How do I create an email template?

ClientContactPro provides you with an easy to use email template creation interface. In order to create a new email template click on the “Email Template” link from the top navigation bar as shown in the below screen shot.

Email Template Creation Menu

If there are any templates already created by you – they will be listed here. To create a new template click on the “Create a new template” link – this will take you to the email template creation screen – as shown in the below screen shot.

Email Template Creation Interface

To create a new email template – firstly choose the thumbnail of the template – this is important as when you create your email campaign the thumbnail of your actual template will help you have an idea about the layout of your email template.

Now you can type in the name of your template – this is to identify the template, add the necessary description for the template. Now you will need to add the subject for your template – you can also add the personalization tags by click on the “%” sign next to the subject line box.

Now under the HTML content box – you can either paste the HTML code or you can create a new layout on the fly. In this content box as well you can use the personalization tags by clicking on the “%” sign available in the top navigation bar of the content box.

Once you add the HTML content you will have to define your Text based email content. The content box comes with the “recommended width for the text” setting which will give you an idea about the best suited text based content width.

Once the above steps are done you just need to click on the “Save” button to save the email template.

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