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How to Create Text Template Snippets in Aesthetix CRM

Enhance your efficiency in client communications by creating text template snippets in Aesthetix CRM. This article provides a step-by-step guide on setting up and using text snippets for common messages and responses. Learn how to save time, maintain consistency, and ensure professional communication by easily inserting pre-written text snippets into your client interactions.

1. Start by selecting the 'Marketing' option.

1 Click on "Marketing".

2. Next, choose 'SMS Templates' to manage.

2 Click on "Manage and edit your text templates".

3. Then, click to add a new text template.

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

4. Enter a name for your template here.

4 Click on the element.

5. Now, specify the subject of your template.

5 Next up, click here.

6. Move on to adding content to your template.

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

7. Attach any necessary files by clicking here.

7 Click here.

8. Don't forget to save your template afterwards.

8 Next, click on "Attach File".

9. Lastly, Add sending from address for your tests.

9 Click on the element.

10. Lastly, Add sending to address for your tests.

10 Click on the element.

11. Lastly, Click 'Send' to send test emails

11 Click on "Compose Email Template".

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