Paul J Da Costa Asked:
“Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system; it’s not user-friendly. I watched the video on emails but didn’t see how to add a text box to the template. Also, can I export the emails to a different CRM? I can make emails there in 2 minutes.”
The Answer:
We understand your frustration, Paul, and we’re here to help! Creating and editing email templates in Agent CRM can be straightforward once you get the hang of it. Follow these steps to resolve your issues and make your email templates more user-friendly:
Step-by-Step Guide to Editing Email Templates
- Deleting Images:
- Click directly on the image you want to delete in the template.
- Look for a small trash can icon or Delete button in the toolbar above or next to the image.
- If the delete option isn’t working, try refreshing your browser and attempting the action again.
- Adding a Text Box:
- Click on the Text option in the left-hand menu of the email builder.
- Drag and drop the text box into your template where you want it to appear.
- Click inside the text box to type your content.
- Customizing Your Template:
- Use the editing toolbar to adjust fonts, colors, and alignment.
- If you’re stuck, start with a blank template to build your email from scratch.
- Exporting Emails to Another CRM:
- While Agent CRM doesn’t currently support exporting email templates directly to another CRM, you can copy the HTML code of the email or download the email content as plain text to transfer it manually.
Tips for User-Friendly Email Creation
- Start Simple: If you’re finding templates challenging, use a blank email template to add only the elements you need.
- Preview Before Sending: Use the Preview button to check your email layout on desktop and mobile views.
- Reach Out for Help: Agent CRM offers live chat support to assist with technical difficulties in real time.
Additional Resources
For more tips on creating effective email campaigns in Agent CRM, check out these resources:
- Blog Post: Drip Email Campaigns for Insurance Agents
- Blog Post: Streamlining Success: Agent CRM’s Email Marketing Tool for Effortless Campaigns
Watch and Learn
For more on email marketing, check out this helpful video:
