How to create an email template in CRM

Step 1. Once logged into BoatWizard, click on the CRM tab.

Step 2. Click on the Templates tab.

Step 3. Click on Add Template.

Step 4. Name your Email Template and add a proper description.

TIP: The description is an internal note regarding the context of the email template.

Step 5. Enter the body of your message in the provided space. The tools and options are similar to that of other word processing applications such as Microsoft Word or Google Docs.

TIP: Add notations and markers as placeholders for information that will change with each new message. For example, since listing links will change for each email you send, enter [link to listing] as a placeholder.

Step 6. Add predefined fields to your message that are auto-populated from client profiles in the CRM. 

  1. Click on the drop-down menu under Insert Variable and select the variable you would like to add.
  2. Click on Insert to add this predefined field to your message. Ensure that your cursor is positioned in the correct place before you place the variable.

Step 7. Once your message is complete, click Save.

Step 8. Your new template will appear under the Templates tab in the CRM Lead Manager.

Step 9. To upload your new email template, go to the CRM and click on Compose Message under the My Inbox tab.

Step 10.  Select your template from the Template drop-down menu then click Insert.

Step 11.  Once the template appears in the message section, you can customize it as needed. 

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