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Alternative Methods and Instructions
How to Create Email Templates in the Messaging Center for Drip Campaigns.
This Video Tutorial demonstrates how to create email templates in the messaging center that can be used in drip campaigns.
11 STEPS
1. Navigate to CRM & Cohort Center tab and click to open.
2. Scroll down to Messaging Center and click to open.
3. Scroll down to Email Templates and click to open.
4. Find the Category that pertains to the type of template you are creating and click + Add Email Template to create a new email template. Please note, if you do not see a category, you can use the +Create Category to make one.
5. Click in the box below Email Subject: and add a subject line for your email.
6. Click inside the open text area box to add your email body. You can copy and paste or type directly and use formatting tools provided in this area.
7. If you wish to add a specific banner image to this email, you can scroll down and use the Upload Image option.
8. Shortcodes are also available for use.
9. In this example, the shortcode selected, Recipient Name, will add the email recipients name to the email.
10. To save, scroll down and click on Create Template.
11. That's it. You're done.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **