The new Mass Email Campaign Template Editor allows Propertybase CRM users to create professional and responsive email templates for Mass Email Campaigns without any coding knowledge. Through a simple drag and drop interface, users can create a template design inline with their brokerage branding by building content blocks, adding images, text, hyperlinks, customizing color schemes, and more!
Note: This new feature is only for Mass Email Campaigns.
Note: This feature is only available with version 1.592 and above. If you need help updating to the current version, click here and this article will walk you through the update process.
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List of Templates
When you're ready to begin creating email templates, select the Email Template tile in the Marketing Center.
Here you will see the MJML templates that you may select from (all published templates). From this page, you can also use the drop-down to select:
- Edit- To make changes to any published template.
- Unpublished- To remove a published template from use and place it in draft mode.
- Archive- To remove a template from use (these are not editable and cannot be sent out).
- Make Copy- Copy an existing template for use.
- Delete- Remove template permanently.
Creating a new template
Once into the Template Editor, you will see the following:
To create a new template, click New Mass Email Campaign Template
Copying an existing template
Using the drop-down to the right you can select Make Copy. This opens a copy of the previously used template in edit mode for you to make changes. Using the copy function is recommended as it provides you with a standard Header and Footer previously created.
Now you can move on to Customizing your template!
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Customizing your new template
Once Make Copy or New is selected the system will take you through 4 stages while creating your template. These stages are broken down into Information, Settings, Layout, and Content as you'll see below.
Throughout the Email Template Editor, you will see that along the top center we have used the same icons to select either mobile view, standard view or to render the template to see how it will look once complete.
This section consists of naming or renaming the Template (depending on whether you are creating a new template or copying and editing an existing template) and adding a template description.
In the Settings section, you can change the background color.
Changing the Background Color in this section will change the color of the background outside the Header, Body, and Footer of the email:
You can also set the Default Font style here, which will be used throughout the entire template.
The Layout section is the most robust of the four sections in the Email Template Editor. Here you can use a drag and drop editor to add section(s) within your template. The editable sections of the template here are the Header, Footer and multiple column sections.
In each of the sections, you can select the “Linked” toggle to link and unlink the padding so they may be adjusted individually.
Here you can select an image. Images will be expanded to 100% of the uploaded size so it is important that the uploaded size is the size you wish to use.