Introduction

Introducing one of our latest additions - a new Email Template editor powered by Unlayer Editor. Now you can effortlessly create contemporary and polished email templates, and enhance your headings and text with the power of A.I !

This article will guide you through creating and editing your
e-mail templates with your CRM.

The CRM’s flexible template system will allow you and your team to effectively communicate with your clients, removing the need to reproduce content and minimise errors. Pre-fill customer and case information using mergefields.

Finding your Email templates

 I can't see 'Email Templates' ?

If you can’t see ‘Email Templates’ in your System Settings, you will need to enable this permission:

• Can Maintain Email Templates

(System Settings >> User Permission Groups & Set Permissions >> Edit)

Creating a new e-mail template

Create a new email template by clicking on the Add New Email Template button located on the Email Template List page.

This will bring you to the Edit Email Template page where you will have access to a variety of controls that allow you to customise your email template. 

Controls Breakdown

• Default Sender: Determines who the default sender of the email is. You can select The Logged In User, The Case Adviser, The Case Administrator or a Specific User. 

• Name: Name of the template. This is the name that will appear on the email template list and when you are selecting the template when composing an email. 

• Stages: Choose whether you wish the email template to generate automatically when a case enters a specific stage.

• Recipient: Use this if you would like to issue the email template to a specified recipient. Such as Applicants, Internal Users on the Product (eg. Advisor, Administrator), Participants, Lender.

• Ticklist Trigger: Choose whether you wish the email template to send when a tick list item's details change

• Subject: Use this is you wish to have a standard Subject header for your template. 

• Email Body: This is where you will format the content of your email. There are a variety of tools available to format and style your email to your liking.

• Save Email Template: It's important to use the Save Email Template when you want to keep any changes you have made to your template. Closing the window without using the save button will result in the loss of any changes you have made. 

• Cancel:This button will cause you to leave the Edit Email Template page, discarding any changes you have made.

• Delete Email Template: Use this button to delete your email template from eKeeper.

Document Library - Add Images & Default Attachments

 I can't see 'Document Library in 'System Settings'

Enable ‘Document Library’ permissions (System Settings >> User Permission Groups & Set Permissions >> Edit)

If you have an image which you will want to add to several different email templates, an easy way to do this is to add the image to your Document Library as an Embeddable Image. You can also have default attachments which are part of the email templates (eg. a privacy/GDPR policy, a form, an information pack, etc…)

Email body Content

When you head into the email body, you will notice a message saying “No content here. Drag content from right.” this is because you need to specify the type of content you are wanting to use in different sections of the template.

• Columns: This allows you to add columns to your template in order to have a better design arrangement. It also allows you to adjust the background colour and set a bordering for sections of your template.

• Heading: Add a primary heading to the template

• Text: The text content will be one of the primary selections you want to use as this is what allows you to add text to your email template. You can freely choose from a wide selection of font types, sizes and colours. To assist you with writing the template, the text content also comes with a Smart Text option which can help fix spelling and grammar, change the tone of what you have written and even automatically expand the content you have already written.

• Image: Using this selection, you can add an image to the template either by uploading a file from your computer or using an image url. If you don’t already have an image you want to use, this selection does allow you to automatically generate a custom image using a word prompt. You can add a link to the image for it to open a website, send an email or even call a phone number.

• Button: Add any type of button in your email. You can change colours and styles as well as adding a link for it to open a website, send an email or even call a phone number.

• Divider: The divider gives you appropriate spacing at any point you want in your email template.

• HTML: You can use the HTML selection to add custom HTML into your email design

• Menu: Menu is a tool used to create navigation menus.

Adding Merge Fields

Merge Fields are a valuable part of the CRM's template system. Whilst Templates can save time, they can be generic. Merge fields allow you to personalise your templates with application specific information, whilst saving time from manual input and error checking. 

How Mergefields Appear

When drafting your template in the editor, merge fields appear as a clickable section of text with a dashed blue box around it

When a template is generated, the CRM will read the merge field and input the information required, e.g. 17 Street Name.. etc. 

How to Select Mergefields

When you are adding text to any content field (Text, Button, Etc), a dropdown will be visible called “Merge Tags”. If you click on the dropdown, you will be able to view the full range of merge fields that you can use in the email template. The dropdown is divided in to sections such as Mortgage Details and Applicant Details to allow for easy searching.

Clicking on the field you want to use, will add the merge field to your template. To remove a merge field from your template, you can simply delete it with backspace like any other text in the template.

Once you are satisfied with your template, click on the Save Email Template button. 

Mobile & Desktop Preview

Preview how your Email Template will appear on mobile & desktop.

Frequently Asked Questions (FAQ)