How to Create an Email Template in the Document Manager

How to Create an Email Template in the Document Manager

Email Templates are used in Campaigns with in G5 to send standardized emails.

To create a template go to th Document Manager and click the Add button. Then select Document, and Document again, from the menus that open.

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That opens this screen:

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In the Name field, type in the subject line you would like the email template to use.

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In the Text Editor at the bottom, add the Dear email merge field to the first line. Add the body text you want in the email below that.
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Click OK at the top right to save the new email template.
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You can find additional merge fields for emails in this Knowledge Base article: https://billgoodmarketing.zohodesk.com/portal/en/kb/articles/g5-email-merge-fields

  Note:

  • When the campaign sends the email, it will NOT pause for editing. So,do not include things that would require it to be edited prior to sending.

The email template is now ready to use in a campaign.


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