How to Create Email and Letter Templates for Campaigns

This guide explains how to build reusable templates for your marketing campaigns using dynamic fields.

Part 1: Creating an Email Template

1. Navigate: Go to Marketing > Campaigns > Email Template.

2. Start New Template: Click the Create New Template button.

3. Build Your Design:

   • Enter your message text into the editor.

   • Personalise: To insert dynamic data (like customer name or vehicle details), double-click on the options available in the field list.

4. Save: Once complete, save your new email template.

Part 2: Creating a Letter Template

The process for letters is very similar, but uses a separate editor to ensure correct print formatting:

1. Navigate: Go to Marketing > Campaigns > Letter Template.

2. Start New Letter: Click the Create New Letter button.

3. Build Your Content:

   • Build the content of your letter template, including headers and footers.

   • Personalise: Just like the email template, double-click the available fields to insert customer-specific information.

4. Save: Save your letter template for use in print campaigns.