Creating Email Templates in Rethink

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Are you working on a campaign, or do you always find yourself writing the same standard email content? Email templates will save you time - and best of all, they're simple to create. 

This article will walk you through how to create simple email templates for you and your team.  Please note you must be a System Administrator to create templates.  To learn more about using templates and sending mass emails, click here.

Creating Email Templates

To get started, go into Setup and type in Email Templates in the Quick Find box, then select Classic Email Templates.  Next, click 'New Template'.

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You'll likely select Custom in order to compose an email in both HTML and simple text format. Follow along with the guide, but note that you may need to familiarize yourself with some basic HTML code.

Consider using Merge Fields when drafting your template to automatically personalize email content to your audience and users.

Once you've created and tested your email, your users will be ready to compose emails for single contacts or en masse to a targeted contacts list.

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about creating email templates.

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