Communicating with customers is an important activity in any business scenario. Nonprofit Vertical CRM provides Email Templates to send one message to multiple recipients. Email templates can be used to send a mass Email to leads/contacts, and send Email notifications to the Nonprofit Vertical CRM users upon triggering a workflow rule.
To create a new template
You can then proceed to create the template in three different ways:
This makes the creation of mail templates easier. All you have to do is drag and drop components onto the template to create it. An All Component panel will be available when creating a template from which you can drag and drop components. With predefined components the level of customization needed is very little.
After clicking on the + New Template,
To make the creation of templates easier, predesigned templates are provided in the template gallery. You can choose any template from the list that fits your needs and customize it using the drag and drop editor. You can preview the template before selecting it. Learn more.
Below is a sample email template that shows how the merge fields retrieve relevant data.
Organize your email templates by sorting them into template folders. Preview your email templates before you save them and also view template analytics to see which ones have had better reach.
You can view the preview and the analytics of the template on the list page itself, making it easier for you to view one template after another. With this, you can get an idea of how the template looks and how well it is performing, helping you in deciding if any improvements have to be made.
At times you may want to delete templates that are not used much, templates that underperform and junk templates. You can delete a template by selecting it and clicking on the Delete button.
You can move a template from one folder to another. This will be helpful in instances where you have to share a few templates with someone. You can move the needed templates to a folder and share. This can be done by selecting it, clicking on the Move to Folder button and choosing the appropriate folder form the drop-down list. You can also create a new folder and move the template to it if you want.
With template analysis you can get to know about the performance of each template. Whenever changes are made to the template, it is considered as a new version of the template. This lets you analyse how each version of the template has performed and gives you an idea of how well the implemented changes have been accepted. Know more.
Sorting makes it easier for you to access the templates that you need, by bringing them to the top of the list. For example, you can sort the templates in such a way that the most used templates appear at the top of the list. In Nonprofit Vertical CRM you cannot only sort templates, you can also search for templates.
You can also search and filter templates based on your needs.
At times, there might be slight changes that have to be made to the content of an existing template, before sending them to a customer. Rather than having to go through the trouble of creating a whole new template, you can clone the old template, make the necessary changes and send it. To clone a template, select the template and click the clone button that appears on the preview section of the template.
You may have templates you frequently use and might want those to appear at the top of the list at places where you select templates. For this purpose you have the option of setting templates as favourite by clicking on the star that appears before the template name.
At times some templates will be associated with other CRM functions like Workflow, Case Escalation, Macro etc. In these instances, you can view the functions with which the template is associated by clicking on the button that appears at the end of the template details.
You cannot delete a template that is associated with other functions directly. Incase you want to delete it, you have to remove the template from all the places it is associated and then delete it.
With template folders you can group similar templates together. When you have a large number of templates, searching for them can become exhausting. By grouping similar templates together, you can easily access them in a single place
By creating a new folder, you can categorize the templates by adding similar templates to the folder. You can create a folder only when you want to save a template or move templates from one folder to another.
You can share template folders with other users when needed. When you want to share only specific templates, you can add them to a folder and share them. This might be helpful in cases where the user does not have permission to create templates, but has to send them to customers.
You would prefer to have the important folders at the top of the list. In order to do that, you need to reorder the folders by clicking on Folders Reorder button. After reordering click Done.
There are ten instances in which you can make use of the email template. They are:
You can view a list of all the available email templates before sending them, in all the ten features. If you want, you can also mark a template as favorite from the list that appears.
You can also choose to view a preview of the template that you need before sending it. You get a consolidated view of the template analytics here. The percentage of Open rate, Click Rate and Bounce Rate for the different versions of the template are represented in the form of a chart.