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How to Create Email Template Snippets in Aesthetix CRM

Boost your email efficiency by learning how to create and use email template snippets in Aesthetix CRM. This article offers a step-by-step guide on designing, saving, and inserting compact, pre-written email segments for quick and consistent responses. Discover how to enhance your email communication workflow, maintain uniformity, and save time with easily accessible email snippets.

1. Start by selecting the 'Marketing' option.

1 Click on the element.

2. Next, choose 'SMS Templates' from the available options.

2 Click on the element.

3. Now, proceed to 'Add Template (Snippet)' to create a new template.

3 Now, click on "Add Template (Snippet)".

4. Follow up by clicking on 'Add Text Template (Snippet)'.

4 After, click on "Add Text Template (Snippet)".

5. Enter a name for your template in the provided field.

5 Click here.

6. This section allows you to compose text and utilize various tools for creating the template.

6 Next up, click here.

7. Add a file through URL by entering the address here.

7 Next up, click on the element.

8. Attach a file by choosing one from your computer.

8 Click on the element.

9. Once done, click here to save your changes.

9 Once that's done, click on the element.

10. For testing purposes, input a mobile phone number here.

10 Click here.

11. Finally, press 'send test' to review your setup.

11 Afterwards, click on the element.

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How to Create Email Template Snippets in Aesthetix CRM | Aesthetix CRM