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How to Manage Message Templates Snippets in Aesthetix CRM | Aesthetix CRM

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How to Manage Message Templates Snippets in Aesthetix CRM

Enhance your efficiency and consistency in client communications by learning how to manage message templates in Aesthetix CRM. This article offers a detailed guide on creating, editing, and organizing message templates for emails and SMS. Discover how to utilize this feature to save time, ensure uniformity, and maintain a professional tone across all your correspondence with clients and prospects.

1. Start by selecting the Marketing option.

1 To commence, click on "Marketing".

2. Next, opt to manage and edit your text templates.

2 Afterwards, click on "Manage and edit your text templates".

3. Now, browse through the list of available templates.

3 Once that's done, click on "Message Templates (Snippets) 58 templates".

4. To update a template, locate and click the edit icon.

4 Once that's done, click here.

5. Should you need to delete one, click on the trash icon.

5 Now, click on the element.

6. Finally, add a new template by tapping on the 'Add Template' button.

6 Afterwards, click on "Add Template (Snippet)".

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