Creating Emails from Templates

Dollar-for-dollar, few marketing tactics perform better than emails. Turn your emails into conversion machines with Lead Gen & CRM's flexible and powerful email editor.

In this article, you'll learn how to create emails from templates.

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Article Contents

• Lead Gen & CRM Email Templates
• Create Emails From Pre-Made Templates
• Customizing Email Content
• Accessing Existing Emails
• Testing and Sending Emails
• Available Email Options

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Emails

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Lead Gen & CRM Email Templates

To create an email in the Lead Gen & CRM platform, you must first start with a template. The platform offers Simple templates, Designer templates, and Custom Notification templates to help you get started.

You can also build your own templates, by dragging and dropping layout blocks and elements into the builder. Save your template to help create emails in the future. 

Use and modify one of our pre-made templates or build your own. While the type of template you choose is up to you, emails can only be created using a template.

Create Emails From Pre-Made Templates

To create emails from a pre-made template, click Email in Lead Gen & CRM's left toolbar. Navigate to the Email Templates tab or click the blue Create button. 

1. Click Create.
2. Click Create Email.
   
   

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3. Select one of the template folders.
4. Hover over one of the email templates and click on + Create Email. 
   
   

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5. Enter a title for your email. 
6. Optionally, if applicable, do the following:
   • If you have Granular Unsubscribes enabled, you must choose an unsubscribe category. 
   • If you want to send an email as a Smart Mail, click the Make Available as a Smart Mail in Contact Manager checkbox.
   • If you want the recipient to be able to open the email in a browser window, click the Include “view in browser” link checkbox.
7. Click Add Email.
   
   

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8. Edit the email content as needed - type your email message, add, remove, style, or move layout blocks and elements - and click Save.
   
   

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Customizing Email Content

Once your email has been created, you can start customizing its content. Lead Gen & CRM's Email Designer is made specifically to help make the email creation process simple and comprehensive. It does so by using intuitive drag-and-drop functionality. 

Learn how to use the Lead Gen & CRM Email designer:

• Email Designer Panel Overview
• Email Content Editor Overview
• Email Layout Editor Overview

Accessing Existing Emails

To access and edit existing emails, click Email in Lead Gen & CRM's left toolbar. Search through your folders in the Emails tab, or use the filter field to search for an email. 

1. In the Filter Emails field, search for the title of the email you want to edit.
2. When it appears in your search results, hover over the email and click    Edit Email.
   
   

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3. Use the email designer to make the desired changes to the email and click Save. 
   
   

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Testing and Sending Emails

Once an email has been created, you can test it to see how it looks when it is sent, send it right away, or send it at a future scheduled date and time.

The following are available options for testing and sending emails:

To change the settings for your email, click on Send Settings. There are eight settings you can manage from Send Settings, including the Subject Line, From Name, From Email and more.

Read our Email Designer Panel Overview article to learn more about these settings. 

Available Email Options

There are options available to you that allow you to preview your email and perform administrative tasks.

The    Options menu offers the following tools:

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