickly and easily send to any contact.

6. Use the editor tools to make any changes you’d like.
7. Click the Save Template button to save your changes.

Create a New Template

This option will open the editor with a blank template so you can create your own email from scratch – just add your content and any merge codes you want to use.

1. Click the Marketing main menu icon to open the Marketing landing page.
2. Click the Email Library link to open the Email Library page.

3. Click Create New Template to open the editor with an empty template.

   

4. Type your content and insert any desired merge codes.

5. When finished, click Save & Close. You will be asked to name your template and choose a personal category in which to save it.

   

   Note: If you have not yet created a personal category there will be no choices available in the Personal Category drop down menu. You can create a new personal category by clicking the Add link.

6. Click Save. Your new template is accessible through the Email Library and is stored within the personal category you selected.

Log in to create a new email template.