How to Create Your Emails

Creating emails within your CRM allows you to design personalized, engaging messages for your audience. Follow this simple guide to create and customize your email using the built-in email builder.

👣 Step-by-Step Guide to Create an Email

🔹 Step 1: Navigate to CRM

Go to the side menu and click on the CRM option.

Navigate to CRM

🔹 Step 2: Open the Emails Section

Click on the Emails button to access the email management panel.

Emails section screenshot

🔹 Step 3: Access the Email Panel

Once inside, the Emails panel will open up showing your existing email templates and campaigns.

Email panel view

🔹 Step 4: Click on ‘Create Email’

Click the Create Email button located at the top right corner.

Create email button screenshot

🔹 Step 5: Enter Email Details

A pop-up will open wherein you need to enter the “Email Name” & “Subject”.

Enter email details popup

🔹 Step 6: Click ‘Create’

Once all details are filled, click the Create button.

Click create button

🔹 Step 7: Enter the Email Builder

You’ll now be redirected to the Email Builder.

Email builder interface

🔹 Step 8: Design Your Email

Use the drag-and-drop editor and other available tools to:

  • Add text, images, buttons, and links
  • Customize layout, colors, and styles
  • Preview and edit for different devices
Design email content editor

✅ Tip:

Always send yourself a test email before launching your campaign to ensure it looks and functions as intended.