Generic Template

Email Templates are pre-designed email drafts created within Clevero. It offers the flexibility to send emails ad-hoc or automate their delivery. These templates can merge in relevant record data, incorporate branding elements, and are customisable by the client.

1. Create a Generic Email Template

To create a Generic Email Template, follow these steps:

1. Go to "Settings" and select "System Settings".

2. Click on "Email Templates" to access the template management page.

3. Choose "Generic" to create a new template.

4. There are three essential components to consider. Let's explore them in detail:

• Content: This component allows you to make changes to the text and layout of the email template. Additionally, we offer a helpful feature called Smart Text, which enhances the quality of your writing!

• Blocks: You can personalise specific sections or components within the template. You can tailor the email template to your desired style and branding by customising blocks.

• Body: The body component allows you to modify the overall structure and appearance of the email. You can adjust the layout, font styles, colours, and other visual elements to ensure the email presents a professional and engaging look.

5. Preview the template (👁) you have created with various display options.

6. Click on the save icon to proceed.

7. Provide a template name and subject for the email, which will be automatically filled in when creating the email.
8. Finally, click on the "Save Template" button to save your changes.

2. Saved Email Templates

To access the templates you've created, including both Generic and Merge templates, go to the "Saved Templates" option.

You can edit, remove, or duplicate any existing templates as needed.

3. How to Duplicate Email Template

To duplicate a generic template, follow these steps.

1. Go to "Settings" and select "System Settings".

2. Click Email Templates.

3. On the email templates page, find the email template that you want to duplicate. Right-click on the record, then click Duplicate Email Template.

4. How to Delete an Email Template

1. In the sidebar, click Settings, then System Settings.

2. In the email section, click Email Template.

3. A list of email templates will appear. To delete an email template, right-click on an entry and click "Delete Email Template".

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