FlairSuite video tutorial

Write a reusable email template

2 minutesUpdated CRM, customers and support

Write your campaign email once as a template, so every campaign can reuse it.

Transcript

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  1. In the last video, we added the contacts we will email. Now we write the email itself as a template, so that every campaign can simply pick it instead of writing it again.

  2. First, sign in with your username and password.

  3. Open Campaigns from the menu and choose Bulk Email. Of its three cards, open Templates, where your saved emails are kept.

  4. Click Create New Template. The subject line is what people see in their inbox, and it is also the template's name in the list, so make it easy to recognise. Then write a short message: a greeting, the offer, and a sign-off.

  5. Click Save Template. The new template now appears in the list, ready to be picked when you build a campaign.

  6. From here you can change the template later. Edit with AI lets the assistant reword it for you, and Delete removes it for good, so use it with care.

  7. Your email is written and saved, so you will never have to type it again. The next video is: Build your first email campaign.

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