Navigate to the left sidebar and select "Template Management > Email Templates".

Using Default Templates

Pre-designed templates are available for immediate use.

Creating Custom Templates

Initiate Template Creation

Click "Create Template" in the top-right corner.

Template Naming

• Field 1: Template Name

  

  • Assign a clear, descriptive name (e.g., "CNC Machinery Intro – B2B").

  • Note: Names are for internal organization only and don’t affect email content.

Email Subject Line

• Field 2: Subject

  

  • Craft a concise subject line for recipient visibility.

  • Personalization Tip: Use the "variable" button to insert variables. Supported variables include:

    • Your pre-filled company/product details.

    • Prospect’s name/company (auto-pulled from searches).

Email Body Content

• Field 3: Body Text

  

  • Compose your message, leveraging variables for customization.

  • Enhancement Tools (located above the editor):

    • Attach Files: Add PDFs, specs, or catalogs.

    • Insert Images: Include product visuals or infographics.

    • Embed Links: Direct recipients to your website/landing pages. Use "Unlink" to remove errors.

Real-Time Preview

• The right panel displays a live preview of your email’s subject and body, ensuring professionalism and accuracy.

Finalize & Submit

• Save Draft: Temporarily store unfinished templates.

• Submit for Review: Required before sending. Approved templates ensure compliance and effectiveness.

• Pro Tip: Create multiple templates tailored to different customer segments (e.g., distributors vs. end-users) to boost open/reply rates.