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📧 Manage Email Templates

The Email Templates feature in C360 CRM allows you to create, manage, and customize professional email templates for your marketing campaigns.

To access Asset Type:
➡️ Go to Marketing → Template → Email Template from the Top Bar.

🖼️ Email Template Views​

The Email Templates section provides two types of views: Grid View and List View.

⚙️ Available Actions​

🛠️ Action📌 Description
🔍 Search BarFind specific emails.
🎛️ FiltersFilter by status, created date, modified date, or owner.
👥 Assign ToAssign email(s) to groups.
🗑️ DeleteSelect checkbox → click Delete.
➕ Add EmailCreate new templates.
✏️ EditUpdating an existing email template.
📋 Clone EmailDulicate of an existing templates.
⚡ ExecuteCan Execute the email directly from grid view.
🔄 Modify StatusCan change the status of the email.

The Grid View presents Email Templates as visual cards with thumbnails and quick actions.

Grid View of Email Templates
📧 Grid View of Email Templates

🔍 Searching for Emails​

➡️ Enter template name in Search Bar → Click the Search Icon.

Search Email Templates
Searching for Email Templates

🧩 Filtering Emails​

  • Filter by Status, Created At, and Modified At.
  • View applied filters beside filter section (with option to clear).
  • All Email Templates/ My Email Templates/ Email Templates Assigned To Me
note
  • All Email Templates: Created by me/Assigned to me/Created by below users.
  • My Email Templates: Created by me.
  • Email Templates Assigned To Me: Email templates that were assigned to me by another user.
Filtering Email Templates
Filtering Options

👥 Assigning Emails​

Emails in Published state can be assigned to groups:
➡️ Select template(s) → Click Assign To.

Assign Email Templates
Assigning Email Templates

🗑️ Deleting Email Template​

  1. Select the checkbox(es) for the Email Template you want to delete.
  2. Click the Delete icon .
  3. Click on Yes from the confirmation pop-up if you want to delete.
Delete selected Email Template
Delete selected Email Template

➕ Create New Email​

You can create an email in three ways:

  1. Add Email (top right).
  2. Choose one option:
    • Default Theme – Pick from preloaded themes.
    • Upload HTML – Import custom HTML file.
    • Create from Scratch – Start blank.
Create Email Options
Options to Create a New Email

➡️ After choosing, you’ll be redirected to Email Editor:

Email Editor Page
Email Editor

📝 Steps to Create an Email​

  1. Provide a Template Name → Click Next.
  2. Customize via editor (images, layout, menu tools).
  3. Use Action Available In Email Template GrapeJS:
  • Save & Test – Save + test mail.
  • Save & Close – Save and return.
  • Save & Draft – Save as draft.
  • Save & Next – Proceed next.
  • Edit – Reopen for edits.
Email Editor Page
Email Editor

⚙️ Compose & Preview​

x ➡️ After Save & Next, configure details:

  • Fill mandatory fields.
  • Preview email.
  • Click Next.
Email Configuration Page
Email Configuration

If no campaign exists → ➕ Add Campaign:

Add Campaign from Email
Adding Campaigns

👀 Testing​

  1. Test Mail → Send to users.
  2. Add recipient → Send test.
Send Test Mail
Sending Test Emails

➡️ Proceed after test success:

Proceed After Test Mail
Proceeding After Successful Test Mail

👥 Select Audience​

Pick audience list:

  • Segment List – Leads by conditions.
  • Campaign List – Upload lead list.
Segment List for Email
Using Segment Lists
Campaign List Upload
Uploading Campaign Lists

📤 Send Email​

➡️ After selecting list, click Send.
Choose:

  • Schedule a Time – Future delivery.
  • Send Now – Immediate delivery.
Send or Schedule Email
Sending or Scheduling Emails

✅ Your email will now be successfully delivered to the selected audience.