Last week, we announced that we would step away from the Workflow and its Nodes for a moment to go over the Email Template editor that is available in the Flexfer CRM. This powerful tool allows you to prepare the exact email body that you need using a simple and intuitive WYSIWYG editor. Today, we will go over it briefly, after which we will spend some time going over the different functions in more detail.
The Template editor can be found under the ‘@’ symbol in the left bar:
Clicking on this button will open the template selector, which will give you a screen with a list of created templates to the left and a preview of the selected template to the right.
Creating a new template is as simple as clicking on the ‘*insert’ button in the top left corner of the screen, which will allow you to name the template at the very top, underneath which the email body can be built:
The editor allows you to build an email by dragging and dropping different building blocks into the body of the email. If you wish to start with a header with a single column containing only your logo and email title, for example, you could drag in a section with a single column, drop an image in there, and then a text block which you style to contain the header of the email.
This drag and drop editor is easy and intuitive to learn, but still contains enough complexity to master that you can make exactly the templates you need for your marketing needs.
Next week we are going to start explaining several of the tabs and blocks that are used during the editing of an email template, allowing you to start setting up your own!