Help Center
Email Marketing
Email Marketing
Email Templates
* Page referenced in this article: email templates page.
Email template is a powerful feature in LeadCenter.AI CRM. It will help you automate many processes and save hundreds of hours every year in sending emails, reminders, and follow-ups.
What is unique about email templates are shortcodes. Shortcodes will allow you to use any contact field directly in the templates. Shortcodes can be used also to insert calendar public links, unique financial questionnaire link, public document storage link, etc.
Email templates can be used in the following modules in LeadCenter.
- Email marketing campaigns.
- Workflows.
- Appointments confirmation emails and reminders.
- Appointments follow-up emails.
- Client review reminders.
- Events confirmation emails and reminders.
- Events follow-up emails.
- Send directly to contacts from Send Email link in the contact action menu.
You can create email templates using the text editor or HTML editor. If you want to use the HTML editor and don't know how to code in HTML, follow these steps:
- Design the email in an external email editor like LeadCenter free email editor.
- Export the email HTML code and copy it.
- Paste the code in the email body here and click save. You can preview the email or send yourself a test email.
Warning: When you switch between the text editor and HTML editor, any content in the email body will be deleted.
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