Adding HTML coded Email Templates

Introduction

Use this guide to add coded HTML email templates to your CRM enhancing your email use

Permission

Ensure you have the ‘Can Maintain Email Templates’ permission enabled for your user and access System Settings - Email Templates

Email Content

Generate your email HTML coding:

• If you have the email in your inbox extract the HTML coding by loading the email - More Move Actions - Other Actions - View Source

• If you have the HTML coding saved/supplied you can skip the above step

HTML Code

Copy the coding inside the Notepad document (CTRL A to Select all + CTRL V to Copy)

Adding to CRM

Access System Settings - Email Templates - New Email Template

Within the Email Body select Tools - Source Code

Paste the saved Source Code into the pop up window

Email Body

The email body now contains the HTML coding

Adding Images

To add images to the template these need to be hosted/saved on the CRM

Access System Settings - Document Library - New Document Library Entry

Ensure that:

• The Description describes the image you are wanting to add

• The File is added from your device

• The Category is Email Logos

• The Embeddable Image option is selected

• The entry is Active

Navigate to the template created, move your cursor to the desired location of the logo

Use the Document Library Images area to 'Insert into email