CRM System Malaysia

Menu

How to Create Email Template

in Email Guide

CRM Malaysia acknowledges that companies like yours, creates small announcements or newsletters on a frequent basis. By creating a simple and basic newsletter template of your own will save you a lot of time. Creating your own template is also a great way if you want to display your products in the email. iCRM allows you to do that and personalise your own template.
Below is a short tutorial on how to create an email template.
Please click on image to view clearer.

1. Go to Email Setup > Templates > New Mail Template.

Please click on image to view clearer.
crm create template 2

2. You can construct the email template in any way you like such as inserting a text copy or some images into the template. To insert an image, click on image icon as illustrated below.

Please click on image to view clearer.
crm create template 3

3. Paste the URL of the image that you would like to add to the URL text field provided and click OK to insert the image. In the illustration below, you could see a vertical highlighted column. This column enables you to change the size and width of the image as well as adding other properties such as the border of the image.

To learn how to upload files to iCRM, click HERE.

Please click on image to view clearer.
crm create template 4
4. An image will now appear as part of your template.
Please click on image to view clearer.
crm create template 5

5. After you have completed customising your email template, click Template Info tab. Then, insert your email template’s name with some description. Click Add to save the template.

Please click on image to view clearer.
crm create template 6

6. To view your template that you have just created, go to Email Setup > Templates > View Template List .

Please click on image to view clearer.
crm create template 7
7. You can now see the template that you have just created in the list of templates.
Please click on image to view clearer.
crm create template 8

8. Besides the method mentioned above, you can also add in your own ready-to-used template into iCRM system. You can do so by copying the code of your template. Right click on the template and click View Source . Select all the scripts in the popup window and hit Control + C to copy.

Please click on image to view clearer.
crm create template 9
9. Next, return to Create New Template page (refer step 1) and click on the Source icon as illustrated below.
Please click on image to view clearer.
crm create template 10
10. Paste you code into the empty text area.
Please click on image to view clearer.
crm create template 11

11. Repeat Step 5 and finally, save the template by clicking on Add button located below the text area.

To learn how to use a template, click HERE.