How to Create Email Templates?

Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.

Step 1: From the left side menu bar select the “CRM” module and click on “Bulk Mailing” from the menu dropdown. (CRM > Bulk Mailing)

Step 2: You will be redirected to the “Manage Campaigns” or “My Campaigns” page accordingly.

Step 3: From the top menu bar click on “Email Templates”

Step 4: Click on the “Create Template” button. All full-range mail template editors will open.

The subject line and sender name entered here will directly showcase when you create a campaign and select this template in the “Manage Campaigns” or “My Campaigns” accordingly.