The email templates editor has everything you need to build smart templates for your business needs. They will allow you to save time when sending an email and even give you the option to send them automatically.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
In this tutorial we will cover the following topics:
- Navigate to Email Templates
- Create Email Templates
- Uploading Attachment to Email Templates
- Edit Email Templates
- Delete Email Templates
- Create Email Templates using HTML code.
Navigate to Email Templates
Open the menu and start typing 'Email Templates' in the search box or click 'Settings' to display the available options and then click 'Email Templates'.
Create Email Templates
To create a new Email template, click 'Add Template'. There are six main sections of the Email template page: Name, Subject, Share with Team, Track Email, Editor, and Preview.
| SECTION | DESCRIPTION |
| Name | This is used to identify the Email Template within FreeAgent CRM. |
| Subject | This will be the subject of the emails that are sent using this template. |
| Share with Team | This option allows you to make the template available to your entire team. |
| Editor | This is where you will write the body of your email. Like a regular text editor, it will allow you to choose the font, give it different styles, as well as uploading images and files. |
| Preview | This section will give you an idea of how your Email template will look once it is sent. |
Within the 'body' of your email template, you can use tags to grab important information from your contacts to include in the template. To do this, type { and the tag options will appear. Select the desired one and make sure to hit the enter key one time to apply the tag.
The tags currently available in the system are listed in the table below. Those under the 'Lead' column refer to the information that will be replaced by that of your contacts, while those under 'User' refer to your own information or from those on your team.
| Lead/Contact | User |
| {{their.account}} | {{my.email}} |
| {{their.cell_phone}} | {{my.first_name}} |
| {{their.first_name}} | {{my.last_name}} |
| {{their.home_phone}} | {{my.phone}} |
| {{their.industry}} | |
| {{their.last_name}} | |
| {{their.personal_email}} | |
| {{their.title}} | |
| {{their.work_email}} | |
| {{their.work_phone}} |
Note: Tags only work with out-of-the-box fields.
Once you are happy with the results, click the 'Save' button. Your Email Template will be created and it will be visible in the Templates list.
Edit Email Templates
Click the name of the template you want to edit. This will take you back to the editor so that you can work your changes. Once you are done with the changes, click the 'Save' button.
Upload Attachments
To upload attachments to your Email templates all you need to do is click on the '+' with the 3 dots called "More rich to display the options. You will be able to choose to insert an image to your email or upload a file. If you select either option, a box will show up where you can drop your image/file or click on it to select the file/image from your computer's file manager.
Delete an Email Template
Click on its name to go back to the editor. Once there you will find the 'Delete' button at the top and click it. To confirm that you really want to proceed, click the 'Delete' button on the confirmation box.
Note: This action cannot be undone.
Create HTML Email templates
To create an Email template using HTML, click on the 3 dots available in the top right corner of the Editor. Then click the '<>' icon to move to the Code view. Here you can use HTML code to create beautiful email templates right within FreeAgent CRM. With this powerful HTML Editor, the possibilities are endless.
