An email template is a graphical layout for your campaign and system emails. When you use a template, it’s like a shell that holds your content. When you’re building a template, you’re not actually building an email. You’re making the graphical container for your message, which you’ll fill in later.
Neon CRM currently gives you two options for configuring email templates. You can use:
Standard templates are simple templates with a single editable content area. You can use Neon CRM's standard template builder or upload your own custom HTML template.
The email themes builder is a quick way to generate a simple HTML email theme. You can find this tool here:
Global Settings cog > Global Settings > Communications > Email Themes
All your templates will be listed here. From this page, you can view, edit or delete existing templates. You can also build new standard templates or upload custom ones. All Neon systems come with a Default template, which uses your Neon header image. To create a new standard email template, select the New Email Theme button.
An email theme has three sections:
This diagram explains how they fit together:
1. All email themes have a few basic settings. Complete these fields and select Next.
*Theme Name - Name your theme so that you can easily identify it later.
Set as Default Theme - If the toggle is turned on, this template will become your default option when building new System Emails.
Selecting a Theme - You can choose to create a theme from scratch or build onto an existing theme.
2. Complete the Email Settings section.
Display "View Online" Link - This will provide a link for users to view this email on a web browser if the user cannot view the email in their inbox.
Display Unsubscribe Link - This is highly recommended for templates that will be used for Email Campaigns. It is not recommended for System Email themes because users cannot unsubscribe from receiving System Emails.
3. Complete the Social Media Links section.
Display Social Media Links - You can choose to display social media links in your email themes, either at the top (above header) or bottom (below footer). You can also set these icons as dark or light.
Display "Share" link - This adds a link next to the social media links that allows recipients to easily share this email. You can also set these icons as dark or light.
Social Media Option - Enter the social media icon and URL under Type. You can add as many links as you want by selecting Add Another Type.
4. Complete Email Styles.
Text Defaults - Sets a default font for the Heading and Body. If you choose a different font in the text editor, it will trump this setting. Please bear in mind that setting fonts in emails is generally unreliable across email clients.
Background Colors - Choose the background color for the header, body, footer, and backdrop.
Content - This settings adjusts the spacing between content blocks.
The header section appears at the top of the template.
When creating your header, you can further customize your text by using the WYSIWYG. This includes items like links, buttons, alignment, tables, etc.
The body section is not highly configurable because it will be populated by the content you create when setting up System Emails or Campaign Emails.
The header section appears at the bottom of the template.
When creating your footer, you can further customize your text by using the WYSIWYG. This includes items like links, buttons, alignment, tables, etc.
5. When finished editing your theme, select Save & Close.
You can upload your own custom email templates. See this article for more information.
Global Settings cog > Global Settings > Communications >Email Templates > New Email Theme >Upload Email Theme