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      How to Create Then Send an Email Template in CRM+

      Accessing EasyBuilder in CRM+

      1. Navigate to CRM+ Homepage: Start by accessing the CRM+ homepage within Kindertales.

      2. Go to Communicate and EasyBuilder: Click on the Communicate tab, then select EasyBuilder. This will load a blank email template for you to customize.

      Creating an Email Template

      1. Add Subject and Pre-Header Text: Begin by entering a subject for the email and providing pre-header text. The pre-header text serves as a short introduction preview visible in the recipient's inbox.

      2. Craft the Template: Utilize EasyBuilder to add headers, body information, insert pictures, and incorporate links from files in the media library. The platform offers flexibility, allowing you to modify, delete, or duplicate sections for a personalized template.

      3. Save the Template: Once satisfied with the template, save it. Give your template a name and save it in the media library within your preferred folder.

      Using the Email Template

      1. Save Template as a Media File: In order to use the template in an email, save it as a media file in the media library. Provide necessary information, including a description and the desired folder, making it accessible to all locations.

      2. Navigate to Leads: Go to Leads and then View CRM to select the parent or lead you want to send the email to.

      3. Send Personalized Email: Open the lead's account and choose to send a personal email. The email will be sent from your center, ensuring clarity on the sender.

      4. Select the Email Template: Open the email editor and select the template you created. Click Load Template, and you'll see the subject line filled.

      5. Send the Email: With the template properly filled out, you can now send a personalized email to the selected lead.