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Customizing Message Templates in Aesthetix CRM: Your Easy Guide

This tutorial empowers you to confidently edit message templates in Aesthetix CRM, enabling personalized communications with your clients. Whether it's updating content, format, or style, we provide you with practical steps to refine your message templates for more targeted and effective outreach. Perfect for users aiming to enhance their CRM messaging impact.

1. To start, click "inbox".

1 To start off, click here.

2. Select "Template Snippets" from the menu.

2 Click on "test".

3. Choose the template you want to edit and click on it.

3 Click here.

4. Rename the template if desired

4 Following that, click on the element.

5. Select the desired custom values.

5 Click here.

6. Choose the trigger link you want to include.

6 Click on the element.

7. Edit the body of your template

7 Click on the element.

8. To attach a file via URL

8 After, click on "Attach File".

9. After, click on "Attach File".

9 Upload

10. Finally, click on "Save" to apply your changes.

10 Now, click on "Save".

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Customizing Message Templates in Aesthetix CRM: Your Easy Guide | Aesthetix CRM